Client Management
Kinetic Client Management builds portals for clients, suppliers, members and residents on top of the CRM, ERP, case and payment systems you already run. People outside the organization ask once and can see where their request stands. Each request updates the real record. Most Kinetic customers start here.
Gracie Barra 800+ franchise schools on one platform built with Kinetic. Members train at any school without a manual check. Read the Gracie Barra case study
So when a supplier or a resident needs something, it goes to email or to a portal one department bought on its own. That is usually the first thing customers rebuild in Kinetic.
City of Cedar Harbor is a fictional city with a working Kinetic build: 28 service types in 11 categories, each routed by address to the department that owns it.
Each serves one audience and connects to the systems that hold its records. Later portals start from the workflows and connections the first one built.
For clients
A new client uploads documents and answers questions once. The workflow runs the KYC check, sends the contract and opens the account.
For suppliers
Suppliers update bank details and renew insurance certificates here, instead of emailing procurement.
For residents
A resident reports a missed pickup once. It reaches the sanitation work order queue with the address verified, and the resident can follow it.
For members
Members change an address or dispute a charge, and see live status from billing and support.
For applicants
Applicants apply in one place. Program staff check eligibility, assign volunteers to shifts and approve awards from a single queue.
By industry: State and local government, Financial services, Healthcare, Managed service providers.
Franchise operations · Members
Schools in many countries used to keep members in spreadsheets and paper logs. Now one platform handles membership across the network, and headquarters can see it.
Read the Gracie Barra case studyDefense · Candidates
Candidates used to print, fill in and return an 85-page PDF packet. A candidate portal with CAC sign-in, deployed in a DoD IL5 environment, replaced it and halved recruiter workload.
Read the INSCOM case studyEach page lists the systems involved and the decisions people keep. Work and Service Management examples are in the use case library.
Connects Case management · Work order and asset management · Permitting and licensing · GIS and parcel data
Read the use caseConnects Salesforce · Microsoft Dynamics 365 · Zendesk · NetSuite
Read the use caseConnects ConnectWise · Autotask · Active Directory · Microsoft 365
Read the use caseConnects SAP Ariba · Coupa · Okta · Active Directory
Read the use caseA portal is only as good as the work behind it. These are the two things customers usually connect next.
Answered by Kinetic Data. Last updated .
It is the set of portals and workflows Kinetic builds for people outside your organization: clients, suppliers, members and residents. A request made in the portal updates the CRM or case record directly, so there is no side database to reconcile.
No. Your CRM keeps the client record. Kinetic builds the portal and the steps that reach past the CRM, such as a KYC check, a contract signature or a new account in the ERP.
Yes. You build it in Kinetic, so you decide the branding and which services each group can see.
That depends on how many systems and approvals are involved. Nothing has to be migrated first, because the records stay where they are. USDA built a proof of concept of its first self-service application on existing systems in four days.
AI sorts incoming requests, checks uploaded documents for missing pages and drafts replies from live status. Staff approve anything that changes an account or a payment. You choose the model.
Agents can create and read requests today through Kinetic's REST API or its MCP server, limited to what their user account is allowed to do. Native agent work exchange, where agents pick up and hand off work alongside people, is in development.
Bring one client, supplier or resident process. We map the systems behind it and the portal Kinetic would put in front, and you leave with a written plan. The session is free.