Servicing Portal

For business owners and the people who look after their systems

Is your software doing its job, and is it worth the money?

The Servicing Portal puts your systems, costs, people and processes in one place. Then it shows what's working, what isn't, and the next practical step.

Try it now Request access

No sign-up to try. The trial runs in your browser with a sample business, and anything you enter stays on your device.

Health check · Northstar Services (sample)
  • Act now
    Fernvale CRM8 licences paid, 3 in use · about A$3,300 a year on spare seats
  • Watch
    PostmothNobody uses it · renews in 19 days
  • On track
    Brindle Books3 of 3 licences in use · saves about 40 hours a year
Next move: cancel Postmoth before it renews, then drop 5 CRM licences

See the portal in 70 seconds. Shown with a sample business.

Is it doing its job?

Compare what the business needs with how each system is set up and actually used. Gaps become clear actions with an owner and a date.

Is it worth the money?

Running costs, one-off purchases and unused licences, side by side with the value each system delivers. Renewals and notice deadlines show up well ahead.

What do we do next?

Plan a change or a new system phase by phase, get the team's view, and share a clear report with your adviser, your team or an AI assistant.

See it for your role

Business analysts

Map processes, trace each need to the system that meets it, and turn gaps into actions with an owner and a date.

Implementers

Plan a rollout phase by phase, check it's ready for go-live, and keep every date on one roadmap.

How it works

  1. 1

    Try it

    Explore a sample business, or start entering your own. No account needed.

  2. 2

    Request access

    Tell us about your business and what you need. It takes two minutes.

  3. 3

    Get your quote

    Each setup is priced to the size of the business and what it's for. One payment, no subscription. Hosting and support for the first year are included.

  4. 4

    Get started

    Once paid, you get an invitation to your own secure portal. Bring your trial work across and invite your team.

Request access

We'll reply within two business days with a quote. After payment, your portal is set up and you're sent an invitation.

Prefer to talk first? Email info@crmservicing.com.

Which suits you best?