Back to Portfolio
Case Study • Custom Software Development

Client Portal System

A custom-built business management platform that brings customer management, meeting scheduling, payments, and document sharing together in one seamless dashboard.

10
Active Partners
66
Customers Managed
18
Active Subscriptions
£5,270+
Revenue Processed

The Challenge

  • Managing customers across multiple disconnected tools
  • Manual scheduling causing back-and-forth emails
  • Scattered documents and lost files
  • No visibility into payment status
  • Time wasted on repetitive admin tasks

The Solution

  • One unified dashboard for all operations
  • Integrated Zoom scheduling with automatic reminders
  • Secure document portal with organized folders
  • Real-time payment tracking via Stripe
  • Automated workflows saving 15+ hours weekly

Everything in One Place

A powerful admin dashboard that gives you complete visibility into your business operations

Admin Dashboard

Add Partner

Total Customers

66

Active Subscriptions

18

Monthly Revenue

£12.4K

Recent Transactions

Dec 12, 2025James Wilson
£586.35Paid
Dec 12, 2025Emma Thompson
£408.42Paid
Dec 11, 2025Oliver Brown
£818.57Paid
Dec 09, 2025Sophie Davis
£667.31Paid
Dec 08, 2025William Taylor
£266.52Paid
Dec 08, 2025Charlotte Evans
£581.21Paid

Built for Service Businesses

Every feature designed to save time and improve client experience

Admin Dashboard

Complete overview of partners, customers, and transactions in one place

Zoom Scheduling

Book meetings directly with partners through integrated calendar system

Stripe Payments

Automated invoicing and payment tracking with Stripe integration

Document Sharing

Secure file sharing with organized folders for each customer

Built-in Chat

Direct communication with customers without leaving the platform

Customer Management

Organize clients into sections with detailed profiles and history

Zoom Integration

Simple Meeting Booking

Customers can book Zoom consultations directly through the portal. No more back-and-forth emails. Just select a partner, pick a date, choose a time, and confirm. Recordings are automatically shared in the customer's chat.

Duration varies by partner (15-60 minutes)
Automated calendar sync
Recording shared in support chat
24-hour cancellation policy

Book a Zoom Meeting

Schedule a consultation with our team

1
Select Partner
2
Select Date
3
Select Time
4
Book Meeting

Meeting Information

DurationVaries by partner (15-60 minutes)
PlatformZoom Video Call
Follow-upRecording shared in your support chat
Cancellation24 hours advance notice required

Organized Customer Management

Group customers into sections, manage access, and track their journey

Customers Management

Add CustomerAdd Section

NEXUS STRUCTURE

NameMonthly RevenueStatusDocuments

Thomas Anderson

$5,240
Active
8

Sarah Mitchell

$3,456
Active
7

Robert Chen

$8,920
Active
12

Emily Watson

$2,180
Pending
3

Michael Brooks

$6,750
Active
9

Jennifer Adams

$4,320
Active
5

David Miller

$1,890
Active
2

Google Analytics Report

(Last 12 months)

Total Visitors

18.4K

Total Page Views

30.45K

Direct Views

4.24K

Paid Views

19.97K

Social Views

3.38K

Organic Views

1.52K

Traffic Growth

↑ 89% YoY
20K
16K
12K
8K
4K
0
JanFebMarAprMayJunJulAugSepOctNovDec

The Results Speak for Themselves

Our custom portal has transformed how service businesses manage their operations

20+ hrs/week
Time Saved Weekly
500+
Documents Shared
100%
Invoice Automation
0
Missed Appointments

Ready to Streamline Your Business?

Let us build a custom portal solution tailored to your specific business needs.