Client Portal

Serve your clients quotes, invoices, files, or support: Inside a secure portal on your website

Client Portal

Zero BS Client Portal

Give your clients a central place to view all their quotes, invoices and files. Let them keep their details up to date.

SECURE PORTAL

Maintain Quotes, Invoices, Files all inside a secure client portal.

CONTROL ACCESS

Give all CRM contacts access, or pick and choose who gets Client Portal access.

EXTENDABLE

Extend your client portal with additional tabs, styles and navigation options.
 

A single place, for all Client documents

In the Client Portal, your CRM contacts can view their Quotes, pay Invoices online and download Files that you make available.
CRM Client Portal
Custom Pages in Portal

Easily add custom portal pages

When using the client portal you can easily add new pages using the WordPress Pages interface (including shortcodes). Perfect for if you want to display any WordPress page in the client portal, such as extra info, or terms or anything you like.

Allow Files to be Downloaded

This is perfect for if you want to share files with your contacts. You may upload terms or additional PDFs for your client. You may even share with them drafts via the Portal. All is made possible with the files functionality of the Client Portal.
File downloads on portal
New for v1.5: Files can now be arranged into categories, and displayed in three styles: Simple, List View, and Thumbnail Gallery:
Simple File downloads on client portal
List View File downloads on client portal
Thumb Gallery File downloads on client portal
Choose styles

Easy Online Payments

When used with Invoicing Pro and Stripe Sync, your customers card details are stored with Stripe. Zero BS CRM uses this information to make one-click payments super easy with Stripe and Invoicing Pro, all made easier with Client Portal Pro.

Show your Tickets / Reports

This is useful if you want to use Awesome Supports ticketing capability. It adds a ticket area to their portal and your contact.
Support Tickets
Extend the Portal

Developer Friendly

We've built the new Client Portal to run from a shortcode and now make it even easier for you to extend the Client Portal to add more tabs if you like.

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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