Your clients track their file, your phone rings less.
An online space in your brand colours where every client sees their project's progress, signs documents, uploads paperwork and finds their invoices. Everything is fed automatically by your CRM and your ERP.
Your project's progress
Three slots available for the appointment
Interface preview, sample data
The question your office hears ten times a day.
Every call like this interrupts someone, means digging through three tools for the answer, and tells the client nothing new. When progress is visible online and up to date, the client no longer needs to call for reassurance.
- The current step and the next one, always visible
- Missing documents flagged to the client, not to your front desk
- Reminders go out from the portal, not from your inbox
From signature to follow-up, one single place.
- 01
Passwordless login
The client receives a magic link by email. One click and they're in, nothing to remember.
- 02
3-card onboarding
Welcome, next steps, what we need from them. Three screens, not a manual.
- 03
Roadmap
Every stage of the project, from signature to follow-up, showing what's done and what's next.
- 04
Slot booking
The client picks their own appointment date from the slots offered.
Three zones, zero lost paperwork.
Quotes, powers of attorney, authorisations: uploaded automatically by your team, signed online by the client.
Plans, photos, admin documents: the client knows exactly what's missing and sends it from their phone.
Signed quote, reports, certificates: everything stays available, organised and up to date.
Administrative power of attorney
Time stamp and document fingerprint archived
Time-stamped e-signature
The client signs on screen, from any device. Every signature is time-stamped and the final document is archived in their file, on both the client and the office side.
Service that carries on once the job is done.
A dedicated advisor
A real person, with a face, a direct number and a business card saved in one click.
Laura M.
Project advisor
Invoices
Deposits, final invoices and payment status, synced from your ERP.
Maintenance contract
A maintenance offer made at the right moment, signed up for online.
Tailored guide
User guide and best practice, filtered for the service actually purchased.
Messages and photos
The client chats with the team and finds the photos of their job.
A back office as simple as the client portal.
Your team manages clients, projects and documents from an interface built for speed. Whatever they do there shows up on the client side straight away.
- Client and project records, with their full timeline
- Upload documents for signature in one move
- Photos and paperwork received, filed automatically
- An overview of what's blocked, project by project
Secure by design, plugged into your tools.
- Strictly per-client access
- Each client only ever sees their own projects and documents. Nothing else, ever.
- Time-limited magic links
- No password to steal or forget, just links that expire.
- Data protection (Swiss FADP)
- Controlled hosting, logged access, minimal data.
Fed by your CRM and your ERP
The client portal needs no double entry. Stages, amounts, invoices and documents come from your existing tools, and whatever the client sends goes straight back to them.
Quote_2481.pdf
Generated and placed in the client portal
Each block works on its own, together they reach their full potential.
- 01Bespoke CRMAssigned leads, daily priorities, sync with your ERP.
- 02AI agentsFollow-ups, invoicing, reviews and reports running in the background.
- 03Field appJobs, photos and schedule in your technicians' pockets.
- 04AI assistantsWebsite chatbot, configurator and an internal assistant for your teams.
- 05Case studyWhat these building blocks changed for a Swiss technical SME.