Client Portal Pro

Customise your Client Portal, Allow File Downloads, Display Tasks and Tickets plus much more


Customise Your Portal, Adds New Options

Give your Client Portal that professional look and feel with Client Portal Pro.

 
  • Customise – Change tab names, endpoints and icons and style
  • 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
Zero BS CRM: Client Portal Pro

Customise your Portal and Add Extra Options

From styles, to tab names, endpoints and much more, you can customise your Client Portal with ease. The Client Portal Pro extension also lets your choose which portal style you want your Portal to have.

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
Three different File Views

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

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.

Client Portal Specification.

This extension makes your life easier by letting your customers download their files from your Portal, pay online and view their tasks.

Requires Zero-BS CRM Version: 2.89+
Requires PHP Version: 5.4+ (7 recommended)
WordPress Versions: WordPress 4.2+
Tested on multiple server setups.

Purchase Client Portal Pro.

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!

Get Entrepreneur's Bundle
(Full Access to all extensions):
$199 py
Or buy a single license...
Purchase Client Portal Pro
(single license):

$79.00Buy Now

$79 py
 

* All extension and bundle prices are billed yearly via subscription.

$79 py
or buy as part of a Bundle to save
Available.
Delivered digitally (yearly license)

$79.00Buy Now


Site licenses: 1 (per purchase)
Works with all versions of ZBS

Reviews

There are no reviews yet.

Be the first to review “Client Portal Pro”