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Peligent

Services · Custom portals

Custom business portals, built around how you work.

Multiply your growth with leads, clients, orders and numbers in one place, and AI built into your everyday work.

Free. 30 minutes with the founder. No slides.

A recruitment agency's portal · plays on a loop · sample data

What is a custom business portal?

A custom business portal is one private web app built around how your team works: leads, clients, orders, invoices and dashboards together. Peligent, a Toronto AI agency, builds them for small businesses across Canada and the US. We audit your workflows, design the portal and deliver it, with AI on the repetitive work.

  • Earn more Every lead answered and followed up on time.
  • Do less Data typed once. AI does the busywork.
  • Spend less One portal instead of five tools.

What goes in it

What can your portal include?

AI = AI does part of the work

Linked to the tools you already use: accounting · email · calendar · phone · store · sheets

In daily use

2 custom portals in daily use

A recruitment agency

Find candidates, win clients, run the desk

  • AI finds and ranks candidates for each role
  • Sales leads found and moved through stages
  • Shared inbox with AI-drafted replies
  • Proposal decks, e-sign contracts and invoices
about $0.03 per ranked candidate Read the recruitment portal story

A high-traffic electronics retailer

The day's numbers and work on one screen

  • Leads, quotes and follow-ups for the sales team
  • Google rank tracking for hundreds of keywords
  • Alerts when a competitor undercuts a price
  • Daily dashboards: trends, not spreadsheets
one panel for about 14 sales reps Read the retail panel story
The electronics retailer's panel · plays on a loop · sample data

Portals by industry: recruitment agencies, marketing agencies, online stores, consulting firms

Want a portal built around your team?

  • Fixed price before each stage
  • You own the code and data
  • Run plan optional, cancel anytime
Book a free call

30 minutes. No obligation.

How we build it

Audit, Design, Deliver.

A fixed price before each stage. Each one is useful on its own. How pricing works

  1. Step 1 Audit 1-2 weeks: we map how your team works
  2. Step 2 Design Only the screens and AI you will use
  3. Step 3 Deliver 2-6 weeks: live and linked to your tools
  4. Step 4 Run Optional: we keep it improving

FAQ

Custom portal questions

Why build a custom CRM portal instead of buying one?

An off-the-shelf CRM makes you work its way, and you still juggle other tools. A custom portal fits how your team already works and puts everything in one place.

How long does a custom business portal take?

The audit takes 1-2 weeks. The first working version is usually live 2-6 weeks after that, and we add to it from there.

Do we own the portal?

Yes. You own the code, the data and the accounts, with a documented handover. No lock-in.

Will it work with the tools we already use?

Usually, yes. Accounting, email, calendar, phone, your store and spreadsheets can all feed the portal.

Who pays for the AI inside the portal?

You do, on your own AI accounts, billed by the provider at cost. We add no markup.

What would your portal need on day one?

Bring the spreadsheets and tools you juggle today. We'll sketch what one portal would replace.

Free. 30 minutes with the founder. No slides.