Practical guide · Self-hosted B2B software
Simplify client onboarding with your own checklist
How can a small team collect every required client detail in a sensible order?
The actual decision
Client onboarding with resumable checklists
Onboarding rarely fails because a large system is missing. Usually, individual details, files or decisions are absent. ClientRequest turns them into a resumable checklist the client completes step by step.
When it fits
A focused tool is useful when…
- You require the same information before each project.
- Clients cannot complete everything in one sitting.
- Progress should be visible and resumable.
- You want to work without client accounts or SaaS fees.
What the workflow looks like
complete project information instead of repeated follow-up requests.
Request project information in clear steps. Clients save their progress and continue later without creating an account.
- Install: Upload the PHP application to your HTTPS hosting and run the guided setup.
- Configure: Set your company name, branding and the options needed for this workflow.
- Use: Share the generated link and keep the result in your own installation.
Honest limits
ClientRequest is intentionally not a large platform.
A small tool is only a good purchase if its boundaries match the task.
- You need a complete CRM with a sales pipeline.
- You coordinate tasks across large internal teams.
- You require automated identity checks or signatures.
Costs and operation
24 € one time, no required subscription.
The licence covers one productive installation. Source code and documentation are included. Hosting, backups, updates and lawful operation remain under your control.
Before you decide
Three useful checks.
Will it run on my hosting?
The tools require PHP 8.2+, MySQL or MariaDB, HTTPS and Apache or Nginx. Use the free PHP upload-limit checker for a first configuration check.
Is installation included?
The licence includes instructions and a guided installer. Optional installation assistance is available from €49 after we have checked the server access and scope.
Who may purchase?
The current online offer is exclusively for companies and self-employed professionals purchasing for business purposes.