Login
Book a Call
Get Started
ARION
Digital Presence & Branding
SPARK
Marketing & Growth Systems
OLIVER
Operations, Admin & Execution
STELLA
Data Intelligence & Analytics
FORGE
Custom Apps & Integrations
ARGUS
Automation & Orchestration
SPARK — Marketing & Growth Systems
Turn contacts into loyal customers with automated, data-driven marketing.
CRMContact and pipeline management Email & SMSAutomated, personalized campaigns Lead GenerationCapture, score, and qualify leads SPARK PricingPlans for every stage of growth
FORGE — Custom Apps & Integrations
Build exactly what your business needs, connected to every tool you use.
{}Custom ApplicationsPurpose-built apps for your workflows IntegrationsConnect your full technology stack FORGE PricingPlans for every stage of growth
ARGUS — Automation & Orchestration
The intelligence layer connecting every platform, automatically.
Automation EngineEvent-triggered, cross-platform workflows System OrchestrationKeep all six platforms in sync ARGUS PricingPlans for every stage of growth
One login. One data model. Six platforms. Zero app-switching. Explore the full ecosystem →
Build Your Brand
Presence, Visibility & Growth
Build Your Foundation
Operations, Process & Workflows
Build Your Clarity
Reporting, KPIs & Data Strategy
Build Your Engine
Integrations, Automation & Tech
Not sure where to start? We'll help you figure it out. Explore IADM Consulting →
Login
Book A Call
Get Started

OLIVER › CUSTOMER PORTALS — CLIENT PORTAL SOFTWARE FOR SMALL BUSINESS

OLIVER FEATURE

Customer Portals

A branded customer portal that keeps clients informed, reduces phone calls, and gets quotes accepted faster.

OLIVER’s Customer Portal gives every client a professional, branded self-service experience — visible from any device, no app download required. Customers can view real-time job status, accept or decline quotes, pay invoices online, upload photos, and communicate with your team — all without calling your office. Every portal action updates your admin view and fires ARGUS notifications automatically.
Get Started
Book a Call

OLIVER

Customer Portals

OLIVER FEATURE

Everything included in OLIVER Customer Portals for small service businesses.

Your clients get a branded portal where they can see every job, every status update, every quote, and every invoice — in real time. You get fewer phone calls, faster quote acceptance, and faster payment.

✓

Branded with your business name and colors

✓

View jobs + real-time status updates

✓

Accept or decline quotes online

✓

Pay invoices

✓

Request new work 

✓

2-way messaging with your team

KEY BENEFITS

Why Customer Portals changes how you work.

No More 'Where's My Job?' Calls

Customers check status themselves. You stop answering the same question 20 times a day.

Online Payments

Stripe-powered invoice payment. Customer clicks the link, pays online, job closes. No chasing checks.

Quote Acceptance

Customers accept or decline quotes in the portal. One click, status updates, job moves forward.

Branded Experience

Your business name, your colors. Customers see your brand — not a generic software interface.

New Work Requests (Standard+)

Customers can request new work directly from the portal. Lands as an inquiry in OLIVER automatically.

2-Way Messaging (Pro+)

Customers message your team directly from the portal. Threads stay organized by job.

RELATED FEATURES

More from OLIVER.

Employee Portals

Your crew in the field, connected to the office in real time.
Explore Employee Portals →

Payments & Invoicing

Professional invoices, Stripe payments, and zero chasing.
Explore Payments & Invoicing →

Workflows

The complete job lifecycle — every step automated.
Explore Workflows →

Ready to give your customers a professional portal that runs itself?

Customer Portals are included in every OLIVER plan. Your clients get a branded, professional self-service experience from day one