The CRM Client Portal

Client Portal Welcome, John OPEN ORDERS 3 UNPAID INVOICES 1 AGREEMENTS 2 Recent Activity Invoice #INV-00234 marked as paidToday New quote #QTE-00089 receivedYesterday Agreement signed: Service Contract3 days ago

Giving Clients Online Access

The CRM Client Portal allows your clients to view quotes, ask questions, sign agreements, and interact with their documents online.

How It Works

When you send a quote or invoice, the client receives an email with a unique link. Clicking this link takes them to a secure portal page where they can:

  • View the full quote/invoice with all line items and pricing
  • Select optional items on quotes
  • Ask questions – Send messages directly from the quote page
  • Sign agreements – Draw their signature electronically
  • Accept or reject quotes

Security

Each document has a unique, secure token in its URL. Only people with the link can access the page. For additional security, forms can require email verification.

Public Forms

You can share public form links on your website or social media. Clients fill them in without needing to log in, and the submissions are captured in your CRM.

Enabling the Portal

Enable the Client Portal in Settings. You can control whether clients have access at the business level.