Custom CRM & Client Portals

We build custom CRM systems and client portals that help you manage leads, customers, and projects effortlessly. Our solutions are tailored to your workflow, improving communication, tracking, and customer experience across your business.

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Trusted by Industry Leaders

Our Valued Clients

Core Services Included

Build Systems That Fit Your Business — Not the Other Way Around

We design custom CRMs and portals that automate operations, improve customer experience, and centralize your data.

Custom CRM Development

Tailored CRM systems designed based on your exact processes.

Client Portal Setup

Secure login portals where customers can access files, updates, and services.

Lead Tracking & Pipeline Management

Full visibility of leads, sales stages, and conversions.

Task & Project Management Tools

Organized dashboards to manage work efficiently.

Role-Based Access & Permissions

Structured control for teams, managers, and clients.

Analytics & Reporting Dashboards

Real-time insights to help you make better decisions.
How it works

Our Simple, Stress-Free Process

Image showing work process of CodeSol Technologies.
Image showing work process of CodeSol Technologies. Your Trusted Partner in Your Digital Transformation.

Leading Your Digital Journey to Success

From powerful websites to seamless online stores, we craft smart, scalable solutions that help your business grow
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Trusted by Business Owners Across Austin and Beyond

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E-Studio - Agência Digital De Marketing

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Adver Marketing Pty Ltd

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Powering Your Digital Presence

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Get the Answers

Frequently Asked Questions

What is a CRM, and do I need it?

A CRM organizes customer information, tracks interactions, and helps manage leads and follow-ups — essential for growth.

Can it be customized for my business type?

Yes, we design CRMs specifically for your industry, processes, and client workflow.

Can multiple employees use it simultaneously?

Absolutely. CRMs are multi-user and allow role-based access.

Can it integrate with my website and other tools?

Yes, we connect it to your website forms, email, cloud storage, and accounting systems.

Will it improve customer relationships?

Yes, by tracking interactions and automating follow-ups, your business can provide faster, personalized service.

How does this aid digital transformation?

It centralizes customer data and processes, moving your business from manual management to a connected, digital-first operation.