Authentication & Access
IncludedEmail and social sign-in, password recovery, session management and secure account handling.
authentication
Part of this servicePlatforms & Digital Products
A branded platform your clients log into to see their work, documents and conversations.
The Client Platform is the flagship GneoSys product: a secure, branded environment where your customers see exactly what concerns them and nothing else. It ships with authentication, client records and a customer portal as standard, and extends into messaging, scheduling, documents and payments as your operation demands.
These deliverables define the service. They are always built and always priced in.
Email and social sign-in, password recovery, session management and secure account handling.
authentication
Part of this serviceA structured client record: contacts, history, documents, notes and status.
Depends on: Authentication & Access
client-management
Part of this serviceA branded, secure area where your customers see their own records and activity.
Depends on: Client Management, Authentication & Access
customer-portal
Part of this serviceYour logo, palette, typography and tone applied consistently across the platform.
branding-configuration
Part of this serviceA considered interface that works properly on desktop, tablet and phone.
responsive-design
Part of this serviceManaged hosting, monitoring, backups and a support channel.
hosting-support
Part of this serviceExtend the system. Add or remove freely — the total updates as you go.
Threaded conversations between your team and your clients, with notifications.
Depends on: Client Management, Authentication & Access
bundle rate
messaging
Upload, version, share and control access to files and documents.
Depends on: Authentication & Access
document-management
Calendars, availability, bookings, reminders and rescheduling.
Depends on: Client Management
scheduling
Email and in-app notifications with per-user preferences.
Depends on: Authentication & Access
notifications
Card and EFT payment collection wired into your records and receipts.
Depends on: Authentication & Access
payments-integration
Operational dashboards, saved views and exportable reports over your live data.
reporting-dashboard
An installable, offline-tolerant mobile experience of your platform.
mobile-optimisation
Extract, clean and import your existing records into the new system.
data-migration
Structured handover, documentation and live training for your team.
onboarding-training
0 optional added
R 203 500