Build seamless customer relationship systems that automate your business processes while delivering exceptional client experiences.
We build seamless customer relationship systems that automate your business processes while delivering exceptional client experiences. Our custom CRM solutions integrate with your existing tech stack to streamline operations, improve team productivity, and create transparent communication channels with your clients.
At Stratify Studio, we believe that the client experience extends beyond your website or product—it encompasses every interaction and touchpoint with your business. Our CRM workflows and client portals create organized, efficient processes that enhance both internal operations and external client satisfaction.
We focus on creating intuitive interfaces and automated workflows that make it easy for your clients to collaborate, provide feedback, and access important information when they need it.
Our solutions eliminate manual processes, reduce administrative overhead, and enable your team to focus on high-value work instead of repetitive tasks and communication.
Create a dedicated digital space where your clients can access their projects, communicate with your team, and view important documents. Our client portals provide a seamless, branded experience that enhances client satisfaction.
Implement robust project management tools that keep both your team and clients informed about project progress, milestones, and deadlines. Gain visibility and control over project workflows.
Reduce manual tasks and human error by implementing automated workflows that handle routine processes, notifications, and follow-ups. Automation ensures consistency and frees your team to focus on high-value work.
Streamline the revision and approval process with structured feedback systems that capture client input clearly and enable efficient iterations. Eliminate confusion and reduce revision cycles.
A growing marketing agency was struggling with project management overhead, inconsistent client communication, and lengthy approval processes. Their team was spending excessive time on administrative tasks and status updates rather than creative work.
We developed a custom client portal that integrated with their existing tools while providing a unified interface for client collaboration. The solution included automated project updates, a streamlined approval system with visual proofing, and a centralized communication hub that replaced scattered emails and messages.
Custom dashboards provide clients with a clear overview of all projects and recent activities.
Structured approval processes make it easy for clients to provide clear feedback.
Yes, we design our CRM workflows and client portals to integrate with your existing tech stack. We have experience connecting with most popular project management tools, communication platforms, file storage systems, and CRM solutions. If you have custom or legacy systems, we can develop appropriate APIs to ensure seamless data flow.
A basic client portal can be implemented in 4-6 weeks, while more complex solutions with extensive automation and integrations typically take 8-12 weeks. The timeline depends on the complexity of your workflows, the number of integrations needed, and the level of customization required. We'll provide a detailed timeline during our discovery process.
We design our client portals to be intuitive and user-friendly, requiring minimal training. However, we do provide comprehensive documentation and can deliver client training sessions if needed. Additionally, we often implement progressive onboarding features that guide users through the interface when they first log in.
