Client experience
Custom client portal software on governed data
Give clients one place to see current status, reports, and shared documents. Permute reconciles the CRM, billing, and operating records behind each view, while a custom portal presents approved information to each client.
Example workflow
Illustrative custom app · Sample data
Connected systems
Source records for this workflow
Permute data foundation
Connected records, shared rules, source evidence, and governed access.
Custom applicationClient-specific portal
Client account overview
Active projects
8
Open requests
2
Reports ready
4
| Item | Updated | Status |
|---|---|---|
| September report | Oct 1 | Ready |
| Implementation plan | Sep 30 | On track |
| Contract renewal | Sep 29 | Needs input |
Client access is scoped to approved views and documents.
The working view
Show the client what they can act on
Clients see what changed, what is waiting, and which figures are current. Each view uses approved account records (with source evidence for key figures) to keep status and reporting consistent.
Built on Permute
What makes it work
Access for the right client
Permute handles sign-in and portal access. The portal enforces each client’s approved data permissions.
Consistent reporting
Reconcile finance, CRM, and operating records so every client-facing metric follows the same rule.
Evidence when numbers change
Trace changed figures to source records and the rule applied, so account teams can answer questions without rebuilding a report.
How it works
From client records to a secure portal
- 01
Connect client records
Bring account, billing, and operating data into one governed model.
- 02
Protect client data
Create an approved view for each client and give access to the right people.
- 03
Publish the portal
Show current status, reports, and source-backed answers in one client-facing application.
Why build on Permute
Build on a foundation each new tool can reuse.
Permute connects systems, reconciles records, and keeps business definitions and source evidence in one place. Each application reuses that foundation (including its data access rules) instead of rebuilding the same integrations and logic.
Build with your own team through Permute Factory's API and SDK, or work with our engineers to build and maintain the application. Permute-hosted apps use Permute sign-in and app access checks. Each app checks which business data a person may see before returning it.
Built for this workflow
A portal shaped around each client
Bring reports, documents, and next steps into one client experience. Each account gets a view of its approved information, backed by connected source records and explicit permissions.
Questions teams ask
Can clients see live dashboards?
Clients can see dashboards built on refreshed source data. Each view shows its reporting period and last successful update.
Are clients isolated?
Yes. Permute controls who can enter the portal. The portal enforces which client’s records each person can see.
When does a custom portal make sense?
Build a custom portal when clients need reports, documents, and workflow steps in one place.
See this workflow on your data.
Bring a report or workflow you run today. We’ll map its source systems, business rules, access, and first custom view (including any approvals your team needs).