Owner Portal
Proposals, payments, banking, invoices and every department's tasks in one portal for the business owner.
An internal operations and finance portal built for Leads To Sales, the company that operates Bayou Thread Systems. Customer names and amounts are blurred.
How the work moves
- Build the proposal · Owner
- Client accepts · Client
- Get paid · Finance
- Reconcile · Finance
- Deliver the work · Team
Where the work was getting lost
Proposals were built in one tool, invoices and subscriptions lived in another, the bank in a third, and every department tracked its own tasks.
The owner had no single place to see what was sold, what was paid, what was overdue and who was working on what.
Follow the work, step by step
It plays on its own. Click any step to jump to it.
Build the proposal
Sections, pricing and a payment plan are assembled in a visual editor and previewed as the client will see it.
Client accepts
The client reviews the proposal, agreement and initial investment in one flow.
Get paid
Invoices and recurring subscriptions are created and tracked, with failed and past-due payments flagged.
Reconcile
Bank transactions are matched to deposits, and anything unmatched waits for review.
Deliver the work
Tasks are linked to the client and service and assigned to the right department on a shared calendar.
Every role sees its own work
Pick a role to see its view. The screens are illustrations, not client data.
Owner workspace
- Sales, payments and payoutsNeeds you
- Overdue invoicesIn progress
- Every department's tasksUp next
Each role sees the work it owns. Everyone works from the same record.
Finance workspace
- Invoices and subscriptionsNeeds you
- Bank reconciliationIn progress
- Payment failuresUp next
Each role sees the work it owns. Everyone works from the same record.
Departments workspace
- Tasks assigned to themNeeds you
- Client and service contextIn progress
- CalendarUp next
Each role sees the work it owns. Everyone works from the same record.
Client workspace
- Proposal and agreementNeeds you
- Initial investmentIn progress
- Payment statusUp next
Each role sees the work it owns. Everyone works from the same record.
What runs itself, and what stays human
Automated
- Recurring billing and renewal dates
- Flagging failed and past-due payments
- Suggested bank matches
People decide
- Pricing and proposal content
- Approving reconciliation
- Assigning and prioritizing work
The difference it makes
- One portal covers selling, billing, banking and delivery, so the owner works from one screen.
- Overdue invoices and failed payments surface on their own instead of in a monthly review.
- Every task is tied to a client and a service, so departments know why the work exists.
Why this matters for healthcare, manufacturing and sales: Proposals, payments, banking, invoices and every department's tasks in one portal for the business owner.
9 real screens from Owner Portal
Filter by module, use the arrows, or open any screen full size. Customer names and amounts are blurred or sample data.
Build something like this
Internal Tools & Dashboards
Tools and dashboards that show your team what needs attention and why, not just more charts.
Learn more →Proposals, Contracts & E-Sign
Build proposals from your pricing, sign online and start delivery once the deal is paid.
Learn more →Workflow Automation
Defined steps run on their own: assign this, ask for that, remind them, hold it until it is approved.
Learn more →
Start with the problem. We'll build the possibility.
Tell us what slows your team down. We'll map it with you and suggest a useful first release, whether you're in Houston or anywhere in Greater Houston.