Track progress
Milestones, current stage, and what happens next.
CRM — client portals
Client portals that answer “where are we at?” before anyone has to ask.
A client portal is a secure login where your customers see their own project status, files, messages, and invoices. Site & Wire builds portals connected directly to your CRM, so what your team updates is what your clients see.
Client Portals
What clients can do in a portal
Share files
Download deliverables and upload documents or photos.
Message the team
Conversations kept with the project instead of lost in email.
Pay invoices
View invoices and pay online by card.
Manage memberships
See care plan details and manage their subscription.
Sign in their way
Email sign-in or one-time verification codes. Portal logins and records can run on a secure Supabase database, so your client data stays in a system you own.
Client Portals
Other portal types
Employee portals
Schedules, documents, and tasks for your team.
Subcontractor portals
Jobs, scopes, and files shared with partners — and only theirs.
Customer payment portals
A simple place for customers to see and pay what they owe.
Related
Connected services
Most projects combine more than one of these.
Custom CRM Development
Custom CRM systems built around a business's own process.
Learn moreMobile App Development
iOS/Android business apps and field-service apps for contractors.
Learn moreIntegrations
Stripe, QuickBooks, Google Workspace/Drive, n8n, Supabase, booking and API integrations.
Learn moreRelated services
Next step
Tell us what you need built.
Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.