πŸ‘€Management & Control

Custom CRM & Client Portals

We build custom client portals and CRM systems that give you complete control over your website content, client management, and internal processes - all without touching code.

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Custom CRM & Client Portals

Portal & CRM Features

Content Management Portal

Edit website text, update images, manage SEO metadata, and control page content through a simple interface.

Custom CRM System

Track leads, manage customer relationships, monitor sales pipeline, and organize all client data.

Client Dashboard

Give your clients a branded portal to view projects, documents, invoices, and communication history.

Team & Role Management

Add team members, assign roles, control permissions, and manage access to different sections.

Analytics & Tracking

Manage Google Analytics, Meta Pixel, tracking codes, and view performance metrics in one place.

Document Management

Upload, organize, share, and manage documents, contracts, and files securely.

Booking & Scheduling

Allow clients to book appointments, schedule calls, or reserve services directly through the portal.

Custom Workflows

Build approval processes, status tracking, notifications, and automated workflows for your business.

Why You Need a Custom Portal

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Update Content Instantly

Make changes to your website anytime without waiting for developers.

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Reduce Support Costs

Clients find answers and manage their projects independently.

🎯

Full Control

Manage everything from one central dashboard tailored to your needs.

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Better Organization

Keep all client data, documents, and communication in one place.

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Secure & Private

JWT authentication, role-based access, and encrypted data storage.

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Scalable Solution

Grow your portal as your business expands with new features and users.

Portal Development Process

1

Requirements Analysis

We understand your workflow, identify what you need to manage, and define portal features.

2

Design & Planning

We create wireframes, design the interface, and plan the database structure.

3

Development

We build your custom portal with modern technologies like Next.js, React, and secure APIs.

4

Integration

We connect the portal to your website, CRM, email, and other business tools.

5

Testing & Security

We thoroughly test functionality, security, and performance across all devices.

6

Training & Launch

We train your team, deploy to production, and provide ongoing support.

Ready for Complete Control?

Let's build a custom portal that empowers you to manage your business independently.

Custom CRM & Client Portals | Self-Service Management | Yarify | Yarify