Live portal walkthrough

See what clients experience when you send a portal link.

This guided walkthrough shows how quotes, approvals, invoices, and payments appear from the client’s perspective.

What you’re looking at

This page simulates the experience your clients have when you share a portal link. Nothing here requires login or setup — it’s a read-only walkthrough.

Quote review

Clients open a simple link and see a clear summary of the work, pricing, and options.

Approval

Approvals happen with a single click, and both sides see confirmation instantly.

Invoice & payment

Invoices are tied to the same job and can be paid directly from the portal.

Ongoing access

Clients can revisit the portal anytime to see history, receipts, and updates.

A few things to know

  • ✓ Clients never see internal notes or staff-only details.
  • ✓ Each portal is branded to your business, not CrossMerg.
  • ✓ You control what clients can view and do.

Want to see this with your own branding and workflow?

Tell us how you handle quotes and invoices today and we’ll walk through how the portal would work for your team.

Talk to us View pricing

Why teams choose CrossMerg

  • ✓Fewer status calls because clients can see what’s happening.
  • ✓Faster approvals because the next step is obvious.
  • ✓Cleaner payments because invoices have context and history.
  • ✓A more professional client experience without enterprise complexity.

A note from Peter, founder of CrossMerg

If you tell me what your clients struggle with today (approvals, payments, scheduling, status updates), I’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity — no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.