Operational pilot / Quote based
Softwexa Portal Pro
A branded customer portal around the records you already share.
The runnable local pilot is evaluated against a configured environment. A workspace link requires the appropriate account permissions; it does not assign product access.
Who it is for
A clear starting point.
- Service firms managing support, projects and product delivery
Extracted standalone pilot verified locally on Node22 with configurable branding, scoped customer records and an owned Native14 fixture. Final package/native bindings are recorded separately; customer deployment requires its own agreed acceptance.
The delivery
What we agree to produce.
- Deployable standalone portal with configurable local branding
- Assigned support conversations, projects and shared documents
- Notifications, entitled release files and own milestone feedback
- Installation configuration and bounded acceptance checklist
Scope limits
Confirm the boundary.
- Automatic payment or licence approval
- Enterprise SSO, arbitrary branding scripts or external logo URLs
- Customer production acceptance before its environment is verified
Pricing approach
A quote around your scope.
Pricing is confirmed after reviewing:
- Deployment environment and native CRM readiness
- Branding, access roles and migration scope
No fee, service allowance or delivery date is approved by this page. Platform licences, hosting and provider charges are identified separately where applicable.
Agree the delivery
Review, scope, accept.
- Review a representative example. Choose a workflow, screen or test case that demonstrates the outcome you need.
- Confirm the requirements. Agree versions, access, data volume, owners and the exact deliverables before work starts.
- Record acceptance. Compare agreed results with observed behaviour, record unresolved cases and hand over the evidence and operating notes.
Start with one useful delivery
Describe your
operational context.
Tell us the systems and versions involved, the people who own the workflow, and the result you need to observe.
Prepare a structured briefThe request receipt distinguishes local capture from confirmed CRM recording. It does not approve payment, deployment or a licence.