One System For Your Team And Your Customers
Your team works in a CRM shaped around your process. Your customers log into a portal that shows only what belongs to them. Both stay in sync automatically.
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.
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.
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.