CRM and client portal setup
Everything between a first enquiry and a finished job in one place: pipeline stages, client records, and a private portal where your clients see files, updates and what they need to approve.
- Indicative investment
- £3,000 – £7,500
- Typical timeline
- 2–4 weeks
What it does for your business
- One reliable view of every client and deal
- Less time updating spreadsheets
- A more professional client experience
Best for: Teams tracking clients across spreadsheets and inboxes.
Not the right fit if: If you just need enquiries captured and routed, the lead capture system is a smaller, faster starting point.
What's included
- CRM configured with your pipeline, stages and fields
- Contact and deal data imported and cleaned
- Branded client portal with logins, files and status
- Proposal, onboarding and reminder templates
- Team training and handover documentation
Prices shown are indicative ranges. Your exact scope and fixed price are confirmed in writing before any work starts.
Common questions
- Do our clients need accounts?
- Yes, each client gets secure access limited to their own information.
- Can we migrate existing client data?
- In most cases yes. Tell us the format in your brief and we'll confirm before quoting.
- Who can see what?
- Access is set per role, so internal notes stay internal.
Often paired with
Next step
Tell us what you're building.
Share your goals in a short project brief. You'll get a tailored recommendation, a clear scope and price, and a launch date — plus a direct consultation if the project calls for one.