Powerful tools for client-driven service businesses

Features

A complete CRM and 24/7 client portal platform built for modern service businesses: consulting, real estate, agencies, and professional services.

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Ownership & history

Client database

Centralized client management with interaction history, custom fields, and controlled CSV exports.

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Statuses & milestones

Cases & workflow

Track work as structured cases: statuses, assigned staff, service items, milestones, and confidential internal notes.

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Centralized storage

Documents & files

Attach contracts, agreements, proposals, and project files securely to each case.

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24/7 self-service

Client portal

Clients log in 24/7 to see case progress, download authorized files, and view invoices with bank/Paysera details.

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Instant reconciliation

Invoices & billing

Generate PDF invoices, track payments, and verify bank / Paysera statements automatically.

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GDPR & RBAC

Security & access

Role-based permissions, multi-tenant isolation, verified emails, and staff session revocation.

Security architecture

Role-based access control (RBAC)

Strict data isolation ensuring team members and clients see only what they are authorized to see.

Manages the organization, staff members, billing, client reassignments, and authorized data exports.

Works exclusively with assigned clients and cases, adds internal notes, and communicates with clients.

Enjoys 24/7 self-service to review authorized project progress, download files, and pay invoices. Internal notes remain invisible.

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No credit card required Instant cloud provisioning EU GDPR compliance