The quote
The quote email links to their page, where they see the price and accept it.
SiteWrite CRM · Client portal
A client portal for every survey, with nothing to log in to.
Each client gets a private link to their own page. They accept the quote and your terms, pay, follow the survey, and download the invoice and the report when it is ready.
Three founding firms, starting early in 2027: free for three months, then half price for life.
How it works
What the client sees, step by step.
01
02
Terms and payment
They tick to accept your terms and pay by card or bank transfer on the same page.
03
Progress
The page shows where the survey is: booked, inspected, report on its way.
04
The report
When it is ready they download the report and the invoice, and get a request to leave a review.
The detail
What the client portal does.
No password
Each client has a private link to their own page. There is no account to set up and nothing to forget.
Your firm’s look
Your name, logo and colour on every client page, kept light and clear on any screen.
Fewer phone calls
Clients can see what has happened and what is next without ringing the office to ask.
Everything in one place
The quote, the terms they accepted, the payment, the invoice and the report, all on the one page.
Reviews
A review request goes after the job is complete, to the review site you choose.
Emails that point there
Every client email is a template you can edit, sent in your firm’s name, and each one links to their page.
Also in SiteWrite CRM: quotes and invoices · job scheduling · everything it does.
Founding firms
Be one of our three founding firms.
Founding firms get the CRM free for three months and set it up with us, then pay half price for life. Chris reads every application himself, and everyone who applies hears back either way.
Questions
Questions firms ask.
- Do clients need an account?
- No. Each client gets a private link to their own page, so there is no password to remember.
- What can clients do on their page?
- See and accept the quote, accept your terms, pay, follow the job’s progress, and download the invoice and the report.
- Does it show my branding?
- Yes. Your firm’s name, logo and colour appear on every client page and in every email.
- Does the page work on a phone?
- Yes. Clients open it from the link in their email on a phone, tablet or computer, with nothing to install and no password to set.
- Is my clients’ data kept apart from other firms?
- Yes. Every firm using SiteWrite CRM has its own separate database, never pooled with another firm’s.
Something not answered here? Email hello@sitewrite.ai.