Connected to your website
Forms, bookings, texts, website chats and calls land in the portal the moment they happen, already tagged and turned into leads.
05 — Custom business portal
Private software for your team, built from scratch
Staff logins, dashboards, sales, lead and job tracking and a custom CRM, designed around how your team works and built from scratch. Scoped and priced by consultation.
What it is
Spreadsheets, group chats and sticky notes work until they don’t. A business portal is private software for you and your team, not your customers: everyone signs in, sees what’s theirs and updates the same records. It’s built from scratch for your workflow, not assembled from apps, and works on phones and computers.
Who it’s for
- Growing teams juggling spreadsheets
- Service companies tracking jobs from quote to paid
- Sales teams that need a real pipeline
- Owners who want their numbers at a glance
Not sure which you need? A portal is private software your team signs in to, built from scratch. Business systems are customer-facing tools like booking and reminders, built on proven apps.See business systems
Why switch
Most teams run on a stack of separate apps that don’t talk to each other. A portal puts it all in one place, built around how you already work.
AI built in
Ask your business a question in plain words. Every lead gets a summary, a score with the reason and a drafted reply in English or Spanish.
Your data in one place
Customers, leads, jobs, orders and numbers in one system your team signs in to, instead of five logins and a spreadsheet.
Replace 3–5 apps
A CRM, a scheduler, a form builder, a chat widget and a reporting tool can become one portal you own. See the example below.
Easy migration
Bring your data from spreadsheets, Square, QuickBooks, Shopify or Google Sheets. Columns are mapped for you and checked before anything moves.
ExampleA typical monthly app stack
- CRM / lead tracker$65/mo
- Online scheduling$35/mo
- Forms and surveys$25/mo
- Website chat widget$49/mo
- Reports and dashboards$30/mo
Separate apps, per month$204/mo
Separate apps, per year$2,448/yr
One custom portalBy consultation
An example, not a quote. Your tools, plans and prices will differ. In the consultation we look at what you pay today and what is worth keeping.
Try the demoWhat’s included
Staff logins and roles
Each person signs in with their own account and sees what their role allows.
Dashboards
Today’s numbers at a glance: sales, open jobs, new leads.
Sales and lead tracking
A pipeline from first contact to closed, with notes and follow-up dates.
Job tracking
Status, who’s assigned, photos and due dates for every job.
A custom CRM
Your customers, their history and the fields you care about, not a template’s.
Exports and connections
Spreadsheet exports, and links to the tools you already use where they allow it.
How it works
- 1
Consultation
We map how work moves through your business today and what you want to see.
- 2
Scope and proposal
You get a written scope with the screens, features, price and timeline before anything is built.
- 3
Build, train, launch
I build it in stages you can try, train your team and launch.
Questions
What does a portal cost?
It’s priced by consultation, once we’ve scoped it together. You get a written proposal before work starts.
Who can see our data?
Only the people you give accounts to, and only what their role allows. Access can be removed at any time. We go over data and access in the scope.
Will it work on phones?
Yes. It’s designed for phones and computers from the start.
Can it replace software I already pay for?
Sometimes. In the consultation we look at what you use today and what’s worth keeping.
Ready when you are.
Text me and you’ll hear back from me, Sky, not a call center.
Need something else?
Book a discovery call