Build the portal your business actually needs.

Choose your capabilities, preview the experience, and see the price update as you build.

1Business
2Recommended setup
3Capabilities
4Review and launch

Business

Start with your business

What should this portal help you run?

Smart setup

Start from a practical configuration

Tell us how your business operates and we’ll suggest a useful starting point.

Tenant requests route to service queues.
Appointments and evidence stay connected to work.

02 · Capabilities

Choose capabilities

9 selected

CRM

Contacts, companies, leads, ownership and activity.

Forms & Applications

Accessible public and authenticated forms with validation.

Work Management

Projects, tasks, priorities, assignments and comments.

Documents

Folders, metadata, controlled access and related files.

Booking & Calendar

Services, availability, appointments and rescheduling.

Service Desk

Service requests, queues, assignees and customer updates.

Sales & Billing

Quotes, invoices and Stripe test-mode payment adapter.

Workflow Automation

Typed triggers, actions, approvals, retries and run history.

Analytics & Reports

Role-aware summaries, widgets and date filters.

Communications

In-app notifications plus provider-ready email and SMS.

03 · Scale and usage

Scale with confidence

Adjust the size of the portal now. You can change these quantities later.

PortalsOne portal included

Team membersFirst five included

LocationsFirst location included

Live portal preview

Your portal changes as you build.

portal.northstar-advisory.com

Monday, August 22

Good morning, Jordan.

Workspace preview

Open proposals$84,500Updated today

Active work14Requires attention

Upcoming schedule

3 items

Review Cedar requestToday

Approve onboarding briefTomorrow

Schedule client check-inFri

Visible change — Communications is now reflected in the navigation and workspace.