Client Portals & Custom Software

Software built around you

When off-the-shelf tools hit their limit, I build the thing that does the job. Secure client portals, booking and CRM systems, API integrations and automations, engineered around your business instead of the other way round.

What it can do

One system, everything connected

Portals, automations, integrations and admin tools, designed around your process instead of forcing you into someone else's.

Client portals

A secure home for every account

01
LoginSelf-service
  • Secure per-user areas
  • Role-based dashboards
  • Self-service accounts
  • Branded to your business

Roles & permissions

Everyone sees only what they should

02
RBACSSO2FA
  • Granular permissions
  • SSO & 2FA sign-in
  • Audit logs
  • Least-privilege by default

Booking & scheduling

Appointments, sorted

03
Calendars
  • Reservations & appointments
  • Availability rules
  • Automatic reminders

Automations

The busywork, gone

04
RulesJobs
  • Approvals & notifications
  • Data sync
  • Scheduled jobs

Integrations & APIs

One connected hub

05
CRMStripe
  • CRM, ERP & accounting
  • Payment gateways
  • Two-way webhooks

Dashboards & reporting

See the whole operation

06
ChartsExports
  • Custom admin tools
  • Live dashboards
  • Exports & reports
  • Role-based views

Documents & files

Shared, safely

07
StorageE-sign
  • Secure uploads
  • Sharing & permissions
  • Versioning
  • E-sign ready

Messaging & notifications

Keep everyone in the loop, in one place instead of scattered email threads

08
In-appEmailSMS
  • In-app messaging
  • Email & SMS alerts
  • Activity feeds
  • Comment threads
  • Read receipts
  • Digest summaries
Automation engine

The busywork runs itself

A custom portal doesn't just store data, it acts on it. Pick a trigger and watch a real workflow fire, step by step, with no one lifting a finger.

Trigger

WhenNew client signs up

Create portal account

Send welcome email

Notify your team

Generate first invoice

Sync to CRM

Automation complete
saved ~12 min / client5 steps · 0 errorsAutomate my busywork
Connected

It plugs into what you already use

Your portal becomes the hub. I integrate the tools you already run so data flows in one place, no more copy-paste between systems.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Accounting

  • QuickBooks
  • Xero
  • FreshBooks

Payments

  • Stripe
  • PayPal
  • GoCardless

Comms

  • Slack
  • Email / SMS
  • Webhooks
How it's built

From messy workflow to one clean system

01

Discover

We map your workflow, tools and the people who'll actually use it.

02

Design

The portal, screens and a permissions model that fits your business.

03

Build

Portal, automations and admin tools, shipped in visible increments.

04

Integrate

Connected to your CRM, payments and existing systems, both ways.

05

Launch

Rolled out, your team trained, and improved as you grow.

What you get

Delivered, not just promised

Customer & client portals with role-based access
Booking, scheduling & reservation systems
Payment, CRM and ERP integrations
Back-office automation & workflows
Custom admin tools and dashboards
Secure authentication & permissions

Ideal for

Businesses drowning in manual work, spreadsheets and disconnected tools.

The outcome

One system your team and clients actually log into, that quietly does the busywork for you.

Start a project
FAQ

Questions, answered

Not sure if a portal is what you need? Tell me the problem, I'll tell you honestly.

A secure area where your clients or team log in to track work, view invoices, book time, upload files or manage their account, tailored to your process.

Yes. I automate repetitive back-office tasks like invoicing, notifications, data sync and approvals so your team spends less time on busywork.

Yes. I integrate CRMs, payment and accounting systems through their APIs so your portal becomes one connected hub.

Yes. Role-based access, secure authentication and sensible data handling are built in from the start, not bolted on later.

Let's build

Have a project in mind? Let's make it exceptional.

Tell me what you're trying to achieve and I'll reply personally, usually within a day. One partner, from the first idea to a live, growing product.

Available for new projectsReplies within 24 hours