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

Client Portal Styles

You can choose which layout your Portal should follow. Including what icons, tab names and endpoints are used.

Choose Portal Core Color
Choose Template
Navigation Icons
Navigation Labels
Navigation Endpoints
Choose styles
Task Manager

Show Tasks and Add to Calendar

When you assign tasks to a contact, they will show up on the contacts client portal. It will also use the dates entered and let them add to their calendar.

Perfect for if you're using the tasks to set up appointments or things to do for the client (e.g. attend a welcome Skype meeting, or in person).

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
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.

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

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

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