Live Portal inquiry

Let’s map the portal your clients would actually use.

Use this page when you came from the Live Portal walkthrough and want to talk through a client-facing portal for your own workflow.

Choose the simplest way to get started.

Option 1

Talk through your workflow

We’ll walk through how you currently handle quotes, approvals, and payments.

Option 2

Submit your details

Send us a quick summary and we’ll map out the best portal setup for you.

Option 3

Review your setup

We’ll show you a tailored version of how your client portal would work.

Option 4

Launch your portal

Start using your client portal with a clean, simple workflow your clients will actually use.

Tell us about your portal workflow

To provide the best solution for your business, tell us a bit about your current workflow for client requests, approvals, and payments.

Step 1 of 3

What type of business are you?

Pick the closest match — we’ll highlight the matching form area below so you can choose the specific business type.

What happens after you send the portal inquiry?

A real person reviews your workflow notes and replies with the simplest portal path that makes sense. If a portal is not the right next move, we’ll say so clearly.

  • ✔Short, clear replies about whether a portal makes sense for your workflow.
  • ✔If a lighter next step is better than a full portal, we’ll say so early.
  • ✔We’ll focus on the smallest useful portal step, not unnecessary features.
Get started

Want to compare options first?

You can review pricing and service options before we talk through your portal setup.

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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 the founder of CrossMerg

If you tell us what your clients struggle with today (approvals, payments, scheduling, status updates), we’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack. We focus on practical improvements that teams can actually adopt, not abstract features that look good in demos.

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.