See how a client portal, CRM, document verification, support tickets, notifications and service workflows work together, kept separate from the student training portal.
The client pays for an agreed service or package.
The client portal shows the purchased service and next steps.
The client completes intake and uploads the requested documents.
Our team reviews, verifies, updates the status and sends notifications.
The client receives deliverables, approvals, invoices and support updates.
Clients submit business details once, upload supporting evidence and track document generation, reviews, changes and final approval.
See active clients, purchased services, project stages, documents, support tickets, notes and notifications from one CRM workspace.
Clients upload requested files, our team verifies them, and final deliverables stay available in the portal for future access.
Clients raise requests, attach files, track pending, resolved or rejected status and receive replies without losing context.
Publish new plans, offers and announcements that appear in the client portal and on the website where relevant.
Automated reminders and status changes help your team keep track of renewals, tasks, missing documents and service milestones.
SOL can map your service flow, client portal, document workflow and CRM requirements before any development or automation work begins.
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