Guides & Resources

Website and Company Policies.

Our legal, billing, and support policies — all in one place.

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.