The client portal is the private space where each client signs in with their email and password to see what you shared with them: their proposals, their invoices and balance, how their projects are going, their appointments and their tickets. You open it client by client, when you want to.
The Client portal screen in AgentticCRM with fictitious data, as Mateo Arias from Vértice Legal sees it. Home shows the total due, the pending proposals, the unpaid invoices and the active projects; what the organization needs from the client's side, with the overdue task marked; the next meeting, and how much of what was billed is already paid. Then, in Waiting on you, the Lightweight ERP rollout proposal is accepted and confirmed in the dialog. Last, invoice #2047 opens with its line items, how to pay and the balance, and Pay now continues to the organization's payment page.
You decide which projects and which files get shared: the portal shows nothing you have not marked.
Right at the top, “Waiting on you”: proposals with no answer and anything left to pay. If they are up to date, it tells them that too.
They see the detail, the prices, the discount and how long it is valid, and answer with Accept or Reject. Your team sees it right away.
Their invoices, what is paid, what is open and how many days overdue. Pay now sends them to your organization's payment page with the amount already filled in.
The plan by phases, how each one is going and the tasks that depend on them. They can send you the copy, logos or documents you asked for, up to 25 MB per file.
The upcoming ones and the ones already held, with the time in their own zone and the link to join the video call.
They open a request with a subject and a description, follow what state it is in and reply in that same thread.
From the client's record, Invite to portal creates access for the contact you choose, with a password shown once so you can pass it on. You can create access for each person at that client who needs it, and revoke it whenever you need to.
Before you invite anyone, View as client opens the portal just as they will see it: their invoices, their proposals, their projects and nothing else. It is read-only, and the visit is noted in their history.
They get the notice, open it in their portal and accept or reject it in one click.
The project shows up with its phases and its progress, and with the tasks you need from their side.
They upload the missing material straight into the project and your team gets the notice.
The invoice appears with its balance and its pay button; once you confirm the money arrived, their statement is up to date.
Everyone who signs in to the portal arrives at their own company: there is no screen anywhere from which they could see another of your clients.
No. They sign in from the browser with their email and the password you gave them, and can change it themselves under My account.
No. You switch it on client by client and person by person. A client without access still gets their proposals and invoices by email.
They get the notice and the task shows up in their portal, under What we need from you, just as if someone on your team had handed it over. None of it moves until they mark it done.
Your organization's name at the top, and your proposals and invoices carry your logo. Your client always knows who they are dealing with.
Yes, for the urgent things: appointment invitations and the tasks you assign them are answered from a private link that reaches them by email.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.