Client records
Contacts, work history, open requests and responsible people.
CLIENT PORTALS & CRM
Less searching through messages. More context.
When agreements, documents and statuses are scattered across inboxes, context gets lost. A portal or CRM puts information in one place for the right people.
For teams organising sales, support or ongoing client collaboration.
01 / FROM PROBLEM TO SOLUTION
Clients and your team see what they need.
We map how clients find you, what they submit and what they need during a project. Internal notes are separated from client-facing content, with access defined for every role.
Client access
Sign-in to view documents, statuses, instructions and requests.
Communication
Notes and notifications linked to a specific client or job.
Deadlines and reminders
Track next steps and agreed responsibilities.
02 / CLEAR SCOPE
Know what we’re building.
And what comes next.
Roles, document types, data migration and integrations determine the scope. Access permissions and data handling are defined before development.
- Discuss goals and the current workflow
- Agree scope, priorities and an estimate
- Build with reviews and feedback
- Verify, hand over and plan maintenance
BEFORE WE START
Common questions.
Do we need an existing CRM or custom development?
We compare your needs with existing tools first. Custom development makes sense when an important workflow remains unsupported.
Can a client see internal notes?
Access is defined by role. We separate internal and client-facing information and verify it with specific scenarios.
Can it connect to our existing website?
Yes, depending on the platform and available interfaces. We assess the connection when reviewing your setup.
LET’S START WITH YOUR IDEA
What’s slowing
you down?
Tell us what you want to improve. In a 30-minute conversation, we’ll explore whether we’re the right fit for your project.
I’M INTERESTED IN
Let’s talk30 minutes · Free · No obligation
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info@apexdigital-logic.hr