Your Brand. Your Portal.
Your Clients.
We build custom branded portals where you manage your business operations and your clients log in to view dashboards, reports, and documents — all under your brand.
- Manage all client data
- Generate reports & invoices
- Configure automation rules
- Monitor activity & analytics
- View personalised dashboards
- Download reports & documents
- Submit requests & uploads
- Track progress in real-time
Spreadsheets, Emails & Shared Drives Don't Scale
Your clients deserve better than digging through email threads for updates. Your team deserves better than copy-pasting data between spreadsheets. A branded portal changes everything.
Clients email asking for status updates
Clients log in and see live dashboards
Reports shared via email attachments
Reports auto-generated and always available
Data scattered across tools and sheets
Single source of truth, role-based access
What We Build Into Every Portal
Every ClientVault portal is custom-built for your business, but these core capabilities come standard.
Branded Login
Your logo, your colors, your domain. Clients log into a portal that feels like yours, not ours.
Custom Dashboards
Real-time data visualizations tailored to your industry. Clients see exactly what matters to them.
Role-Based Access
Admin, manager, staff, client — granular permissions so everyone sees only what they should.
Data Import & Sync
Bulk import from spreadsheets, sync with existing systems, or connect via API integrations.
PDF Reports
Auto-generated branded reports your clients can download. Scheduled or on-demand.
Email Notifications
Automated alerts for status changes, new documents, upcoming deadlines, and custom triggers.
Workflow Automation
Automate repetitive tasks — approvals, status updates, data processing, and scheduled jobs.
Client Self-Service
Clients update their own info, submit requests, upload documents, and track progress independently.
How It Works
Three steps from concept to launch.
Consultation
We map your workflows, data structures, and client needs. You tell us what your portal should do — we figure out how.
Build
Our team designs and develops your portal with your branding, data models, and automation rules. You review at every stage.
Launch
We deploy to production, migrate your data, onboard your team, and provide ongoing hosting and support.
Built for Any Industry
Every business that manages client relationships can benefit from a branded portal.
Waste Management
Route scheduling, collection tracking, compliance reports, customer portals for service requests.
Property Management
Tenant portals, maintenance requests, lease management, financial reporting dashboards.
Consulting & Agencies
Project dashboards, deliverable tracking, time logging, client approval workflows.
Legal Firms
Case status tracking, document sharing, billing transparency, secure client communication.
Accounting
Document collection portals, tax season workflows, financial statement delivery, deadline tracking.
Logistics & Supply Chain
Shipment tracking, inventory dashboards, vendor portals, delivery confirmation workflows.
Transparent Pricing
Setup fee + monthly hosting & maintenance. No hidden costs.
Starter
For small businesses getting started
- Branded login & dashboard
- Up to 100 client accounts
- 3 custom data views
- PDF report generation
- Email notifications
- Mobile-responsive design
- SSL & daily backups
Professional
For growing businesses with complex needs
- Everything in Starter
- Up to 1,000 client accounts
- Unlimited data views
- Role-based access control
- Workflow automation
- API integrations
- Custom domain
- Priority support
Enterprise
For large operations needing full customization
- Everything in Professional
- Unlimited client accounts
- Multi-tenant architecture
- Custom integrations
- Advanced analytics & BI
- White-label fully branded
- SLA & dedicated support
- Dedicated video call support
All prices shown in USD. South African visitors see ZAR pricing.
Ready to Give Your Clients a Better Experience?
Let's discuss your business, your clients, and what your portal should do. No obligation, no pressure — just a conversation.
Book a Consultation