Customise Your Portal, Adds New Options
- Customise – Change tab names, endpoints and icons
- Tasks – Shows all your tasks for your contact, including allowing them to add to Calendar
- Files – Allow your contacts to download files shown on the Portal
- Online Payments – Made even easier
- Tickets – When using the Awesome Support connector
- Developer Friendly – Extending the Portal is a piece of cake
Customise your Portal
From styles, to tab names, endpoints and much more, you can customise your Client Portal with ease.
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
Make Online Payments even easier
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.
Requires Zero-BS CRM Version: 2.89+
Requires PHP Version: 5.4+ (7 recommended)
Compatible with WordPress Versions: WordPress 4.2+
Tested on multiple server setups.
Get Client Portal Pro Now:
This extension makes your life easier by letting your customers download their files from your Portal, pay online and view their tasks.
Note: If you want to use this with our other extensions, such as invoicing pro and awesome support connector your cheapest option is the Entrepreneur’s Bundle.
Purchase as part of the Entrepreneur's Bundle:
Client Portal Pro is included in the Entrepreneur's Bundle - join the other happy entrepreneur's, save $$$ per year and get instant access to every extension!
(Full Access to all extensions):