We Built Our Own Client Command Center
Own The Climb Client Portal
We practice what we preach. Our client portal handles onboarding, project management, document sharing, and communication, all in one place. Clients see real-time project progress, and our team has a single source of truth.
At a Glance
Key results and metrics from this project.
The Challenge
Managing multiple client projects across email, Slack, and various tools created chaos. Clients wanted one place to see everything about their project: progress, documents, messages, invoices. Our team needed a single source of truth instead of scattered information.
The Solution
What we built to solve the challenge.
- Project dashboard with milestone tracking
- Document library with version control
- Real-time messaging and notifications
- Invoice and payment history
- Multi-tenant architecture for client isolation
- Role-based access control
- Automated status updates and notifications
- Integration with internal tools
- Smart project status summaries
- Automated meeting prep with context
- Client question answering from project docs
- Milestone prediction based on progress
Key Capabilities
Technology Stack
The Business Impact
Measurable results and transformation.
The portal eliminated 70% of email volume by centralizing all client communications. Onboarding time dropped 50% with automated workflows. Client satisfaction hit 98% with full transparency into project progress.
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