ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / CLIENT-FACING
CLIENT PORTAL
Professional. Branded. Client-Ready.
Give every client a private portal to view their project status, approve quotes, sign contracts, and make payments — under your brand.
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REVENUE_ENGINEACCELERATED
BRANDINGWHITE-LABEL
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
CLIENT PORTAL
Stop sending status updates via text. Give your clients a portal that shows exactly where their project stands, lets them approve quotes with one click, and collects their payment online — all branded with your company name and logo.
ANATOMY_LEGEND
01
SPEC_ID_01Unique portal link per client — no login required
02
SPEC_ID_02Real-time project status and deal stage visibility
03
SPEC_ID_03Quote review and e-signature in the portal
04
SPEC_ID_04Payment collection with automatic receipts
05
SPEC_ID_05Branded with your logo, colors, and domain
06
SPEC_ID_06Mobile-first design for clients on any device
VAULT
NODE_DOCS_V4
FINANCIAL PROTOCOL
Active // Live Sync
MIKE REYNOLDS
124 INDUSTRIAL WAY, OTTAWA
QUOTE #1042
EXPIRES 2026-04-15
SERVICE MODULE
QTYTOTAL
Site Assessment & Logistics
1.0$850.00
Structural Roof Framing — Node_B
1,200$6,200.00
Poly-Membrane Edge Sealing
80.0$1,600.00
Disposal & Cleanup Protocol
1.0$450.00
CLIENT E-SIGNED
DEPOSIT INGESTED
AGGREGATE TOTAL$9,100.00
02 / HOW IT WORKS
THREE STEPS
01
Portal created automatically
When a deal is created in the CRM, a client portal link is generated and sent to the contact.
02
Client sees their project
They view current status, any quotes awaiting approval, and project documents — no login needed.
03
Approve and pay
Client approves the quote, signs, and pays the deposit. You're notified instantly.
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IMPRESS YOUR CLIENTS
Start your free trial today and see how easy it is to use this feature.