Stages
Progress by stage
Clients see which stage they're at, what's done and what comes next.
- The current stage and its deadline
- Completed and upcoming stages
- Several applications in one portal
Client portal
Clients see their progress and stop asking “any news?”
A personal portal in your company's colours: application stage, documents, payments and chat with the manager. It opens in the phone browser and installs as an app.
Documents
Documents without messengers
Files are uploaded straight to the portal. Clients see whether a document was accepted or a new one is needed.
In reviewApprovedNeeds fixExpired
Document statuses in the product
Payments and installments
A payment schedule with amounts and due dates. Clients confirm a payment by uploading the receipt.
- A reminder about the payment deadline
- A staff member checks the receipt
- A notification about a confirmed payment
Messages
Direct line to a manager
Messages and support requests inside the portal. The history stays even when the manager changes.
- Files attached to messages
- A reply deadline for the support request
- The reply to a support request arrives by email
Nothing to install
Opens in the phone browser
A link from the company is all the client needs — nothing to download.
Installs as an app (PWA)
The portal offers to install itself, and on iPhone it is done through Share in Safari.
Push notifications from the installed app
Document decisions, new invoices and payment status arrive on the phone screen.
Sign in by code or through Telegram
A 6-digit code arrives by email and works for 5 minutes, and the Telegram bot sends a sign-in button. A password can be set too.
Also included
- Your company's colours
- Your own domain for the portal
- Application updates feed
- Invitation by link: clients set their own password
- Support requests from the portal
- A client profile in the portal
- Email and Telegram notifications about documents, payments and support requests
- View only in the demo: real clients are not shown
The set of modules depends on the plan Compare plans
Next
CRM for your team
Applications by stage, reviewed documents, tasks with deadlines and analytics.
Applications · Documents · Tasks · Analytics
Learn more
Company website
A website built from ready-made blocks on your own domain. Its form creates an application in the CRM.
Templates · Application form · Own domain
Learn more
Try it with your own data
14 days free, no card needed. Once your request is reviewed, the setup wizard gets you running in an evening.