Client portals where each client logs in to follow their project, updates and invoices, with the whole business behind it: payments, expenses, payroll, vendors and user access.
// The problemScattered across unconnected tools
In most real estate and construction businesses, the client relationship runs through one person's WhatsApp account, on top of a patchwork of tools that don't talk to each other: email, spreadsheets, personal folders, and separate finance and HR tools. Quotes, contracts, site photos, payment reminders and approvals end up scattered across all of them, and the rest of the team can't see or join the conversation.
- Everything on one WhatsApp account: When that person is busy, away or leaves, the client history goes with them. Messages get buried, and no one else can step in.
- No single source of truth: Contracts, invoices, drawings and updates are spread across chats, email and personal folders.
- Unconnected tools: Projects, payments, expenses, HR and vendors each live in a different app or sheet, so nothing links together and the same information is typed in again and again.
- Unclear project payments: Nobody has a clear view of what each client has paid, what is pending and what the business has earned across all projects.
- Untracked company expenses: Spending isn't categorized, so it's hard to see where money is going.
- Manual HR and payroll: Attendance is kept on paper or in sheets, and pay slips are built by hand each month.
- Vendor and access sprawl: Vendor details live in contact lists, and there's no control over who on the team can see or change what.
- Poor client experience: Clients chase for updates, documents and invoices because they have no place to look themselves.
// The solutionA portal for every client
Every project is a client portal. Each client logs in to their own project space, which holds the contract, quotations and invoices, tasks and documents, timeline and updates, and support. They see the status of their project, the latest updates and their invoices there, and any team member can respond to them, so conversations no longer depend on one WhatsApp account.
Behind the scenes, the same platform replaces the patchwork of separate tools and handles the business side: total payments across all projects, company expenses by category, employee attendance and pay slips, vendors, and user roles with detailed permissions.
// What’s in itFeatures
- Client portals: Each client logs in to their own project space to see the status of their project, updates, documents, quotations and invoices, with no chasing.
- Quotations and invoices: Create and track quotes and invoices against each project.
- Tasks and documents: Assign tasks, track progress, and keep drawings, approvals and files in one place.
- Timeline and updates: A visible project timeline with progress updates the client can follow.
- Shared support: A conversation space per project where any team member can reply to the client and the full history is kept.
- Payments dashboard: Total payments received across all projects at a glance, with a filter to see one project on its own.
- Expenses by category: Classify every company payment by category and sub-category, with a dashboard of total spend.
- Attendance and pay slips: Add employees, mark their attendance, and generate a pay slip for each from their attendance and pay details.
- Roles and permissions: Set, for each user, what they can view and what they can manage, so access matches their job.