Client portal
A portal where your clients see their campaigns, deals, activity, results and recordings, and message your team.
The problem
Agencies and service teams spend hours building client reports by hand and answering “how is it going?”.
Who uses it
- Agencies and service providers
- Their clients
Used by: Operations
How it works
- Invite a client to the portal.
- The client reviews campaigns, deals, activity and results.
- The client listens to recordings and messages your team.
What it does not do today
- Clients view and message; they do not edit campaigns or records.
Connected to
Client portal works on the same records and history as these parts of the platform.
CRM and universal records
AvailableOne record model for leads, customers, tickets and candidates, with stages, custom fields, companies and a full activity timeline.
Learn moreSales pipeline and proposals
AvailableCampaigns with stages and assigned agents, weighted forecasts, broadcasts and proposals that clients accept and sign online.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn moreAgency client workspaces
Available with limitsFor agencies: create and fund client workspaces, choose their products, delegate access, and run playbooks and reports across clients.
Learn more