Services

Partner and client portals

When a spreadsheet and email threads stop scaling: a simple portal where partners or clients handle things themselves.

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Sounds familiar?

  • Partners send forms by email and someone retypes them.
  • Nobody knows the current state without asking.
  • The rules (territories, deadlines, approvals) live in one person's head.

What you get

  • Logins for your partners or clients
  • Forms saved straight into your system, signed and collected in one place
  • Your rules built in: territories, statuses, deadlines
  • Where it fits, built on what you already use (such as WordPress). I check this before quoting

How much does a partner portal cost?

I quote portals individually, because the price depends on what the portal does, not on the number of pages. After one conversation you get a written price range. The price depends most on:

  • the number of roles and permissions (e.g. partner, client, administrator)
  • integrations with WordPress, a CRM, maps or an invoicing system
  • signing and storing documents
  • whether we start with a version for your team and open it to partners later, as with SCUBE
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Frequently Asked Questions

How long does a portal take?

It depends on the features and integrations. I give you the timeline in writing once we've agreed the scope of the first version. I work alongside a long-term contract, so I'll also tell you when I can start.

Who owns the site?

You do: the domain, the hosting account, the code and every admin login are in your name. If we ever stop working together, nothing is locked with me.

Taking on a few projects alongside a long-term contract

Tell me what should work, and by when.

I'll reply with whether I can take it on, from when, and a price range.