Proposals
Review scope, line items, totals, and dates; accept, comment, or ask for a correction before deciding.
Client portal
A narrow, respectful workspace for shared business.
Each client signs in to a portal bound only to their organization: their proposals, their invoices, their projects, and their support. Nothing more, nothing less.
Animated recreation of the AgentticCRM client portal: the client sees their balance due, opens the pending invoice, and the payment updates their indicators and paid billing live.
The real portal: the client sees their balance due, proposals, invoices, projects, and a direct way to contact your organization.
What your client can do without emailing you for it.
Invoices
Check line items, status, balance, and the printable document of every shared invoice.
Projects
Follow the status of shared work without chasing updates by email.
Support
Create tickets with subject, description, and attachments; follow the client-visible replies.
Account
View and maintain account details and shared contact information.
Notifications
Review portal-relevant alerts and mark them read.
Access boundary
Each portal account is bound to a single client.
The client account belongs to one client record inside one organization. Only items shared with that client appear: internal comments, other clients, and the team workspace stay out, by design.
More on security and trust →Internal team workspace
Portal boundary
Portal · one client only