Notifications & reminders
Automatic email alerts for renewals, due dates, new documents and status changes keep everyone up to date.
Client Web Portals
Client web portals
We build client web portals. Each user signs in to see only their own data, request merchandise, change their profile and pay online.
What we build
Work people currently phone or email you about, handled by the portal instead.
- Secure login for each client or member
- View records, history, documents and statements
- Submit forms, requests and applications online
- Online payments, renewals and registrations
- Connected to your FileMaker or database Backend
- Converting an existing WordPress site into a portal
Built for
- Associations & membership organizations
- Non-profits & community programs
- Service businesses with recurring clients
- B2B companies giving customers self-service
Portal features
Features we have built
Personal dashboards
Each user sees only their own records, documents and account status.
Online payments
Collect dues, invoices and registration fees through Stripe or other gateways.
Forms & requests
Applications, service requests and updates flow straight into your database.
Documents & statements
Share invoices, receipts, certificates and files for download any time.
Live sync with your data
The portal reads and writes to your FileMaker or SQL Backend in real time.