Manage leads, clients, and internal follow-ups in your CRM while giving every client a private portal for projects, documents, requests, approvals, and invoices.
Most SMEs do not need another disconnected app. They need a system that matches the exact way work moves through the business.
Sales records the opportunity in the CRM, but delivery starts again in email, spreadsheets, and separate project tools.
The team can see notes and pipeline stages, while clients still email for project status, documents, invoices, and next actions.
Contacts, project status, approvals, and payment details are copied between systems, creating conflicting records and missed follow-ups.
A standalone portal may share files, but it does not connect each client action to the owner, relationship, deal, or service record behind it.
Component.app builds a custom system with the operational details, permissions, automations, and dashboards your team actually needs.
Keep contacts, companies, opportunities, services, projects, portal users, and communication history connected to the same relationship.
Your team sees pipeline, private notes, owners, risks, and follow-ups while clients receive a focused self-service workspace.
Create the client workspace, invite the right people, and publish onboarding requests when an opportunity reaches the agreed stage.
Assign each next action to the client, account manager, delivery team, or finance team with a clear due date and status.
Use an upload, approval, service request, or payment event to update the client record and trigger the next internal response.
Control what each client contact can view, submit, approve, or download without exposing internal CRM notes and workflows.
Record the company, contacts, source, requirements, owner, and next sales action in the CRM.
When the opportunity is won, create the client account, service record, and private workspace from the same data.
Give each contact the correct portal role and publish their onboarding requests, tasks, documents, and deadlines.
Client submissions and approvals update the CRM, notify the owner, and move the service workflow to its next stage.
No generic SaaS compromise. Describe how your workflow works, and Component.app can turn it into a custom operating system.