A client portal for a practice
🚀 Orange · The First Press
Custom Web Apps
Client portals, internal tools, and industry CRMs, connected to the tools you already use.
1
live SaaS product
8
integrations in production
3
languages
Dossierly, built and run by Yuzu.
In practice
Screens marked “Sample” use made-up companies and numbers.
Connected to the tools you already use
🗓️
Public booking
Client picks a time
📁
Dossierly
File + client portal
✍️
Retainer
E-signature
💳
Stripe / Square
Pay at booking
📆
Google / Outlook
Busy times + events
🎥
Meet / Teams / Zoom
Join link
📒
Sage
Invoices sync
A quoting tool with built-in approvals
Northfield Supply · 40 units, annual contract
Needs approvalList price
$18,400
From your price book
Discount
12%
Above the 10% limit
Margin
31%
Target: 30%
Quote total
$16,192
Tax added at invoicing
Send for approvalSync to CRMExport PDF
| Quote | Customer | Total | Status |
|---|---|---|---|
| Q-2041 | Northfield Supply | $16,192 | Awaiting approval |
| Q-2038 | Lakeview Foods | $9,750 | Sent |
| Q-2035 | Ridgeway Parts | $22,300 | Won, synced to ERP |
An operator console on your systems
🖥️
Operator console
Web app
⚡
API
Business rules + audit log
✅
Approvals
By role
🔐
Entra ID
Single sign-on
🏭
SAP
Master data + orders
🏞️
Fabric lakehouse
Reporting data
What we build
Portals & industry CRMs
- Client portals with documents, forms, and messages
- Industry CRMs built around the file or project
- Public booking and online payments
Internal tools
- Operator consoles and approval flows
- Pricing, quoting, and allocation tools
- Sign-in, roles, and permissions
Integrations
- Payments: Stripe, Square
- Calendars and meetings: Google, Outlook, Teams, Zoom
- Accounting, CRM, ERP, and e-signature via APIs and webhooks