Builders & trades
Stage progress, site photos, selections, variations and progress claims — the client sees it the moment your site supervisor updates it.
A branded login where your customers see progress, documents, approvals and invoices — pulled live from your CRM. Fewer "just checking in" emails for your team.
Builders, agencies, advisers, trades, anyone delivering work over weeks: your clients want to know where things are up to. A portal answers that before they ask — and makes you look as organised as you are.
Scope a PortalIllustrative — your portal shows your stages.
Everything a client would otherwise email you about, in one branded place that works on their phone.
The portal reads straight from your CRM. Move a job to the next stage and the client's view updates — no second system to maintain.
Stage progress, site photos, selections, variations and progress claims — the client sees it the moment your site supervisor updates it.
Project status, deliverables for review, approvals and invoices. Clients stop asking "where's it up to?" because they can see.
Application status, documents to upload, next steps and sign-offs — a clear checklist instead of a thread of 40 emails.
The portal is a client-facing view of the same system your team uses. It's branded to you, lives on your domain and is included in your build scope — not a per-client add-on fee.
Already have a CRM and want the fast option? Nexoro Portal is our packaged customer portal for HubSpot, Pipedrive and Nexoro CRM — fixed setup, flat monthly fee, live in weeks.
Each client sees only their own records, behind their own login (email link or password, with optional two-factor). Access is logged and can be revoked instantly.
Yes — invoices sync from Xero and can carry a pay-now link via your payment provider. Payment status flows back to the CRM.
It's a mobile-first web app. No app store, nothing to install — clients tap a link and they're in.
Your logo, colours and domain (portal.yourcompany.com.au). Clients never see Nexoro.
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