SaaS

Client Portal & Invoicing

Private client area for invoices, tickets, documents, and project status — professional ops without spreadsheet chaos.

ClientPrimeSoft Agency
IndustryProfessional Services
Timeline4 weeks
Year2025
Client Portal & Invoicing project preview
client.primesoft

Overview

PrimeSoft was drowning in email threads and PDF invoices. We built a branded client portal where customers log in, pay invoices, open support tickets, and see delivery timelines in one place.

Challenge

Clients kept asking for invoice copies and project updates through WhatsApp.

Solution

A secure portal with role-based access, invoice history, ticket threads, and login activity logs for accountability.

Deliverables

  • Client dashboard
  • Invoices & receipts
  • Support tickets
  • Login logs