3 Point Forward's own systems
The public site, the staff CRM and the client portal behind it — the consulting side specifying, the engineering side building.
Open 3pointforward.com3 Point Forward needed the operational software a consulting firm runs on: somewhere for enquiries to land, a board for engagements, proposals and invoices out, and eventually a place for clients to see their own project.
A consultancy that tells clients to put their operations on one system cannot run its own on email attachments.
- The public site at 3pointforward.com, including the assessment and the enquiry paths.
- A staff dashboard covering clients, projects, milestones, tasks, proposals, invoices, files and support tickets.
- A booking flow that offers real remaining slots, refuses a slot taken between page load and submit, and confirms by email to both sides.
- A public site assistant that records the conversation and captures enquiry details against a lead record.
- Server-side sessions, argon2id password hashing, role separation between staff and client, double-submit CSRF and request rate limiting.
- MySQL behind the application; uploads stored outside any web root and served through an authorisation-checked route.
- Transactional email for booking confirmations and new-enquiry alerts.
- 3 Point Forward runs its own enquiries, bookings, proposals and invoicing on the system rather than on email.
- Client records are hard-scoped to their own client identifier on every query.
No revenue, saving or headcount figure appears on this page. Where a client has not approved a number for publication, we leave it out rather than estimate one.
- The client-facing portal is in phased rollout. The sign-in path is honest about that rather than presenting a door that opens onto nothing.
- 3 Point Forward
- Defined the requirements, owns the operation, and runs the business on it day to day.
- SOPHIA XT
- Built and deployed the site, the staff CRM, the client portal and the booking flow.
Want one of these?
If you already know what needs building, talk to us directly. If the operational problem is not pinned down yet — which is more often the case — start with the business systems assessment on the consulting side and come back with a plan.