How we helped homestead build a notion client portal to manager their clients

Company size: 11-50

Industry: Real state

Headquarters: Los angels, US

Services

Notion Website Notion Workspace

About Homestead

Founded in early 2020, Homestead was built on a vision of creating meaningful change by "using the home—most Americans’ largest asset—as a source of income and stability." Driven by a passion for affordable housing, Homestead’s cofounders set out to simplify the process of building ADUs (Accessory Dwelling Units), making it accessible and stress-free for homeowners.

Discovery

• Built a portal where home owners could submit requests for their home renovation project, view their invoice, or receive updates.

Solution

• Use Notion, super and member space to build a client portal website
• Create a ticking system space in notion so homestead could manage their request

Results

• A clean, professional looking client portal
• A notion space to track client request, bugs and changes. As well as project updates

Discovery

Homestead approached us with the need for a client portal that could transform how they managed homeowner interactions. During our initial conversations, it became clear that they required a platform that:

• Allowed homeowners to submit renovation requests, track progress, and view invoices effortlessly.
• Reflected their brand’s identity with a professional and cohesive design.
• Was intuitive and user-friendly for clients with varying levels of technical proficiency.

In addition, their team needed an internal system to streamline operations, track client requests, and maintain efficient communication.

Our goal was to design a solution that would enhance both the client and team experience, while laying a scalable foundation for future growth.

Solution

To address Homestead’s needs, we crafted a centralized, user-friendly portal using a tailored stack of tools: Notion, Super.so, and Memberspace.

The solution began with building the core structure in Notion, which became the foundation for the portal. Sections for project requests, invoices, and updates were carefully organized for clarity and ease of navigation. Using Super.so, we styled the portal to reflect Homestead’s branding, ensuring a sleek and professional appearance that resonated with their values.

For added functionality, we integrated Memberspace, allowing clients to log in securely to personalized dashboards. Each dashboard displayed tailored content, including project updates, communication threads, and timelines.

To support internal operations, we implemented a ticketing system within Notion. This allowed Homestead’s team to track and manage client requests efficiently, creating a seamless workflow that reduced bottlenecks and improved response times.

Results

The implementation of Homestead’s client portal delivered transformative results:

• Enhanced Client Experience: Homeowners now had a centralized hub where they could easily submit requests, track progress, and view invoices, improving their overall satisfaction.
• Professional Branding: The portal’s design aligned perfectly with Homestead’s brand, reinforcing trust and credibility.
• Streamlined Team Operations: The ticketing system helped Homestead’s team stay organized, manage requests, and maintain clear communication with clients.
• Scalability: The flexible structure of the portal positioned Homestead to expand its features as the business grows.

Issac and his team praised the portal for not only addressing their immediate needs but also providing a scalable foundation for future enhancements.