Système propriétaire
Client Portals and Business Dashboards
Your clients chase you to find out where their project stands. We give them a clear, current space that belongs to you.
Why this is blocking your growth
Clients and teams have no real-time visibility, and reporting is rebuilt by hand at every month end.
Coût de l'inaction : Delayed decisions, falling client satisfaction, and hours lost to Excel exports.
You have this problem if…
- Clients with no visibility on progress
- Manual reporting that eats hours
- Data scattered across CRM, spreadsheets and email
The system we build
Spaces that are reliable, readable and actionable: a secure client portal with authentication and per-client scope, KPI dashboards connected to your real sources including CRM and analytics, automated PDF and CSV exports that replace Excel reporting, real-time alerts and project statuses, and granular permissions per team and per client.
Possible stack: Next.js · Supabase · Looker Studio · Webhooks CRM
Indicative timeline: 6 to 10 weeks depending on the number of KPIs and sources
Expected result
Fewer scattered exchanges, faster decisions, and a more professional client experience.
For whom: Service companies with recurring client relationships · Concierge services and premium real estate · Agencies and firms reporting to their clients
Cas d'usage : Client reporting portal · Operations dashboard · Multi-site project tracking
Who this is not for
- Your clients are not asking for visibility.
- The data will stay in spreadsheets.
- A storefront is enough, not a workspace.
What you will not have to do
- Answering « where do we stand » three times a week.
- Building a report by hand, client by client.
- Reopening the question of access rights every time.
What you get
- 1
Secure client portal with authentication and per-client scope
- 2
KPI dashboards connected to your real sources
- 3
Automated PDF and CSV exports
- 4
Real-time alerts and project statuses
- 5
Granular permissions per team and per client
Questions avant achat
Straight answers before you start Client Portals and Business Dashboards.
Does it connect to our CRM?
Yes, through the API. The portal reads your real sources rather than a separate copy.
Can each client see only their own data?
Yes. Permissions are granular, per team and per client.
Who owns the system?
You do, like every proprietary system we build.
Does your site actually attract the right clients?
8 pillars analysed in ~30 min: UX friction, tracking, acquisition opportunities and high-impact priorities. Free, no commitment.
