Software DevelopmentKeel productTampa, FL2026
Client Portal & Proposals
Keel Automation · Client delivery
A secure portal at app.keelautomation.com where each client sees only their projects: the proposal, the fixed price, milestones, invoices, and a direct thread to the people building it.
app.keelautomation.com
Layout schematic of the product. Screens are shared on request during a walkthrough.
0
PDF proposals since launch
1
database across three apps
Row-level
security per project
Same-day
proposal turnaround
Figures are measured on our own systems; qualitative outcomes are described, not estimated.
The problem
Proposals went out as PDFs and came back as email threads. Clients asked for status by text. Nobody could see approvals, invoices, and progress in one place, and every project had its own folder of truth.
What we built
- Project-scoped access: a client can see their projects and nothing else, enforced at the database row
- Interactive proposals with scope, pricing tiers, and a one-click accept that opens the project
- Milestone timeline and invoice history sharing the same records the internal Hub uses
- Return-to-proposal handoff from the marketing site so a prospect never loses their place
- Shared Supabase backend: no duplicated data between marketing, hub, and portal
Built with:Next.js 16Supabase RLSStripeResendTailwind v4
Similar problem in your shop?
Fifteen minutes on the phone is enough to know whether the same approach fits. Pick a time and Cole calls you.