Custom Client Portal

An app that connects CRM data to a client-facing portal, enabling synchronization of records, tickets, and file attachments. Built with a security-first mindset, credentials are managed at the environment level and file access is protected through a signed URL system that automatically invalidates links after every sync event.

The portal provides a robust suite of tools for monitoring, bulk data management, and role-based access control — giving administrators full observability while keeping client records and attachments secure at every point in the pipeline.

• Synchronization of records, tickets, and file attachments
• Environment-level credential management
• Signed URL file access with automatic invalidation after each sync
• Monitoring, bulk data management, and role-based access control