Client Portal - IntellentCRM

Empower your clients with real-time access, transparency, and collaboration tools through a branded, self-service dashboard.

🌟 What is the Client Portal? #

The Client Portal is a secure, web-based area within Intellent CRM where your clients (customers) can log in, view their information, interact with your team, and manage their accounts, documents, projects, support tickets, and more.

It’s an automated self-service hub that reduces manual communication and keeps everything organized in one place.

🔑 Key Features of the Client Portal #

When a client logs in, they can:

1. View Dashboard #

See a snapshot of their account: invoices, proposals, projects, support tickets.
Review recent activity or updates.

2. Manage Invoices & Payments #

View all invoices issued to them.
Pay invoices online (if a payment gateway is integrated).
Download or print PDF copies.
View invoice status (Paid, Unpaid, Overdue).

3. Track Estimates & Proposals #

View, download, and accept/reject estimates.
Digitally sign proposals (if enabled).
Leave comments or request changes.

4. Access Contracts #

Review any contracts sent to them.
Digitally sign if required.
Download for their records.

5. Monitor Projects #

See the progress of active projects.
View tasks, milestones, deadlines.
Participate in discussions or leave feedback.
Upload/download project-related files.

6. Submit and Track Support Tickets #

Create new support tickets.
Track the status and internal responses.
Reply directly within the portal.

7. Communicate Through Discussions #

Engage in topic-based conversations with your team.
Share comments or clarifications related to a project, proposal, or general topic.

8. View Files #

Securely access files uploaded specifically for them.
Examples: contracts, reports, marketing materials, deliverables.

9. Submit Forms (If Flex Form Builder is used) #

Fill out onboarding questionnaires, feedback forms, or request forms.
All submissions are saved and associated with their profile.

🧑‍💻 How to Enable and Grant Portal Access #

Step 1: Add a Customer #

Go to Customers > New Customer and fill out the relevant details.

Step 2: Create a Contact #

Each customer must have at least one contact (an individual user with login credentials).

Go to the Contacts tab within a customer profile.
Click “Add Contact”
Add name, email, phone, and tick the checkbox:
- ✅ “Set password and send welcome email”
- ✅ “Allow login to the client portal”

The user will receive a link to set their password and log in.

🔧 Customizing the Client Portal #

You can white-label and customize the experience:

1. Company Branding #

Logo, colors, and company name appear across the portal.
Go to Setup > Settings > Company and Theme Settings.

2. Menu Visibility #

You can control what clients can and cannot see:
- Enable/disable modules (e.g., Proposals, Projects)
- Go to Setup > Settings > Customers > Customer Permissions.

3. Custom Fields #

Add specific fields to capture client data that appears in their portal view.

Typically, the client portal is available at:

arduinoCopyEdithttps://yourcrm.yourdomain.com/clients/login

You can also embed or link it from your main business website.

🧠 Use Case Examples #

Industry	Use Case	Portal Benefit
Software Agency	Manage web dev projects and billing for each client	Project updates, task feedback, invoice payments
Accounting Firm	Upload tax documents, share reports	Secure file delivery, track invoices, view contracts
Legal Services	Collaborate on cases, share contracts	Sign documents, open tickets, access files
Marketing Consultant	Submit creative briefs, view performance reports	Submit forms, view proposals, centralized access

✅ Benefits of Using the Client Portal #

🕒 Saves Time: Reduces back-and-forth emails and admin work.
🔒 Secure: All data and documents are client-specific and access-controlled.
🤝 Professional Experience: Enhances trust and transparency.
📈 Streamlined Collaboration: Encourages engagement and real-time updates.

IntellentCRM