Custom Client Portal

Our company is a Concierge in the United States. Our goal of this proposal is to create a custom “client portal” on our site to centralize communication and documents between us (Admin) and our Clients. Looking for complete portal, integrated with or without free programming scripts. OR if there is a free open-source program that meets all of our criteria, then we would like to pay for the installation, configuration and maintenance of this program. The main features of this portal must include: Custom welcome pages showing key infomation * up coming service *add service *account status ( past due, paid, ect) Account Management: For us the Admin and for clients Client Profile Database: Depending on the class of service, the client would need to fill out an online profile, and the information should be captured in a database for this client’s account. The client can access and update this information at anytime. Admin should be able to view a report so we may be able to access/print/email our client’s information. There may be additional web forms our clients may need to fill out, depending on the class of service. Integrated Calendar: Clients can View all past current and future services they have ordered. The Admin view of the calendar must see all calendar items for all Clients; individual clients do not need to see other client’s information. We also need the ability for the Admin to enter specific calendar items for each Client.. Centralized messaging/communication: From the client’s portal account, we need ways to manage communications,open message board for all clients to view and ask general questions. Private Email system, Messages should be emailed to the Admin email account and the client’s email account. Travel Each Client will need to have access to our travel database systems with auto fill for there personal information for easy and fast booking of travel services Clients will need to view past and current invoices, be able to securely add money to company prepaid cards, but gift cards Clients can order services with easy one click, both custom request and standard request. Clients can change and add new recurring services and check status ( in processes, not yet started, finish) Resource Center: Each client page will have a resource center with external URL links. Resources will depend on class of service. This is a very high-level view of what we’re looking for. Our portal will be our newest and top feature. Giving clients fast and easy access to all our services from anywhere in the world. Please write for more information and full list of feature and we will be happy to speak with you