Serve your clients quotes, invoices, files, or support: Inside a secure portal on your website
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.
Maintain Quotes, Invoices, Files all inside a secure client portal.
Give all CRM contacts access, or pick and choose who gets Client Portal access.
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.
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.
New for v1.5: Files can now be arranged into categories, and displayed in three styles: Simple, List View, and Thumbnail Gallery:
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.
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.
Client Portal Professional
The Client Portal is best used with Client Portal Pro to give your Portal that extra functionality, and customisation options. Client Portal Pro is included in the Entrepreneur and Reseller bundles and highly recommended to power up your CRM