Lead and client records
Service Business Client Portal
A focused portal for enquiries, proposals, milestones, files, invoices and support requests.
Monthly SaaSAgency white-labelCustom workflow deployment
Subscription pricing will be published after the standard product scope and support model are ready.Why this product line exists
Each product line addresses a recurring business workflow.
Designed for agencies, consultants and specialist service businesses that have outgrown email threads but do not need a heavyweight enterprise platform.
Best suited to
Digital agenciesConsultantsMaintenance businessesProfessional services
Platform capabilities
Core modules and workflows.
Final scope depends on the commercial model, users, integrations, expected scale and the operating responsibility retained by the client.
Proposal and scope approval
Project milestones and files
Invoice and payment status
Support-ticket workflow
Client notifications and activity history
Implementation discipline
From scope to launch.
The project begins by defining users, responsibilities, integrations, data and launch requirements.
Business model and operating scope
We confirm the buyer, commercial model, content or workflow ownership, regions, integrations, responsibilities and launch priorities before implementation begins.
Configuration and product fit
Brand, navigation, policies, workflows, payments, emails and administration are adapted around the agreed operating model—not just visually re-skinned.
Controlled build and migration
Infrastructure, data, content structure and integrations are prepared in stages with testable releases, rollback points and practical operating checks.
Launch, handover and improvement
Core journeys are verified before launch, followed by documentation, agreed support and a route to improve the product from real use.
Operational benefits
Expected operational improvements.
✓One client-facing workspace
✓Fewer lost follow-ups
✓Clearer delivery visibility
✓Reusable processes across projects