Client portals

Give customers a clean, secure place to see what’s happening, approve work, and pay — without teaching them new software.

Client portals your customers actually use.

We design portals that feel like an extension of your business: your logo, your language, your process — powered by CrossMerg.

See what a portal could look like Back to overview

What clients see inside their portal

Every build is tailored, but most portals share the same bones — a simple, mobile-friendly space where clients can review, approve, and pay.

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One link that answers “What’s going on?”

Every portal is built around a simple idea: your client should be able to open one link and instantly understand what’s approved, what’s in progress, and what needs their attention.

  • • Quotes and work orders with clear status badges.
  • • Upcoming visits or scheduled work clearly visible.
  • • Files, photos, and notes grouped by job or project.
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Approvals & signatures without friction

We streamline how clients say “yes” so you spend less time chasing signatures and more time doing the work.

  • • Approve or decline quotes and options from any device.
  • • Capture digital signatures right in the portal.
  • • Automatic notifications back into CrossMerg when something changes.
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Payments that plug into how you already get paid

We don’t force you onto a new processor. Instead, we wrap your existing payment options in a portal that feels professional.

  • • Connect to your preferred payment provider where possible.
  • • Request deposits, progress payments, or final balances.
  • • Sync payment status back to CrossMerg and accounting.

How a portal project usually runs

Most builds start with reviewing your current quote → job → invoice flow. Then we sketch the portal screens, wire it into CrossMerg, and test it with a couple of friendly clients before rolling it out wider.

Walk me through a sample build Back to CrossMerg home