Business Management Portal
A CRM and ERP portal for clients, quotations, invoices, stock and tasks, with staff and client logins.
All projects- Client
- Security systems installer
- Service
- Custom Software
- Year
- 2025
Scope
- Custom Software
- CRM & ERP
- Client Portal
The problem
Client details, quotations, invoices and stock lived in separate spreadsheets and tools. Staff re-typed the same data at every step, managers had no live view of the business and clients had to call to find out where their job or invoice stood.
Our solution
We built one portal that carries a job from start to finish. A quotation is built from stock items, becomes an invoice in one click and updates stock automatically, and the delivery task is assigned to the right person. Employees sign in to see only the modules they are allowed, and clients have their own portal for quotations, invoices and job status.
Client management
Each client's contacts, tax details, quotations, invoices and jobs kept in one record.
Quotations & invoices
Quotations built from stock items with GST calculated automatically, then converted to invoices in one click.
Stock management
Stock reduces as items are invoiced, with low-stock alerts at each item's reorder level.
Task management
Jobs assigned to staff with due dates and checklists, tracked from to-do to completed.
Role-based access
Admins switch modules on or off for each role, so employees see only what they are allowed.
Client portal
Clients sign in to view their own profile, quotations, invoices and job status.
- React
- Node.js
- PostgreSQL
- Docker
- Google Cloud
- One system in place of separate spreadsheets, with no re-typing between quotation, invoice and stock
- A live view of revenue, unpaid invoices, tasks and stock for managers
- Fewer status calls, because clients can check their own quotations, invoices and jobs
More projects
- E-Commerce
E-Commerce Platform
Multi-vendor marketplace with a customer storefront, vendor portal and super admin panel.
- Website
- E-Commerce
- UI/UX
- Website
Corporate Website & Solar Platform
Corporate website with a solar savings calculator, lead dashboard and content manager.
- Website
- Lead Management
- UI/UX
- AI & Automation
AI Workflow Automation
AI document processing that updates the CRM, drafts follow-ups and asks a person when unsure.
- AI Automation
- Integrations
- Workflow
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