Client Portal Automation
White-labeled portals with CRM, PM, invoicing, file sharing, scheduling, LMS
Overview
Give your clients a seamless, branded experience with a custom portal that consolidates every touchpoint into one platform. From project management and invoicing to file sharing and scheduling, your portal becomes the single source of truth for client relationships. Built on your domain, designed in your brand, and configured to match your exact workflow.
What You Get
Key Features
White-Label Branding
Your logo, colors, domain. Clients never see third-party branding.
CRM Integration
Track deals, contacts, and communications in one unified view.
Project Management
Kanban boards, task assignments, milestones, and progress tracking.
Invoicing & Payments
Automated billing, recurring invoices, and online payment processing.
File Sharing & Vault
Secure document storage with versioning and granular permissions.
LMS Module
Deliver training courses, track completion, and issue certificates.
Timeline & Process
Typical engagement: 3–6 weeks
Discovery & Planning
Requirements gathering, workflow mapping, and portal architecture design.
Build & Configure
Portal setup, branding, role configuration, and module activation.
Integration & Testing
Connect existing tools, migrate data, and conduct QA testing.
Launch & Training
Go-live deployment, staff training, and client onboarding.
Who This Is For
Service businesses, consultancies, and agencies wanting a professional client-facing platform that eliminates email chaos and scattered tools.
This service is perfect if you are:
- Managing 10+ active clients simultaneously
- Using 3+ disconnected tools for client communication
- Spending hours per week on manual status updates
- Wanting to project a premium, professional image
Pricing
Choose the package that fits your needs. All plans include documentation and training.
Essentials
$5,000
Core portal with branding and basic modules
- Custom domain & branding
- Client dashboard
- File sharing vault
- Basic scheduling
- Email notifications
- Up to 50 client accounts
Professional
$15,000
Full-featured portal with CRM and automation
- Everything in Essentials
- CRM & pipeline management
- Project management module
- Invoicing & payments
- Automated onboarding flows
- Unlimited client accounts
Enterprise
$25,000
Complete platform with LMS and custom integrations
- Everything in Professional
- LMS with course builder
- Custom API integrations
- Advanced reporting & analytics
- Multi-team / multi-brand support
- Priority support & SLA
Ready to Get Started?
Book a free discovery call to discuss your needs and get a custom proposal tailored to your business.
Book a Discovery Call