CRM + Portal
Client CRM + Portal
Lumen Coaching was juggling clients across four spreadsheets. I built one CRM plus a client portal with page-level access.
Lumen Coaching · Coaching
THE PROBLEM
Client data, sessions, and follow-ups were spread across spreadsheets and inboxes, with no safe way to share progress with clients.
THE SOLUTION
A single CRM with a clean pipeline, plus a client portal where each client sees only their own space.
THE PROCESS
Mapped the client lifecycle, built the CRM and portal in stages, and trained the team on the new flow.
THE RESULT
Four spreadsheets replaced by one trusted pipeline, and 30+ clients each with their own secure space.
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