Get a dashboard or customer portal built.
One place for data, documents and action. Your team and your customers see what's going on, connected to the systems you already use.
Answer five questions and see which services fit your business.
- Check Smit quote
- Call Jansen back
One system, a separate view for each role.
- Quote Bakkerij SmitQuiet for 5 days
- Invoice 2026-118Overdue
- Havenstraat projectOn schedule
- 08:00 Garage West, lighting
- 10:30 Follow-up call, Jansen quote
- 13:00 De Boer family, fuse box
- 15:30 Order materials
- Quote.pdf2 Oct
- Schedule.pdf6 Oct
- Warranty.pdf6 Oct
Extra work: additional circuit in the fuse box
Accept- Your schedule has been confirmed6 Oct
- The panels have been delivered to our warehouse9 Oct
Insight, action, or both.
Dashboard: understand
Shows what's happening: where things stand, where they're off course, which way they're heading and what needs attention.
Portal: act
Lets people do something: upload a document, make an enquiry, give approval, complete a task or track a job.
Platform: both
Data, users, permissions, integrations, messages and actions in one environment.
Seven kinds of environment, one approach.
Customer portals
Status, documents, enquiries, invoices and messages in a secure environment. For an agency, an installer, an association or an online shop.
Management dashboards
Revenue, what's in the pipeline, projects, capacity and cash flow for directors and management.
Operational dashboards
Open tasks, new enquiries, scheduling, stock and exceptions for the team that has to act today.
Sales and marketing
Where leads come from, what a campaign brings in, how quickly leads are followed up and what an agent has handled.
Partner and supplier portals
Orders, enquiries, documents and agreements shared with dealers, suppliers or members.
Internal tools
A workspace for admin, support or planning: assess enquiries, check documents, assign tasks.
Approval workflows
Check, approve, send back and pass on, with a record of who did what.
Your systems stay. We put one layer over the top.
- CRM
- Accounting
- Website and forms
- Calendar and email
- Spreadsheets
- Dashboard
- Portal
- Report in your inbox
Also possible: helpdesk, stock, payments and AI agents. We check in advance, system by system, which integrations are possible.
See what your agents are doing, and where they're waiting for you.
- Daily summaryWhat has changed and what needs attention today, in a few lines.
- Alert on anything unusualIf a figure falls outside the normal range, you see it straight away, with an explanation.
- Oversight of your agentsWhat an agent did on its own, what is waiting for your approval and where it wasn't sure.
- Ask questionsAsk a question about your figures, or let a customer look up their status in the portal.
Who can see what is set in advance.
- A separate account for each user
- Sign-in with an extra step
- Permissions per role
- Data kept separate per customer
- A log of who did what
- Backups
- Data agreements in writing
Eight steps, from goal to improvement.
Understand
Who uses the environment, and what decisions do they need to make with it?
Structure
We set out which data, roles, screens and actions it will have.
Design
You click through a prototype with your own figures before we build.
Connect
We connect your CRM, accounting, calendar and other sources.
Build
We build the environment, screen by screen, and you look in along the way.
Securing
A separate account for each user, permissions per role and a log.
Go live
We test with users, explain it to your team and switch it on.
Improve
We look at what's being used and adjust accordingly.
Frequently asked questions.
What's the difference between a dashboard and a customer portal?
A dashboard is for you and your team: figures and tasks on one screen. A customer portal is for your customer: they log in and see their documents, the status of their job and what they still need to do.
Which systems can it connect to?
Most systems for CRM, accounting, calendar and email, as long as they offer an integration. We check that in advance for each system.
Do I have to switch to different software?
No. We build on what you already use.
How is security handled?
Every user has their own account and permissions per role. There's a log of who did what, and the data stays yours.
Can it include AI?
Yes. A daily summary, an alert on anything unusual, and an overview of what an agent has done and what is waiting for approval.
What if an integration goes down?
Every figure shows when it was last updated, so you never make decisions on out-of-date data. We can monitor the integrations for you. That's something we agree separately.
What will I receive?
What the environment needs to do, the roles, the screens and routes, a clickable prototype, the design, the integrations, the permissions structure, a test round with users, a briefing for your team and an admin guide.
What do you need from me?
The systems you use now, the figures you manage by, and which roles there are and who can see what.
Related services.
What information do you piece together every day? Talk through your set-up with us.
Would you rather talk it through? Call +31 6 12 08 49 38. We respond within the hour.