A client portal is the private page where your customer reads the quote, signs the agreement, pays the invoice, sends a file and asks a question, without a chain of emails or a separate app for each step. We build client portals with e-signature built in for businesses in Surrey, across the Lower Mainland and elsewhere in Canada, in your brand and on your own web address.
We run our own business through one. Every client of ours gets a private portal in NameCRM, the CRM we built, where they accept quotes, sign their engagement letter, pay and share files. iFloor, the software we built for flooring stores, gives each homeowner a portal with no password: seven steps from estimate to paid, a signature drawn with a finger on a phone, and a chat with the store and the installer.
So we build a portal around how your work is sold and delivered: which documents need a signature, what the customer has to do next, who on your team answers, and what stays private. It starts with a free assessment, and the scope and estimate come in writing before any work begins.
What we have built
Every line here is live in NameCRM, the CRM our own clients sign and pay through, or in iFloor, where a Richmond flooring store's customers follow their jobs. Each is taken from the product itself.
Counted on September 29, 2026, from the products' own code and test records.
In NameCRMThe CRM we built and run our own business on
See NameCRMEvery client gets a private, branded portal with their deliverables, design previews in a phone frame, estimate, billing, files and messages, fed live by the CRM instead of a second tool to keep in sync.
See NameCRMClients read, choose and accept quotes inside their portal, then find open invoices with a pay page and PDF, their receipts and their running plan beside them.
Clients sign by drawing or typing their name and agreeing, with the time and IP recorded and double signing blocked, on a private page or with the agreement framed inside their portal.
Once a letter is signed, both sides get the PDF with the next step one click away, such as paying the first month or booking a call, and the signed copy is filed in the client's portal.
AI can rewrite a letter's wording from your intake notes, but a digit lock restores any clause whose numbers changed, and a placeholder left unfilled blocks sending.
10minutes before an unused code expires
Messages and files ask for a 6-digit code emailed to the address on file the first time on a device, valid 10 minutes, and then the device is trusted for 30 days.
In iFloorThe system a Richmond flooring store runs on every day
See iFloorA homeowner opens one private link to see their job's status, the one next step, documents, photos, money and a chat with the store, without creating an account.
7steps from estimate to paid
The customer sees seven steps from estimate to paid, driven by the same records staff use so the two views never disagree, and one card at the top for the single thing to do next.
The customer signs with a finger, types their name and ticks consent; the drawn image, name, time, IP address and browser are saved, and nothing can be signed twice.
Staff can download a PDF listing every version of a sheet, every signature request with the name, IP address, browser and time, and every event on it.
If the price on an approved sheet goes up, the sheet goes back to the customer to approve again, and the invoice is built from what the customer signed.
A store picks one brand colour and the portal builds a full palette with readable contrast; its name, logo, hours and phone come from its own settings, and customer links carry its own web address.
How we work
The team behind Nametech has built websites and software since 2014, and Nametech Canada Ltd. was incorporated in 2025. Every build follows the same five steps, from a one-page website to a CRM.
Book a Free AssessmentThirty minutes on how work moves through your business today, your website and your tools, then a plain answer on what we would build first.
A written scope and estimate that says what is included and what is not. Nothing starts until you approve it.
We build in small releases you can try as we go, and every release passes our automated tests before it reaches you.
Your records moved in and checked, your team shown how it works, and the switch made on a day that suits you.
Fixes, updates and new features after launch, shipped as small releases with the same tests behind every one.
Case studies
iFloor is the operations software Nametech built for flooring stores: one labour sheet from quote to paid, priced on the server, measured on a phone and signed online, with portals for staff, installers and customers, and calls, texts and email inside the app.
View project
A secure online hub built in Surrey that gives users one sign-in for their applications, with automated eligibility checks, guardian access, scheduling and a real-time community dashboard.
View projectRelated Services
Quotes and estimates priced from your own rates, accepted online, invoiced on acceptance.
Booking from your real free time, with your rules, Google Calendar sync and reminders.
Custom CRMs with client portals, e-signature, QuickBooks and Stripe built in.
FAQ's
A client portal is one private page per customer where quotes, agreements, invoices, files and messages live together. It earns its place when clients sign or pay more than once, send files, or phone to ask where things stand. If most jobs are one call and one invoice, you do not need one, and we will say so.
No. A signed link in an email or text opens the portal directly, and a homeowner in iFloor never creates an account. For the private rooms we add a second key: Messages and Files ask for a 6-digit code sent to the address on file, then trust that device for 30 days.
For most business agreements, yes. BC's Electronic Transactions Act says a legal requirement for a signature is met by an electronic one, with exceptions such as wills, powers of attorney and documents that transfer an interest in land. We record who signed and when; for a document with special legal weight, ask your lawyer first.
The signer's typed name, the time, the IP address and, on iFloor, the drawn signature and browser, with consent ticked and a second signature on the same document refused. Staff can download a PDF of every version, every signature request and every event, and the signed copy is filed on the client's record.
Yes. The portal shows open invoices with a pay page and a PDF, receipts and the running plan. After signing a monthly agreement a client pays the first month by card in one step, the card is saved for later months, and a receipt goes out once when the money settles.
We start by checking what your current tools can share, because a portal is only as current as the records behind it. Ours read live from the CRM underneath, so nothing is copied by hand. If your tools cannot share records reliably, the assessment says so and recommends the simplest path, including a CRM built around the portal.
A standalone signing tool handles one step, and your client meets its brand instead of yours. In a portal we build, the signature sits between the quote the client accepted and the invoice that follows, on one record in your colours and on your web address, so nobody retypes a price or chases a signed copy.
You do. The signed agreements, the client records and the files are your business records, and the code we write for you is yours once the project is paid. In NameCRM one click exports everything as a zip of spreadsheet files with a manifest of the files, so your records never depend on us.
