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One place to see every request, job and next step.
A CRM is one place to track inquiries, customers and follow-up. A client portal is a secure place for customers to see updates and share information. We build them around how your jobs actually move — or improve the one you already have.
The problem
When information lives everywhere
- Job details are split between email, spreadsheets and paper.
- Nobody can see at a glance which quotes and jobs need attention.
- Customers call to ask for updates the office has to look up.
The workflow
What it looks like
Captures the request
Calls, chats and forms create or update a record with the site, contact and request details.
Shows what needs attention
Views for open requests, quotes waiting on a reply and jobs in progress, each with an owner.
Keeps customers informed
Optionally, a portal where customers see status, documents and requests you choose to share.
Move a sample jobBayline Distribution · high-speed door repair
Sample data
New request
Quoted
Bayline DistributionHigh-speed door repairScheduled
Completed
- Request logged from a phone call
Human responsibility
What your people still decide
- Who can see and change what
- What is shared with customers
- Data accuracy and clean-up decisions
Scope
What we agree before building
- Whether to extend existing software or build new
- Data to migrate and how
- Roles, permissions and sign-in
- Hosting, backups and ongoing support
Questions
Good to know
Works well with
Do we have to replace our current software?
No. Often the better answer is to connect or extend what you have. We recommend a new system only when it’s clearly worth it.
Who owns the data?
Your business data stays yours. Ownership and access are set out in the project agreement before work starts.
Start with a free 30-minute AI audit.
Bring one workflow you’d like to improve. We’ll look at how it runs today and talk through practical options. If there’s a fit, a tailored proposal review follows on a separate call.
Free · 30 minutes · Google Meet · No obligation