Custom portal · White-label · API
Client and quote portal for an agency
A communication agency wanted to give its clients a private area for quotes, files and invoices. I developed the portal white-label under its own brand.
- −50%
- coordination emails
- 2×
- faster approvals
- 100%
- white-label
The challenge
Quotes, approvals and invoices travelled by email: long delays, confusing file versions and no tool to follow project status.
The solution
A portal under the agency's brand with online quotes, approvals, file archive and project status, connected to the CRM and e-invoicing through APIs.
How it went
- 01
Brief with the agency
Defining features and flows with their project manager.
- 02
White-label development
A portal under their brand, with end clients unaware of the external developer.
- 03
CRM and invoice integration
Automatic sync of clients, quotes and invoices.
Tools used
- Nuxt
- Node.js
- PostgreSQL
- CRM API
- E-invoicing
To our clients it feels like an in-house product. For us it's one less job every day.
Sample case: project figures are indicative.
Developer for agencies (white-label) →Shall we talk about your project?
A 20-minute chat, no strings attached: we'll figure out together where to start.