Lead and customer pipeline for a service company
Track new inquiries, quotes, won jobs, and follow-ups with reminders so nothing slips.
CRM & Client Portals
A simple CRM and client portal, built around your real process.
Most CRMs are built for sales teams of fifty, not for the owner of a small service business. We build simple, focused customer-tracking systems and private client portals that match how you actually work, leads, jobs, follow-ups, documents, and status updates in one place, without a fifty-page setup guide.
Who this is for
- Service businesses tracking leads in a spreadsheet or in their head
- Professional offices (legal, accounting, consulting) handling repeat client work
- Trades and contractors juggling quotes, jobs, and follow-ups
- Agencies and consultants who want a clean way for clients to share files and check status
Problems we typically solve
- Leads fall through the cracks because nobody owns the follow-up
- Customer history is scattered across email, notes, and memory
- Off-the-shelf CRMs are too complex, too generic, or too expensive
- Clients keep emailing to ask 'what's the status?'
- Documents are sent through email attachments that get lost
Example use cases
A few of the kinds of projects this service typically covers. Yours will look different, these are conceptual, to give a sense of scope.
Client portal for a professional office
Clients log in to submit requests, upload documents, see status, and message the team, instead of long email threads.
Project workspace for a small agency
Per-client area with deliverables, files, status, and approvals in one private link.
Repair shop status portal
Customers check job status, approve quotes, and see updates without phoning the front desk.
What's included
- Lead, contact, and customer tracking with notes and history
- Pipeline view and follow-up reminders for staff
- Optional secure client login area
- Document upload, status views, and structured messaging
- User roles for staff, managers, and (optionally) clients
- Practical security: authentication, access control, and clear data ownership
- Admin dashboard for the team
How a CRM or portal project runs
- 1
Discovery
A short conversation about what you're trying to fix, who will use it, and what the current workflow looks like.
- 2
Plan
We map the screens, data, and main features for the first version, and agree on what's in scope and what's not.
- 3
Build
We build using a fast, modern workflow with human review and testing at each step.
- 4
Review
You try it with real data. We refine layout, wording, forms, and flow until it feels right.
- 5
Launch & improve
We help you launch, then improve based on how the tool is actually being used.
Frequently asked questions
Tell us what you want to fix, build, or improve.
A short conversation goes a long way. Share what's slowing you down, we'll suggest a practical first step.