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Services / Customer portals

A place customers log in instead of calling you

Orders, status, documents and history, in one login your customers will use.

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Sound familiar?

  • Customers phone or text to ask where their order is.
  • Documents go back and forth by email until nobody knows the latest version.
  • Your team spends the morning answering the same five questions.

What we build

Ordering and requests
Customers place and track their own orders, installs or service calls.
Status they can see
The same stage your team sees, shown in words a customer understands.
Documents in one place
Invoices, proposals and files attached to the job, not to an email thread.
Your rules on access
Each customer sees only their own records, on any phone or computer.

From our work

All our work

Agricultural LendingBuilding now

Integrated CRM and Loan Platform

For a regional agricultural lender serving family farms

The problem
Five systems, and the same names and numbers keyed into all of them. Leads on a project board, applications as loose PDFs and spreadsheets, underwriting in one enormous workbook, and loan documents produced by a…
What we built
The workbook rebuilt as a credit memo you can actually use: balance sheet, income and expense, cash flow, crop plan, collateral, risk rating, and a roll forward into next year rather than a fresh copy of last year's…
Read the whole story

Real Estate ServicesDelivered

Sign Installation Management Platform

For a sign installation and logistics company serving real estate agents and brokerages

The problem
Installers were texting the operations manager for facts that should have been on the job: whether a sign was for sale or for lease, which house it was going in front of.
What we built
Three surfaces, because three different people needed three different things.
Read the whole story

From discovery to ownership

About 90 days from the first call to software you own.

  1. Weeks 1-2

    Discovery

    We sit with the people who do the work and write down how it actually runs.

  2. Weeks 3-4

    Plan and price

    Screens, data and a fixed price, agreed before we build.

  3. Weeks 5-10

    Build

    Working software every week. You change direction while it is cheap to.

  4. Weeks 11-12

    Handover

    Code, data, documentation and training. It is yours. No recurring fees.

Questions we hear

One price, agreed before we build. You own the code. Support afterward is optional.

Will customers actually use it?

They use it when it saves them a phone call. We design the first screen around the one thing they call you about most.

Does it connect to our system?

Yes. The portal reads from what you already run, so nobody types an order twice.

What happens after launch?

It is yours. Keep it as it is, change it yourself, or hire anyone to work on it. If you want us to keep adding to it, we offer an optional monthly retainer. Nothing is required.

Tell us what takes too much time.

A free 30-minute call with one of our developers. If software isn't the answer, we'll tell you.

Book a callor call (888) 902-0973