Private area
A client portal that saves calls and emails.
Your clients sign in and see their documents, invoices, usage and the status of every process. You upload once and stop forwarding.
Interactive demo · for guidance only
Sign in as a client and as the business.
Four example businesses: an advisory firm, a phone operator, a clinic and a garage. Sign, pay, download, upload a file and see the same thing from the other side.
Everything happens in your browser: nothing is stored on the server or sent.
I want a portal like thisThis is a demo, not the final product. It is a simulation in your browser so you can get an idea of how the service would work. Your system is designed from scratch, with your brand, your data and your integrations. Nothing you type here is stored or sent.
What is included
Everything that goes into the quote.
- Secure access per clientEach client signs in with their own password; optional second step.
- Documents and invoicesUpload once and the client always has it, sorted by date.
- Status of every processTo sign, in progress, filed, paid: no calling to ask.
- Signing and paymentQuotes signed and invoices paid from the portal.
- Usage and countersGB, minutes, hours, sessions: whatever you sell by usage, in a bar.
- Alerts and messagesAn email when something new arrives and a message thread with your team.
Capabilities
What a client portal can include.
It is built with the blocks your business needs; the rest is added when the time comes.
Documents per client
Invoices, contracts, reports and payslips sorted by date, with an alert on upload.
Quote signing
The client signs from the portal and there is a record of who and when.
Invoice payment
Card, Bizum or bank transfer; the status changes by itself when paid.
Usage and counters
GB, minutes, support hours or sessions: clear bars and an alert near the limit.
Processes with status
Each task with its phase: received, in progress, filed, closed.
Messages with your team
One thread per client, with attachments, instead of loose emails.
Business panel
Pending signatures and payments, unanswered messages and each client's activity.
Several users per client
The manager, the administration and the accountant with different permissions.
Integrations
It connects with what you already use.
We can link the solution with these tools, among others. If you use one that isn't listed, ask us.
Invoicing and accountancy
- Holded
- Sage
- A3
- Contasimple
Signing and payment
- Firma electrónica
- Stripe
- Redsys
- Bizum
Alerts
- Correo
- SMS
- Calendario
Brands belong to their owners and are cited only as a compatibility reference.
Questions about this service
What people usually ask before starting.
Another question? Write to us and we'll answer within 24 h
Will my clients have to install anything?
No. It is a private website: they sign in with their email and password from a phone or a computer, nothing to install.
Does it connect to my invoicing software?
Yes. Invoices and statuses come from what you already use (invoicing, accountancy, CRM) and the portal shows them; nothing is uploaded twice.
How many “can you send me the invoice?” emails do you get a month?
Tell us what your clients ask for and we'll tell you what your portal would include.