Services
Client portals and business systems for Bay Area companies.
Portals, dashboards, and operational systems where customers, staff, and owners each see exactly what they need — bookings, orders, records, and reporting in one place instead of six disconnected tools. Built for Bay Area businesses that have outgrown spreadsheets and email as their system of record.
One system instead of six spreadsheets
Customers calling for order status, staff re-keying the same data into three different tools, an owner who can't see the business without asking around — these are symptoms of the same problem: no single source of truth. Velari builds the portal or dashboard that replaces the patchwork with one system everyone actually uses.
- Customers call for status
- Staff re-key data between tools
- No single source of truth
- The owner can't see the business
What gets built
Every business system is scoped around real workflows, not a generic template — customer and employee portals, admin and client dashboards, orders, bookings, invoices and records, lead management, inventory, memberships and loyalty, reporting, and role-based access so each person only sees what applies to them.
- Customer and employee portals
- Admin and client dashboards
- Orders, bookings, and invoices
- Role-based access and reporting
What a Business Platform includes
The Business Platform starts at $15,000 and builds on the Signature Site foundation: secure customer accounts with role-based access, an admin dashboard, one primary workflow for bookings, orders, requests, or tickets, and payment records, invoices, receipts, and exports — with a 4–6 week timeline and a 30-day post-launch support window.
Built on the same foundation as the rest of the presence
Because the portal shares architecture with the website and brand work, the budget goes toward the workflows that actually matter to the business instead of rebuilding integration plumbing that a second vendor would otherwise have to redo from scratch.
FAQ
Frequently asked questions
How much does a client portal or business system cost?
Custom business systems typically begin around $15,000 for a Business Platform — secure accounts, an admin dashboard, and one primary workflow. Scope varies by how many workflows, roles, and integrations the business needs, confirmed on a discovery call.
How long does a portal or dashboard project take?
A Business Platform typically takes 4–6 weeks from kickoff to launch, following the same four-step process as every Velari build: discovery, direction, build, and launch.
What counts as a 'workflow' in the base scope?
One primary workflow — bookings, orders, service requests, or support tickets, for example — is included in the Business Platform. Additional workflows, more complex logic, or multiple interconnected systems are scoped as custom software.
Do we own the system once it launches?
Yes — the code, the data, and the domain belong to the business outright. There's no per-seat or per-booking fee back to Velari for using your own system.
Can the system grow after launch?
Yes. Most business systems start with one core workflow and expand from there — a portal that begins with bookings can add invoicing, inventory, or a second role later, on the same foundation rather than a rebuild.
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