Client portal
Give clients one place to review and pay for service work
Keep estimates, approvals, deposits, invoices, payments, photos, file activity, and completed records together in a branded client portal.
Use this when
Where this workflow fits
- Clients regularly ask you to resend estimates, invoices, payment links, or photos.
- Approval and payment should stay tied to the exact estimate or invoice.
- Completed work needs a clear record that the client can access again.
Inside Interdatum
What the CRM handles
- Send the client an estimate through their portal.
- Let them accept or decline scope and pay a deposit when required.
- Show relevant file activity and job photos as the work progresses.
- Publish invoices and collect balances through Stripe Connect.
- Keep historical files and closed-job archives available after completion.
Good fit
Teams likely to use it
- Service businesses with repeat clients
- Work that requires proof or documentation
- Operators who want fewer document and payment-link follow-ups
Questions
Common questions
When should a service business use Interdatum for client portal?
Use the portal when clients need a reliable place to act on current work and return to previous service records later.
What workflow does Interdatum connect?
Interdatum connects leads, communications, request intake, estimates, approvals, scheduling, job documentation, profitability, automation, invoices, and payments in one service-business CRM.
Free to start
Build this workflow around your operation
Signup is open. Create your CRM, choose your currency, configure your services, and turn on only the workflow pieces your business needs.