Give your customers a secure, professional place to manage their relationship with your business.

BuiltInOasis designs and develops custom client portals that bring communication, documents, forms, project information, payments, and customer workflows into one centralized platform.

We build the portal around your existing business processes and can connect it to your CRM, payment systems, calendars, email, storage platforms, and other software.

• Custom client portal interface • Up to 10 core portal pages • Secure authentication and user accounts • Client dashboard • Client profiles and account management • Document and file functionality • Forms and information collection • Project or status tracking • Notifications • Basic messaging and communication functionality • Admin dashboard • Role-based permissions • Up to 3 system integrations • Database and backend development • Workflow automation • Testing and QA • Production deployment • Documentation and handoff

Additional integrations, advanced CRM functionality, payments, AI assistants, advanced workflows, multi-tenant architecture, and other custom functionality can be added based on your requirements.

Expand your client portal with additional functionality, integrations, and business workflows.

• Additional Portal Page — +$750 Add another custom client-facing or administrative page.

• Additional System Integration — +$1,000 Connect another CRM, API, payment platform, calendar, storage system, or business application.

• Advanced CRM Functionality — +$2,500 Add advanced lead/client management, pipelines, tasks, notes, activity tracking, and CRM workflows.

• Advanced Messaging System — +$1,500 Add client-to-business messaging, conversation history, notifications, and communication management.

• Advanced Document Management — +$1,500 Add advanced document organization, uploads, permissions, categories, search, and document workflows.

• Billing & Payments — +$2,000 Add Stripe payments, invoices, subscriptions, payment history, and billing functionality.

• Advanced Workflow Automation — +$1,500 Automate onboarding, approvals, notifications, status changes, follow-ups, and other client workflows.

• AI Customer Assistant — +$2,500 Add an AI assistant that can answer client questions and interact with your portal's business knowledge.

• Advanced Admin Dashboard — +$2,000 Add expanded administration, reporting, user management, configuration, and operational controls.

• Advanced Reporting & Analytics — +$1,500 Add KPIs, reporting, analytics, filters, performance tracking, and custom data visualization.

• Advanced Roles & Permissions — +$1,500 Create customized access levels for clients, employees, administrators, managers, and other user types.

• Data Migration — Starting at $1,000 Import, clean, organize, and migrate existing customer, document, or business data.

• Multi-Tenant Architecture — Starting at $4,000 Allow multiple companies or organizations to securely operate within the same platform.

Larger portals, complex integrations, enterprise functionality, and substantial new features can be scoped as separate custom projects.