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Dashboards & client portals

Replace scattered WhatsApp updates with a branded client portal

We build secure client portals and internal dashboards that show project progress, documents, approvals, invoices and key numbers in one place, on desktop and mobile.

What you get

  • 01Fewer status calls and messages
  • 02A more professional client experience
  • 03Real-time visibility for your team

The problem

Why businesses come to us

  • Clients chase you for updates by phone and chat.
  • Photos, documents and approvals are lost across threads.
  • Managers cannot see the status of every job at a glance.

What's included

Delivered by our team

  • Client login with role-based access
  • Project timeline, milestones and photo updates
  • Document sharing and digital approvals
  • Invoices and payment links
  • Notifications by email, SMS or WhatsApp
  • Admin dashboard with live KPIs

How we deliver

A proven, transparent process

  1. Step 1

    01

    Discovery & scope

    We map goals, users, pages and integrations, then agree a fixed scope and timeline in writing.

  2. Step 2

    02

    UX & design

    Wireframes and a high-fidelity design in your brand, reviewed with you before any code is written.

  3. Step 3

    03

    Build & integrate

    Weekly demos on a staging link. We connect your CRM, booking, payments and analytics as we go.

  4. Step 4

    04

    Launch & handover

    Performance, accessibility and SEO checks, then launch, training and full source-code handover.

Proof

Related work

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FAQ

Dashboards & client portals: common questions

Can clients use it on their phone?

Yes. Portals are fully responsive and can be installed as an app from the browser. A native app is available if needed.

Does it connect to our accounting or CRM tools?

Yes. We commonly integrate QuickBooks, Xero, Stripe, HubSpot and Google Workspace.

Is the data secure?

Portals use encrypted connections, per-user permissions, audit logs and regular backups.

Ready to talk about Dashboards & client portals?

Book a 30-minute strategy call. You will speak with a senior strategist, leave with a clear plan, and receive a written, fixed-scope proposal afterwards.

  • 30-minute call with a senior strategist, not a salesperson
  • Prefer email? Write to info@kokatta.com. We reply within 24 hours.
  • Prefer writing? Send a project brief
  • Taking on new projects for the coming quarter