One workspace instead of five programs.
Today your team works between a CRM, a spreadsheet, a file share, an inbox and a reporting tool. With Portenia you build the workspace yourself — the same building blocks as the portal, the same data, one place.
Chart widgets come with the Analytics package.
Today: five programs
- CRM
- Spreadsheet
- File share
- Inbox
- Reporting
With Portenia: one workspace
Miller Construction Ltd
Client since 2021 · ID MB-204
The problem
The pain points we hear most often in customer conversations about this area:
- One client question means three programs: the contract here, the invoice there, the last message in the inbox.
- The client list shows what the vendor planned — not the columns you actually work by.
- Figures across all clients appear at month end in a spreadsheet nobody maintains afterwards.
- Every change to the interface is a job for a developer.
How Portenia solves it
Our take on this area — editor, platform and everyday practice combined:
The client page from building blocks
A header with status and advisers, tabs or side navigation, sub-pages with drill-down. Plus blocks for everything the system knows about a client: invoices, quotes, signatures, appointments, messages, files, notes, tasks, history.
One layout for every page
Build the header and navigation once. A placeholder marks where each page appears — and where it doesn’t fit, switch the layout off for that page.
The client list by your columns
Your own columns and figures per client from your data sources — open items, last claim, project phase — with filters you define.
Dashboards across all clients
Figure, trend, bars, pie or table — grouped by adviser, team, status or period. Per page you decide who sees it: everyone, management only, or chosen teams.
Live data, even from your own network
The blocks read the same data sources as the portal — including what the connect agent delivers from your existing systems.
The copilot builds along
Describe what your team should see. The copilot proposes a layout and shows it with real data side by side with the current one before you accept.
Preview
Recreated from the product — this is what your team’s day looks like.
The client page: the layout once, the content per page
You build the header and navigation once. The “page content” placeholder marks where each page appears — overview, record, invoices, appointments.
Miller Construction Ltd
Client since 2021 · ID MB-204
Open invoices
2
4.284 €
Next appointment
Oct 14 · 10:00
Signatures
1 open
Recent
- Quote A-2026-031 accepted2 h ago
- File “Plan_GF.pdf” uploadedyesterday
- Message from Ms Milleryesterday
The client list by your columns
Next to adviser and status sit figures from your data sources — open items, project phase — and filters you define yourself.
Clients
128
Active
117
No adviser
4
- AKMiller ConstructionActive
Open items
€4,284
Project phase
Delivery
- JHKraus & SonsActive
Open items
€1,120
Project phase
Planning
- AKWeber HeatingInvited
Open items
—
Project phase
Quote
- LBCity Utilities NorthActive
Open items
€9,870
Project phase
Delivery
Dashboards — shared page by page
Figures, trends and distributions across all clients. The “Management” page is seen by management only, “Service” by the service team.
Open items
€48.2k
+6 %
New clients
9
this month
Open tickets
23
−4 since Mon
Revenue by adviser
New orders per month
The copilot builds along — and shows what changes first
You describe what your team should see. The proposal appears with real data next to today’s version and is only applied on click.
Suggestion: two tiles above the page content. With data from Miller Construction:
Before
After
What it looks like in practice
Three steps from setup to everyday use.
- 1
1. Start from the template
Without your own design everything looks as before. You never start on an empty page.
- 2
2. Rebuild what bothers you
Drag blocks, choose columns, add pages — with a sample client and real data in the preview.
- 3
3. Publish
One click and your team works with the new interface — in the browser and in the app.
See Portenia in action.
We are starting out with our first customers. Sign up or talk to our sales team — we will get back to you.