SMARTFLOW
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We design custom client portals for Swiss SMEs: dashboards, documents, billing, feedback, secure nLPD/GDPR-compliant auth. From CHF 3'900, delivered in 4 to 20 weeks.
A custom client portal professionalizes your client relationship and centralizes everything your clients need to move forward with you.
It replaces lost emails, scattered files and generic tools (Notion, SharePoint, ClickUp) that cost a lot in per-seat licenses and don't match your workflows.
We use our own portal (SmartFlow Portal) with every client since 2025. Project dashboard, feedback, billing, documents: it's our live demo and proof that the portal lasts over time.
A client portal is a private, secure and personalized space where your clients access their dashboard, documents, invoices and exchanges with you.
Custom means your branding, your domain (portal.your-company.com), your exact workflows, your fine-grained permissions per client and per team.
Profitable from 5 to 10 active clients, essential beyond 20. Generic SaaS per-seat licenses become more expensive than custom in under 12 months.
Generic tools lock you into their UX, limit integrations and cost heavily in per-seat licenses. Your branding fades, your workflows bend to the tool.
A custom portal adopts your visual identity, your processes and integrates with your tools (Stripe, CRM, emails). One-time investment (CHF 3'900 to 40'000) paid back in 12 to 24 months depending on usage.
Unified dashboard, documents, basic billing. Ideal to get started. From CHF 3'900.
Share deliverables, contracts, sensitive files. Fine-grained permissions, audit trail. From CHF 6'900.
Timeline, milestones, feedback, history. Full transparency on progress. From CHF 9'900.
Strict data isolation, internal admin, automated onboarding. For agencies and firms. From CHF 15'000.
Stripe billing, subscriptions, multi-role, third-party integrations, API. Up to CHF 40'000.
Same stack as our own SmartFlow Portal, production-proven since 2025.
Next.js + React + TypeScript on front, Supabase Auth (email, SSO, MFA) for auth, PostgreSQL RLS to isolate data, Stripe for billing, Resend for transactional emails.
Supabase hosting in Frankfurt (EU) or Zurich (Switzerland) depending on nLPD constraints. Signed DPA, documented processing register, complete access logs, revocable sessions from the admin.
A client portal becomes profitable as soon as your client interactions repeat and standardize:
Swiss SMEs managing more than 10 recurring clients (services, consulting, finance, real estate)
Creative, digital or marketing agencies wanting to professionalize client relationships
Law firms, trustees and accountants exchanging large volumes of sensitive documents
B2B companies whose clients increasingly expect transparency and autonomy
Organizations whose SharePoint, Notion or ClickUp license costs exceed CHF 3'000 per year
Request a demo of our own SmartFlow Portal. Free 30-minute introductory call, detailed quote within 48 hours.