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What we do

Client portals and
customer-facing builds

The bit your customers actually touch — portals, booking flows, calculators and quote tools — wired into your data from day one so every enquiry is measurable end to end.

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The problem

Reporting projects usually turn up a second problem: the thing your customers deal with. A portal that doesn't exist, a booking process that runs on email, a quote that takes two days because somebody has to build it by hand.

We build those too — and because we build them, they're connected to the same data from the start. Which means every enquiry carries its source, and the report can tell you which ones turned into money.

What we build
01

Client portals

Where your customers see their own information, approve things, upload what you've asked for and check where their job has got to.

02

Booking and enquiry flows

Real availability, confirmations, calendar entries, reminders — not a contact form and a phone call.

03

Calculators and quote tools

Useful before anyone hands over an email address, which is what makes them earn search traffic and produce qualified enquiries.

04

Lead capture that lands somewhere

Every form feeding one pipeline with its source stamped on it, rather than a stray inbox nobody monitors.

05

Team dashboards

For the people doing the work, showing what's theirs and what's overdue.

06

No-login where it helps

Tokenised private links instead of accounts, because asking a busy customer to create a password is where client-facing software goes to die.

Proof

A client delivery hub

Six stages from onboarding to reporting, with tools that turn one round of data entry into finished Word and Excel documents — and a client who can always see where things stand.

optivo.uk
A client delivery hub
Case study

The consultancy that runs on rails

A £4k/month fractional COO service delivered through its own six-stage platform, with a guide library that writes and publishes itself weekly.

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Straight answers

The things people ask.

Is this website design?

No. We build the functional pieces — portals, flows, tools — that connect to your systems. If you need a brochure site, plenty of people do that more cheaply than we would.

Can it match our branding?

Yes, and for platforms with partners we've built per-firm white-labelling, so each one sees its own logo throughout.

Do our customers need accounts?

Only if the use case genuinely requires it. Where it doesn't, a private tokenised link works better — nothing to remember, nothing to reset.

What does it cost to run?

Hosting for this kind of build is usually a few pounds a month at small-business scale. There's a monthly fee for keeping it running and updated, and you own the thing itself.

Can you add it to our existing site?

Usually yes — either on a subdomain or as a section of the current site, depending on how it's built.

Read more

Written on this, at length.

Guide

How to brief a software project when you're not technical

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Article

Buying software is a decision about your next five years

Read →
Article

What “we own our data” actually needs to mean

Read →
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Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.

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