Client portals

Give clients a clear place to review, approve, and pay.

CrossMerg client portals replace long email threads with a simple, branded space your customers can actually use.

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What a client portal does

A client portal gives your customers a single link where they can review quotes, approve work, see invoices, and track status — without needing to learn your internal tools.

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Quotes & approvals

Clients can review and approve quotes without back-and-forth emails.

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Invoices & payments

Invoices stay attached to the job, and clients can pay from the same place.

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Automatic notifications

Clients are notified when something needs their attention — no chasing.

Fewer follow-ups

Clients always know where to look, which cuts down on “just checking in” emails.

Clear expectations

Approvals, pricing, and status live in one place so there’s less confusion.

More professional experience

A simple portal feels more trustworthy than PDFs and email chains.

Want to see if client portals fit your workflow?

Tell us how you handle quotes and invoices today and we’ll show you what the portal would look like.

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Client portals

Give clients a clear, professional place to work with you.

See how shared portals reduce back-and-forth and keep projects moving without confusion.

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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.