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Business SystemsMay 22, 2024

Custom Project & Client Portal

Stop the email chaos. Give your clients and team a single source of truth.

The Challenge

Managing complex projects via email and spreadsheets is a recipe for disaster.

  • Clients constantly call asking "what's the status?"
  • Important files get lost in email chains.
  • Your team doesn't know what to prioritize.
  • You have no real-time view of budget vs. actual spend.

The Solution

We build custom Project Management Dashboards with integrated Client Portals. It's a professional, branded environment where your team does the work and your clients see the progress.

Key Capabilities

  1. Client Portal: A secure login where clients can view timelines, approve documents, and track budget—without bothering you.
  2. Live Planning: Gantt charts and Kanban boards that update automatically as tasks are completed.
  3. Document Vault: Centralized, version-controlled storage for blueprints, contracts, and permits.
  4. Financial Safety: Real-time tracking of project spend, warning you before you go over budget.

The Value

  • Professionalism: Impress clients with a transparent, high-tech experience.
  • Calm: Reduce check-in calls and emails by 50% by empowering clients to self-serve.
  • Speed: Get approvals faster with digital sign-offs.
  • Control: See the health of every project in your portfolio at a glance.

Have a similar challenge?

Let's discuss how we can build a solution for you.