Client portal
Give customers a secure branded place for files, messages, forms, invoices, approvals, projects, and support.
One platform, fewer headaches
Stop stitching your business together
with a dozen separate apps.
NRT Business Hub gives your team and your customers one place to work. We handle the setup, customization, migration planning, and ongoing support so you are not left with another empty software account to figure out.
CRM & sales
Keep contacts, opportunities, proposals, intake forms, follow-ups, and client history together instead of scattered across tools.
Projects & workflows
Manage projects, tasks, assignments, deadlines, recurring work, and internal processes from the same workspace.
Billing & documents
Create proposals, contracts, estimates, invoices, recurring billing, and reusable documents without jumping between systems.
Scheduling & forms
Book appointments, collect information, route requests, and trigger follow-up actions automatically.
Automation
Turn routine handoffs and follow-ups into repeatable workflows so less work depends on someone remembering the next step.
What's included
A business platform shaped around your workflow.
We do not hand you generic software and wish you luck. NRT configures the environment, branding, terminology, permissions, workflows, and client experience around your organization.
Exact features and configuration depend on the package and the way your business operates.
Branded client portal
A professional customer-facing workspace using your business identity and terminology.
CRM & contact management
Centralize prospects, customers, organizations, history, notes, and custom business data.
Project & task management
Track work, assignments, deadlines, milestones, templates, and recurring processes.
Proposals, contracts & e-signatures
Move from prospect to approved work without rebuilding the same documents every time.
Estimates, invoicing & recurring billing
Create a smoother path from work performed to payment collected.
Scheduling & appointment booking
Let clients or prospects book the right time while keeping your team calendar organized.
Secure file sharing
Exchange and organize customer documents without relying on ad hoc email attachments.
Forms & intake workflows
Collect the right information up front and route it into the rest of your process.
Email & workflow automation
Automate routine follow-ups, status changes, assignments, notifications, and client communications.
Support & request management
Give customers a consistent way to submit questions and keep requests organized.
Dashboards & custom fields
Structure the system around the information your business actually needs to see and track.
Implementation & ongoing NRT support
We configure, train, adjust, and support the platform as your workflows evolve.
Who it's for
Built for businesses like yours
Professional service firms
Consultants, legal offices, accounting firms, agencies, and other teams that manage clients, documents, projects, deadlines, and billing.
Contractors & field services
Centralize customer intake, estimates, job information, documents, scheduling, follow-ups, and recurring service workflows.
Growing small businesses
Replace spreadsheets and disconnected subscriptions before operational complexity starts slowing the team down.
Client-facing organizations
Any business that wants customers to have one polished place to communicate, upload files, approve work, pay invoices, and see progress.
Why consolidate
One operating system instead of
a pile of subscriptions.
The usual stack
- Different apps for CRM, projects, billing, scheduling, forms, files, and support
- Multiple logins for staff and clients
- Duplicate data and manual re-entry
- Third-party connectors and fragile automations
- Several vendors to call when something breaks
NRT Business Hub
- One connected client and business workspace
- One consistent customer experience
- Shared data across day-to-day workflows
- Built-in workflow automation for common processes
- New River Technology as your implementation and support partner
How it works
We build the workspace around your business — not the other way around.
The value is not just the software. It is turning the software into a system your team will actually use.
- 01
Discovery
We map the tools you use now, the handoffs that waste time, what clients need to see, and the workflows worth improving first.
- 02
Configuration
We set up your branded environment, terminology, users, permissions, client experience, forms, templates, and core workflows.
- 03
Migration & launch
We plan the transition, import appropriate business data, test the experience, train your team, and roll it out in a controlled way.
- 04
Optimize
As your team uses the platform, NRT can refine automations, add workflows, build templates, and expand what the system handles.
1 Connected business workspace
1 Client login experience
NRT Implementation & support partner
Flexible Configured around your workflow
More than software
The difference is having someone build it with you.
Most business platforms fail because nobody owns the implementation. NRT stays involved so the system reflects real operations rather than becoming another unused subscription.
Workflow design
We help decide what should happen, who owns it, and what can be automated.
Templates & standardization
Turn repeatable work into reusable project, document, intake, and communication templates.
Team training
Practical training focused on the processes your staff will actually use day to day.
Ongoing improvement
Add capabilities over time rather than trying to redesign your entire company on day one.
Managed Business Hub
You run your business.
We run your Business Hub.
Choose the level of management that fits your operation. Every managed plan includes the platform, routine user support, NRT system administration, and ongoing help keeping the system useful as your business changes.
Managed Core
For smaller businesses that want NRT to run the essentials and keep the system organized.
$299 / month
Implementation starting at $995
- Business Hub platform
- CRM, client portal, projects, scheduling & billing
- Routine user support
- NRT system administration
- Basic configuration and template changes
- Up to 1 hour/month of configuration & customization
- Annual system review
Managed Pro
For growing businesses that want NRT to actively manage, refine, and improve the way the system works.
$499 / month
Implementation starting at $1,995
- Everything in Managed Core
- Sales pipelines & advanced client workflows
- Proposals and marketing capabilities
- Workflow configuration & automation assistance
- Priority support
- Up to 3 hours/month of configuration & customization
- Semiannual optimization review
Managed Complete
For businesses using Business Hub as a core operational platform across sales, service, onboarding, and internal workflows.
$749 / month
Implementation starting at $2,995
- Everything in Managed Pro
- Advanced workflow automation
- Automated onboarding processes
- Support/ticketing workflows
- Training & LMS capabilities
- Up to 5 hours/month of configuration & customization
- Quarterly optimization review
Managed configuration allowances reset monthly and do not roll over. Routine user support is included and does not normally consume configuration time. Major migrations, integrations, development, process redesigns, or large new workflow builds may be quoted separately. Prefer to manage the platform yourself? Self-managed Business Hub plans start at $99/month. Existing NRT Managed IT clients may qualify for preferred Business Hub pricing.
FAQ
Common questions
Is this just another CRM?
No. CRM is one part of it. NRT Business Hub can also bring together client portals, projects, tasks, files, forms, proposals, invoicing, scheduling, support, and workflow automation in the same operating environment.
Do we have to replace everything at once?
No. In many cases the best approach is to start with the workflows causing the most friction, then consolidate additional processes when it makes sense.
Can the portal look like our company?
Yes. The client experience can be configured with your business branding and terminology so customers get a consistent experience.
Will New River Technology set it up for us?
Yes. Managed plans include ongoing administration and support, while implementation is a separate one-time project based on the amount of configuration, migration, workflow design, and training required.
Can you automate our existing process?
Often, yes. We first map the process and identify which steps belong inside the platform. The goal is reliable automation that removes repetitive work without making your business harder to understand.
What counts as a managed change?
Routine support questions are included. Your monthly configuration allowance is for changes such as forms, fields, templates, permissions, pipelines, dashboards, automations, and workflow adjustments. Larger migrations, integrations, or major process redesigns are scoped separately.
Do unused configuration hours roll over?
No. Managed configuration allowances reset each month. This keeps the service predictable and ensures capacity remains available for every managed client.
Can we manage it ourselves instead?
Yes. Self-managed Business Hub plans start at $99 per month for organizations that want the platform but prefer to handle day-to-day administration and configuration internally. Implementation fees still apply.
Is this only for NRT managed IT clients?
No. It pairs well with managed IT, but NRT Business Hub can also be implemented as a standalone business operations service. Existing NRT Managed IT clients may qualify for preferred pricing.