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Client portal development

A client portal your clients actually log into.

We build client portals that give your clients one secure place to see progress, approve work, share files and pay, and your team one system behind it. Built around your service, branded as yours.

Book a Discovery Call(775) 440-6800
mystackos.com
StackOS, built by Stack Mode

Our work · StackOS

The problem

Your client experience lives in your inbox.

Status updates by email, files in three cloud folders, approvals buried in threads and invoices nobody can find. It makes a great business feel disorganized, and it eats your team's day.

A custom client portal gives every client a professional home for their work with you, and gives your team a CRM built around how you deliver.

What changes for you

What client portal development should do for your business.

Clients feel taken care of

Progress, files and next steps always one login away, branded as your business.

Fewer status emails

Clients check the portal instead of asking, so your team stays focused.

Faster payments

Invoices and online payment in the same place clients already visit.

Secure by design

Role-based access, so every client sees only their own work.

What you get

What client portal development includes

Pick what your business needs; we design the rest around it.

  1. 01

    Projects and progress

    Milestones, tasks and status that clients can see without asking.

  2. 02

    Approvals and proofs

    Clients review designs, documents or proposals and approve with one click.

  3. 03

    Files and documents

    Contracts, deliverables and shared files organized by client.

  4. 04

    Invoices and payments

    Online payment, history and receipts, connected to your accounting.

  5. 05

    Messages and support

    Requests and conversations attached to the right client, not lost in email.

  6. 06

    CRM and pipeline

    Leads, deals and client records for your team behind the portal.

Proof

Work we're proud of.

See the full portfolio

Why Stack Mode

We run our own business on one.

1

StackOS

Our clients log into a portal we built for projects, approvals, invoices and messages. We know what works.

2

Built for your service

Your workflow, your terminology and your brand, not a generic template.

3

Room to grow

Start with the essentials and add modules as your clients and team ask for them.

How we work

Five steps. One team. No surprises.

Fixed pricing and a clear plan before we start, and you see the work at every stage.

  1. Strategy

    01

    We learn the business, the customer and the goal, then map the pages, features and content that will move the numbers.

  2. Design

    02

    A custom design for your brand, reviewed with you screen by screen until it feels right. No templates.

  3. Build

    03

    Clean, fast code, built to rank and to last. Applications get tested with real data before anyone relies on them.

  4. Launch

    04

    Redirects, tracking and speed checked before go-live, so nothing you already earned is lost in the move.

  5. Grow

    05

    Hosting, care and marketing after launch, so the site keeps getting better instead of going stale.

Our stack

Tools we trust for this work.

Every tool is one we use on real client projects. Tap any of them for our take.

Client reviews

Don't take our word for it.

4.9

Google rating

  • They really got to know us and incorporated our ideas into our website perfectly. In addition to our new website, they developed an amazing CRM to help streamline our workflow!
    TTT. TranNNCEPP
  • Chris and the team at Stackmode absolutely nailed our Nevada Estate Property website. I've been in real estate for over 20 years and have seen a lot of websites. This is honestly the best I've seen.
    RBRyan BordenNevada Estate Property
  • Started a very big project with Chris back in April. We just completed the project and I couldn't be more impressed with his skill, professionalism and patience.
    JDJeff DavidsonReno Restaurant Guide
  • We've had an increase of people asking about our site, our business has increased substantially. The communication is phenomenal and the budget is right on target!
    DLDon LamersWestern Nevada
  • Absolutely could not be more impressed with this company. They took my idea, created an amazing website, and provided exceptional customer service. Very modern, clean, and professional!
    CGChad GrayotBio Sealed
  • Stack Mode was able to assist me with creating a robust website with powerful marketing messages. I wouldn't just lightly recommend Stack Mode, I am an advocate for their high-quality work!
    EAElias AstutoeXp Realty
  • They were very helpful, accommodating, knowledgeable, and quick to respond! We would recommend them to anyone needing website help or marketing services. Thank you, Stack Mode!!
    SSSamantha SamuelsonBlack Eagle Consulting
  • Great work on our website and very good with communication! It's great to have a team you can count on. We highly recommend Stack Mode Marketing Group!
    DMDarik MerbachBooked Out
  • First class marketing and design services. Recommend them to anyone needing a website, marketing assistance, or even just a logo. They will go out of their way to please.
    WBWilliam BloomerWilliam R. Bloomer, CPA
  • I found Chris and his staff at Stack Mode Marketing Group to be very professional, helpful, friendly, and knowledgeable with all aspects of their services in supporting our company goals.
    AMAlex MalavazSurviveIt2
  • Stack Mode Marketing Group did a great job of creating our website. We would recommend Stack Mode Marketing Group to anyone who is looking to create a customized website!
    RBRoxanne ButlerMyan Management Group
  • Chris Foti really knows his business. He provided excellent advice to us today and he was very generous with his time!
    JRJen Rosser

FAQ

Client Portals and CRMs questions, answered.

What is a client portal?
A secure website where each of your clients logs in to see their own projects, documents, approvals, invoices and messages with your business.
Why build a custom portal instead of using an off-the-shelf one?
Off-the-shelf portals are generic, charge per user and rarely match your process. A custom portal fits your service exactly, carries your brand and grows with you.
Can the portal connect to our CRM or accounting software?
Yes. We can connect to most tools with an API, or build the CRM into the portal itself.
Is client data secure?
Yes. Portals use secure sign-in, encrypted connections and role-based access so each client only sees their own information.
What does client portal development cost?
Every project gets a fixed price after a discovery call, based on the modules you need. The Price Guide shows where custom applications typically land.
How long does a client portal take to build?
A client portal's build time depends on the modules you start with. We launch a focused first version, then add modules, and your proposal includes the timeline for each phase.

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