Professional services firms in India - consultants, agencies, advisory companies - often lose time chasing payments and repeating project updates. A client portal fixes that.
What a client portal includes - Secure login for each client with role-based access. - Invoice and quotation download (GST-ready PDFs). - Project status, milestones, and deliverable tracking. - Payment milestone visibility and overdue alerts. - Announcements and document sharing in one place.
What your team gets - Admin dashboard for clients, projects, billing, and reports. - One source of truth instead of email threads and spreadsheets. - Professional impression that builds trust with enterprise clients.
When to build one - You have 10+ active clients and billing is getting messy. - Clients ask "where is my invoice?" or "what is the project status?" weekly. - You want to upsell retainers with a polished digital experience.
Rastogi Codeworks builds client portals with invoicing, quotations, and admin CRM tools. Contact us to discuss your workflow.