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Custom client portals for service businesses
CRMmage builds client portals where your customers sign, pay and track their project from one link. Built for Sarasota-area service businesses and connected to your CRM, so updates happen automatically. You own it, with no per-seat fees.
You own the codeNo seat feesSarasota team
What clients can do
One link for everything.
Stop chasing signatures and deposits by text. Clients log in once and see exactly where their project stands.
Clients review and sign proposals online.
Deposits and invoices paid by card or bank, logged to your books.
Live progress, next visit and who’s assigned.
Plans, photos and documents in one place.
Questions in the portal instead of scattered texts.
Every action updates the deal automatically.
How it works
From whiteboard to keys in hand.
Map how you work
A free 30-minute blueprint call on your leads, jobs and handoffs. You keep the blueprint either way.
We build it with you
A working preview every week, so you shape it while it’s built.
You own it
Code, data and hosting in your accounts. No seat fees, no lock-in.
Connects with
Everything plugs into one system.
Questions
Client portals, answered.
What is a client portal?
A private page for each client where they sign proposals, pay invoices, see project status and share files. It replaces back-and-forth texts and emails.
How much does a client portal cost?
A portal on its own usually costs less than a full CRM. Combined with a CRM, most full builds land between $10,000 and $25,000. You get a fixed price after the blueprint call.
Do my clients need to download an app?
No. The portal works in any browser, on phones and computers, from a secure link.
Can it take payments?
Yes. We connect Stripe or your payment processor so deposits and invoices are paid inside the portal.
Who owns the portal?
You do, including the code and your clients’ data.