Your Business. Your CRM. Your Portal.
We build custom CRM systems and customer portals designed around the way your business actually works.
Manage customers, appointments, payments, documents, communications, workflows, and more—all in one customized business system.
Good morning, Dana
Tuesday overview
Customers
1,284
+42
Appointments
37
today
Revenue (MTD)
$92,410
+12%
Open tasks
18
6 due
Pipeline value
8 weeksToday's appointments
Portal activity
More Than a CRM
We build complete business systems — the CRM your team works in, the portal your customers log into, and the automations and integrations that hold it all together.
Custom CRM systems
Records, pipelines, and views shaped around your process.
Customer portals
A secure, branded space for your customers to self-serve.
Internal employee portals
Role-specific tools for staff, crews, and managers.
Customer dashboards
Personalized metrics, history, and next actions.
Business management apps
Operations software that replaces scattered spreadsheets.
Automated workflows
Rules and triggers that move work forward without you.
Scheduling systems
Bookings, reminders, routes, and calendar sync.
Payment systems
Invoices, checkout, and payment status inside the system.
Document management
Uploads, e-signature flows, and organized file access.
Communication systems
Email, SMS, and in-app messaging tied to records.
AI-powered workflows
Summaries, drafting, enrichment, and assisted triage.
Custom API integrations
Connections to the tools that run your business.
Give Your Customers Their Own Portal
Customers securely log in to see exactly what belongs to them — appointments, documents, payments, and conversations — without emailing your team for every update.
- Customer accounts
- OTP login
- Google Sign-In
- Personalized dashboards
- Appointments
- Documents
- Payments
- Messages
- Comments
- Account information
- Custom customer actions
- Role-based visibility
Welcome back, Alicia
Your account, appointments and documents
Next appointment
Thu, 10:30 AM — Quarterly maintenance
Billing
Invoice #3042 — $340.00 due Friday
Documents
- Service agreement.pdf
- Inspection report.pdf
- Warranty.pdf
Messages
Your crew is scheduled for Thursday.
Perfect, see you then!
Built Around Your Business
Every field, stage, permission, and dashboard is configured for your workflow — not squeezed into someone else's template.
The system is customized to each customer's workflow — we adapt the software to your process, in whatever order and language your team already uses.
Powerful Access & Security Controls
Control exactly what customers, employees, managers, and administrators can see and do — down to individual records and fields.
OTP authentication
Passwordless one-time codes for simple, secure customer access.
Google Sign-In
Familiar single sign-on for customers and staff.
Two-factor authentication
An additional verification step for sensitive accounts.
Filtered user sync
Only the users that match your rules are provisioned.
Domain-restricted signup
Limit account creation to approved email domains.
Granular permissions
Control access at the role, record, and field level.
Global data restrictions
System-wide rules that scope what data is reachable.
Role-based access
Distinct experiences for customers, staff, managers, admins.
Secure customer accounts
Each customer sees only their own records and activity.
Your Portal. On Their Phone.
Customers can install the portal as a Progressive Web App (PWA) on supported devices — an app icon on the home screen, no app store required.
- Installable mobile experience
- Push notifications
- Mobile-friendly dashboards
- Customer accounts
- Appointments
- Messages
- Documents
- Payments
Installable PWA and push notifications are included with the Premium plan and depend on device and browser support.
Rivera Home Services
Your Portal
Next visit
Thu · 10:30 AM
Balance due
$340.00
Push notification
Your technician is on the way.
Make Your Business Run Automatically
We connect the tools you already use and automate the repetitive steps between them, so records stay current and nothing falls through the cracks.
Connect the Tools You Already Use
Native integrations, Zapier integrations, and custom API connections.
Don't see the software you use? We can often connect it through Zapier, an API connector, or custom code.
Integration availability depends on the selected plan and project requirements. Not every integration is available on every plan.
Need Something Custom?
We can go beyond standard integrations with custom code, API connectors, custom workflows, and advanced business logic.
Talk About Your Project- Custom code
- API connectors
- Custom workflows
- Advanced user actions
- Custom business logic
- Third-party integrations
- Custom dashboards
Simple Plans, Custom Systems
Two plans covering the CRM, the customer portal, and the integrations that connect them.
Standard
or $2,000/year
Save $388 when you pay annually.
- Custom CRM
- Customer portal
- OTP login
- Google Sign-In
- Granular permissions
- Advanced user actions
- Comments
- Custom workflows
- Core integrations
- Zapier integrations
- Customer dashboards
- Appointment and scheduling integrations
- Payment integrations
- Communication integrations
Premium
or $5,200/year
Save $800 when you pay annually.
- Everything in Standard
- Filtered user sync
- Two-factor authentication (2FA)
- Domain-restricted signup
- Global data restrictions
- Installable mobile app (PWA)
- Push notifications
- Custom code
- API connectors
- Expanded native integrations
- Priority onboarding
- Priority support
- Advanced customization
Final project scope, setup, data migration, and unusually complex custom development may require a separate quote. Integration availability depends on the selected plan and project requirements.
From Conversation to Launch
Tell Us What You Need
You explain your business, your current tools, and the workflow you want the system to support.
We Design Your System
We design the CRM, portal, workflows, permissions, and integrations around the way you work.
We Build & Connect It
We build the system and connect the tools your team already uses day to day.
Launch & Grow
You launch your new system and keep improving it as your business grows and changes.
Built For Your Business—Not The Business Next Door.
Custom-built around your workflow
We start from how you work today, then design the system to match.
Customer-facing portals
Self-service access that reduces inbound calls and email threads.
Powerful permissions
Role, record, and field-level control over what each person sees.
Extensive integrations
Native connections, Zapier, APIs, and custom connectors.
Automation
Repetitive steps handled automatically across your tools.
AI capabilities
AI-assisted processing where it genuinely saves time.
Mobile-ready
Responsive by default, installable on Premium.
Scalable
Add roles, data, and automations as the business grows.
Ongoing support
Continued help after launch, with priority options on Premium.
Systems For How You Actually Operate
A few of the businesses a custom CRM and customer portal fit especially well.
Home service businesses
Track jobs, crews, and recurring visits, and give homeowners a portal for scheduling, invoices, and service history.
Cleaning companies
Manage recurring routes and checklists, and let clients confirm appointments, view receipts, and message the office.
Pool service companies
Log chemical readings and route stops, then publish visit reports and payment history to each customer's portal.
Contractors
Move estimates through a pipeline, collect signed documents, and share project progress and change orders with clients.
Real estate businesses
Organize leads and listings, automate follow-up, and give buyers and sellers a private document and update hub.
Professional services
Standardize intake, track engagements, and give clients a portal for deliverables, invoices, and secure messages.
Agencies
Run client accounts, approvals, and reporting in one place, with a branded portal replacing scattered email threads.
Medical & appointment-based
Coordinate bookings and reminders, capture intake forms, and let patients manage appointments and documents securely.
Membership businesses
Handle member records, renewals, and payments, and give members a dashboard for benefits, billing, and content.
Sales organizations
Build pipelines and activity tracking around your process, with automation for routing, follow-up, and reporting.
Small businesses
Replace spreadsheets and disconnected tools with one system that fits your workflow without unnecessary complexity.
Growing companies
Add roles, permissions, automations, and integrations as the team scales, without rebuilding the whole system.
Questions, Answered
Ready to Build Your Business System?
Tell us what you want your CRM and customer portal to do, and we'll help turn your workflow into a customized system.