Your clients track their file, your phone rings less.
An online client portal in your brand colours. Each client sees where their project stands, signs documents, uploads paperwork and finds their invoices. The information comes from your CRM and your ERP: nobody types it in twice.
Your project's progress
Three slots available for the appointment
Interface preview, sample data
“Where is my file at?” The question your office hears every day.
Every call like this interrupts someone, who then has to dig through three tools often with nothing new to tell the client. 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
- Clients see for themselves which documents are missing, so your front desk no longer has to chase them
- Reminders go out from the client portal, not from your inbox
From signature to follow-up, all in one place.
- 01
Passwordless login
The client gets a link by email. One click and they're in, with no password to remember.
- 02
3-screen welcome
Welcome, next steps, what we need from them. Three screens, no manual.
- 03
Roadmap
Every stage of the project, from signature to follow-up: what's done and what's still to come.
- 04
Slot booking
The client picks their own appointment date from the slots you offer.
Documents to sign, send and download, filed for each client.
Quotes, powers of attorney, authorisations: your team uploads them, the client signs online.
Plans, photos, admin documents: the client sees what's missing and sends it from their phone.
Signed quote, reports, certificates: everything stays available and neatly filed.
Administrative power of attorney
Time stamp and document fingerprint archived
Time-stamped e-signature
The client signs on screen, on their phone or computer. Every signature is time-stamped and the signed document is archived in their file, on their side and yours.
The follow-up continues after the job is finished.
A dedicated advisor
A real person, with their photo, direct number and a contact 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, which the client can sign up for online.
Tailored guide
User guide and tips, limited to what the client actually bought.
Messages and photos
The client writes to the team and finds the photos of their job.
Your team's interface, as simple as your clients'.
Your team manages clients, projects and documents from a simple, fast interface. 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
- Blocking points, project by project
Secure from the start, connected to your tools.
- Strictly per-client access
- Each client only sees their own projects and documents, nothing else.
- Time-limited login links
- No password to steal or forget. Login links expire.
- Data protection (Swiss FADP)
- Controlled hosting, every access logged, and only the data that's needed is kept.
Fed by your CRM and your ERP
Nothing is typed in twice. Stages, amounts, invoices and documents come from the tools you already use, and whatever the client sends goes back to them.
Quote_2481.pdf
Generated and placed in the client portal
Each module works on its own and connects to the others.
- 01Bespoke CRMAssigned enquiries, daily priorities, sync with Odoo or bexio.
- 02AutomationFollow-ups, payment reminders, 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 studyResults measured at a technical SME in French-speaking Switzerland.