COMPANY PORTALS / CONNECTED WORKING
Bring departments, information and next actions into one company workspace. Start with a familiar problem below, then explore how the wider portal connects the work across your team.
01 / ENQUIRIES & FOLLOW-UPS
Bring incoming enquiries, missing details and the next response into one lead desk. Give each conversation a clear owner.
A starting point inside the company portal.
Open an enquiry and prepare the next follow-up.
02 / ORDERS & OPERATIONS
Make the checks holding up an order visible. Bring material information, the plan and the person responsible together.
A starting point inside the company portal.
Check a blocked order and review what needs to happen next.
03 / INVOICES & CASHFLOW
See which invoices need attention, open the client context and prepare a considered follow-up with a clear person responsible.
A starting point inside the company portal.
Review an overdue invoice and prepare the next step.
ONE COMPANY / CONNECTED DEPARTMENTS
A company portal can connect the people doing the work, with relevant records, shared KPIs and the next action in context.
Demo department views illustrate relevant access. A real build needs agreed permissions and supported integrations.
Try the lead desk, production board or cashflow desk, then open the Company view to see the wider workspace.
Assess your CRM, ERP, email, spreadsheets and other tools. Bring supported connections and useful bespoke features together, with access suited to each role.
Review and apply your public website branding inside a demo. In a real project, agree the departments, shared measures and workflow before expanding.
YOUR BUSINESS / YOUR WAY OF WORKING
Tell us where work gets stuck and which tools you already use. We’ll help you decide whether to adapt a suitable starting solution, connect your systems or build something bespoke.
Fits Right