A secure space for every customer.
Invite authorized customers into portals to submit requests, review files, sign approvals and follow work.
Guided evaluation and rollout planning for your team.
- Onboarding pack v3.pdfShared
- Q4 report.xlsxAwaiting review
Keep customer portals understandable when the relationship changes.
Portals give customers and external collaborators a controlled window into your workspace. They see the status, files, requests and updates you publish, and nothing else.
That replaces the status-update email cycle. A client checks progress, uploads a document or raises a request themselves, and everything they do lands on the same record your team is already working in.
What Customer Portals gives you.
Branded portal
Set your logo, colors and welcome content.
Scoped access
Show each customer only their own information.
Forms & requests
Collect structured information from customers.
Files & approvals
Share documents and route sign-offs.
Status visibility
Let customers see the status of their work.
Revoke access
Instantly revoke portal access when needed.
From record to next action.
A clearer way to run customer portals.
Clients ask for updates by email and wait for someone to reply.
They open the portal and see current status themselves.
External sharing means attachments nobody can recall.
Published files with permissions you control and can revoke.
Client requests arrive in five different inboxes.
Portal requests enter the same queue with full context.
Questions about Customer Portals.
What can portal users see?
Only what you publish for their account or project, selected milestones, files, requests and updates. Internal notes stay internal.
Is a portal user a paid seat?
External collaborators are separate from internal users; see the pricing page for the limits on each plan.
Can I brand the portal?
Yes, your name, logo and colors so the experience reads as yours.
How do I remove access?
Revoke a user or an entire portal in one action; links stop working immediately.
Let’s talk about how your team works.
Show us where your CRM and operations need to connect. We’ll help you work through the setup, migration and next steps.