Serve your clients quotes, invoices, files, or support: Inside a secure portal on your website
Give your clients a central place to view all their quotes, invoices and files. Let them keep their details up to date.
In the Client Portal, your CRM contacts can view their Quotes, pay Invoices online and download Files that you make available.
You can choose which layout your Portal should follow. Including what icons, tab names and endpoints are used.
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).
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:
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.
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.
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.
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.