Services

Integration tools • Client portals • Web experiences

Pick the layer that calms your workflow first.

You don’t have to rebuild everything at once. Start with the piece that hurts the most — then grow into deeper integrations and client-facing experiences.

Talk through your workflow See client portal examples

Three ways we usually help

Most projects start small — a single integration, a client portal, or a focused web experience — then grow as your team gets comfortable.

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Client experience

Client portals

Give customers a single, branded place to review quotes, see what’s scheduled, approve work, and pay — without teaching them new software.

  • ✔ Quotes, work orders, and status in one place.
  • ✔ Approvals and signatures from any device.
  • ✔ Payments that plug into how you already get paid.
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Behind-the-scenes

Integration tools

Connect CrossMerg to the tools you already use so your team isn’t copy-pasting the same data between five different tabs.

  • ✔ Leads and inquiries flow into one list.
  • ✔ Jobs and invoices stay in sync with accounting.
  • ✔ Lightweight automations instead of heavy scripts.
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Front door

Web experiences

Service websites, landing pages, and mini-apps that capture the right leads and send them straight into CrossMerg with the context you need.

  • ✔ Search-friendly service and location pages.
  • ✔ Campaign-specific landing pages that convert.
  • ✔ Guided request flows tied directly into CrossMerg.

How these services fit together

Most teams start with one or two pieces — a portal, a few integrations, or a small web project — then connect the rest once they see how it feels in real work.

  • • You can adopt CrossMerg in layers instead of a big bang migration.
  • • Portals, integrations, and web experiences all share the same CRM foundation.
  • • We keep your current tools in mind so you don’t have to abandon what already works.

We’ll help you pick a starting point that respects your current tools, team capacity, and the kind of client experience you want to deliver.

Get started

Ready to simplify how your work actually flows?

Explore how CrossMerg connects your tools, clients, and internal workflows without adding complexity.

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Why teams choose CrossMerg

  • ✓Fewer status calls because clients can see what’s happening.
  • ✓Faster approvals because the next step is obvious.
  • ✓Cleaner payments because invoices have context and history.
  • ✓A more professional client experience without enterprise complexity.

A note from Peter, founder of CrossMerg

If you tell me what your clients struggle with today (approvals, payments, scheduling, status updates), I’ll recommend the smallest portal step that makes a real difference — without rewriting your whole stack.

Peter Enzinger

Founder, CrossMerg

How we build portal experiences

Client-first language

We translate internal workflow into simple client-facing steps that reduce friction.

Lightweight rollout

Start with one feature (quotes or invoices) before rolling out deeper portal options.

Works with your reality

We respect your team size, tools, and capacity — no forced big-bang migrations.

Start small and expand later. No long-term contracts or surprise fees. Built and supported by a small, US-based team.