Client Portals & Dashboards

A portal can replace scattered email chains, spreadsheets, shared folders, manual status requests, and separate reporting pages by bringing the important project information into one controlled place. Stonebridge can build portals for milestones, files, approvals, media links, reports, invoices, project status, lead intelligence, and other client information. The objective is not to create another system the team has to manage; it is to reduce the number of disconnected tools required to understand the project.

Yes. Stonebridge can build role-based access so each user sees only the information and actions appropriate to their role. A client may see project milestones and reports, while an internal operator sees lead intelligence or administrative controls. Managers can have broader visibility than individual team members. The permission structure is designed during the project so sensitive information is not exposed simply because everyone is using the same portal.

Yes. Those functions can be included depending on the approved scope. Stonebridge can build document access, uploads, approvals, project milestones, reporting, media links, communication records, payment or subscription integrations, and other workflow features. The portal is designed around the actual client journey, so we first identify which actions should happen inside the system and which should remain in another platform.

Yes, where the systems provide the required APIs or integration path. Stonebridge can connect portals and dashboards to CRM data, websites, databases, payments, analytics, lead systems, and other business tools. Integration requirements are reviewed during planning because they affect security, permissions, development time, and data ownership. The goal is to avoid duplicating data manually when a reliable system connection can keep the information synchronized.

Yes. Stonebridge can build dashboards that pull from connected data sources and update reporting, lead status, campaign activity, project milestones, or other information automatically. The refresh rate and level of automation depend on the available APIs and the importance of real-time data. Some metrics only need daily or periodic updates, while active support or lead systems may require much faster visibility.

Stonebridge's standard position is client ownership of the approved final work and the client's data. The development agreement defines the exact treatment of source code, accounts, hosting, databases, third-party licenses, and any reusable Stonebridge systems. The client should know what can be accessed and transferred before launch. Stonebridge does not treat the client's own data as company property simply because it is displayed inside a system we built.