Client portals
Login, overview, documents, status, automated mail. Admin included. Fewer follow-ups. More time for conversations that make money.
We build portals, lead systems and automation that take office work off your plate. Fixed price. Switzerland. Delivered turnkey. You describe the bottleneck — we deliver the result.
The problem
Every status email, every PDF sent by hand, every chase costs minutes. Minutes become hours. Hours become capacity you no longer spend selling, advising or leading. This isn’t a “work harder” problem. It’s a systems problem.
If nothing changes
The outcome you want
The mechanism
Most people buy software and hope. We remove the bottleneck — and run the result with you.
Login, overview, documents, status, automated mail. Admin included. Fewer follow-ups. More time for conversations that make money.
Landing pages and funnels that pre-qualify. Request in — context clear — pipeline ready. Confirmation to the prospect included.
Documents, mail, sync, approvals. AI where it creates speed — with an audit trail. Links to Bexio, mail, CRM when the payoff is real.
The offer
Not “a bit of website”. A system ready to run at a fixed price — including hosting, domain and ongoing support. Here’s the stack:
Design, branding, landing page, forms, confirmations — built for your process, desktop and mobile.
Login, documents, status, prospect management, notifications, PDF exchange.
Confirmations, contracts, payment info, status updates — without typing every message.
Go-live, QA, documentation. You know what was built and how to use it.
Incl. usual third-party costs (e.g. email service, cloud). Data stays in Switzerland.
Up to 1 hour maintenance/data care per month, small content tweaks, technical support — no separate base fee.
One fixed price after clear scope. Guaranteed live within 7 workdays. Further project sites from CHF 3,000 net.
Extras (integrations, custom features, languages) only after a transparent quote — never as a surprise on the invoice.
How it works
The less effort on your side, the higher the perceived value. That’s why we own build and operations.
Risk reversal
After a short call we tell you straight: whether we’re the right partner, what’s possible, what it costs — and whether it’s worth it for you. If not: you know immediately. No pitch pressure.
Fixed-price guarantee: Agreed scope = agreed price. More only after a new quote. Hosting, domain and agreed support are in — no hidden “from month 2” traps.
Speed guarantee: For the agreed platform scope: live within 7 workdays. Deviations are communicated before we start — or we don’t start.
Who it’s for
For owners and teams who want to scale but spend the day on admin. Who need a finished system — not an in-house IT department.
Yes, if you…
No, if you…
Objections
A business-card site is cheaper — and changes nothing about your office time. We sell hours back and a system that works. Price the fixed fee against recovered capacity, not against a five-page brochure site.
No. Done-for-you: we build, host and support. You need one contact for content and approvals — not a developer team.
Anytime. Follow-on projects from CHF 3,000 net. Integrations, extras and languages via separate quote — always clear upfront.
Hosting in Switzerland. nDSG and GDPR designed in from day one. No experiments with client data.
Send a short description or book a call. We usually reply the same business day with a clear assessment.
Write where most office time goes today. We’ll reply with: feasible / not · rough frame · whether it’s worth it. No obligation. No pitch script.