Rahnix capability
Client Portals & CRM
The system that carries a lead from first enquiry through to a signed proposal, an active project, and a paid invoice.
Read the full introduction
The system that carries a lead from first enquiry through to a signed proposal, an active project, and a paid invoice — without your team re-typing the same client details into four different tools along the way.
- 01Lead
- 02Proposal
- 03Project
- 04Portal
The system that carries a lead from first enquiry through to a signed proposal, an active project, and a paid invoice — without your team re-typing the same client details into four different tools along the way.
What it replaces
Usually a mix of a generic CRM that doesn't fit your workflow, a quoting spreadsheet nobody quite trusts, project updates sent over email, and a client asking "where are we up to?" more often than anyone would like.
What you get instead
A pipeline your team actually keeps up to date, because it's built around how your business really qualifies and quotes work.
Versioned quotes and proposals a client can review and accept online — with a clean paper trail of exactly what was agreed.
A client portal where your customers can see project status, files and invoices without emailing to ask.
Ready to talk about client portals & crm?
Tell us where things stand today and where you want to get to — we'll tell you honestly whether we can help.