Client experiences
Client portals that feel like part of your business — not a bolted-on login.
Peachity designs and builds custom client portals for service businesses, memberships, and growing teams that need a polished place for documents, status, messaging, and next steps — connected to CRM, billing, and operations.
Problems we solve
Where this work usually starts
Email is still the operating system
Clients chase updates in inboxes. Your team re-sends the same files and answers. A portal gives one place for the work you already do.
Off-the-shelf portals feel generic
Template member areas rarely match your process. Custom UX makes the portal feel like your brand and your delivery model.
Data lives in five tools
When CRM, files, and billing do not talk to the portal, staff become the integration layer. We design the handoffs up front.
Launch stalls on scope
Portals fail when every edge case is required on day one. We sequence MVP experiences that earn trust, then expand.
Process
How Peachity approaches the work
01
Map the client journey
We document what clients need at each stage — onboarding, delivery, renewals — and where staff still intervene manually.
02
Define the portal MVP
Prioritize the screens and workflows that remove the most friction. Defer nice-to-haves until the core loop works.
03
Design and integrate
UX, interface design, auth, and connections to the tools you already run — CRM, storage, scheduling, payments where needed.
04
Launch and refine
Ship with clear ownership, then tighten based on real usage — not hypothetical checklists.
Scope
What engagements typically include
Typically included
- Client-facing information architecture and UX
- Authenticated portal experiences (dashboards, documents, status, messaging as scoped)
- Role-aware access for clients and staff
- Integrations with CRM or operational tools you already use
- Launch support and a clear next-iteration path
Scoped when needed
- Admin / internal companion views
- Billing or subscription surfaces
- AI assistants trained on portal content
- Ongoing Maintain / Improve / Grow partnership
Investment
Pricing orientation
Portal work usually sits inside Elevate Client Experience or Streamline Operations, depending on depth. A Peachity Blueprint can clarify scope before build.
Peachity Blueprint
$995 — roadmap and recommendations before you commit to build
Elevate Client Experience
Projects from $7,500 — stronger client journeys and portal foundations
Streamline Operations
Projects from $15,000 — deeper systems, portals, and operational layers
FAQ
Common questions
Do you rebuild everything from scratch?
Not by default. We prefer portals that connect to tools you already run. Greenfield makes sense when the existing stack cannot support the experience.
Can you work with our existing CRM?
Yes — integrations are scoped around your stack. The goal is fewer handoffs, not a forced platform swap.
How long does a portal project take?
Depends on scope and integrations. After discovery or a Blueprint, you get a timeline tied to a defined MVP — not an open-ended build.
Do you only work with Seattle clients?
No. Peachity is based in Seattle and works with founders and growing businesses nationwide.