Deliver a Better Client Experience — 24/7 Access to Projects, Documents & More
Stop chasing updates over email. CRMLeaf’s Client Portal gives your clients a secure, branded space to track projects, view files, and communicate — anytime, anywhere.
Built for Service Teams That Want to Impress Clients
CRMLeaf’s Client Portal makes your business look organized, modern, and responsive.
Branded Client Login
Offer clients a professional login portal with your logo, colors, and branding.
Project & Task Updates
Automatically share progress updates, status changes, and completed work in real time.
File & Document Sharing
Upload proposals, contracts, reports, and invoices—organized and easy to download.
Invoice & Payment Access
Allow clients to view and pay invoices securely through integrated payment options.
Secure Messaging
Chat with clients right inside the portal—no switching between email, WhatsApp, or other tools.
Support Ticketing
Clients can raise questions or issues and track their resolution, reducing follow-ups.
Client Communication That Builds Trust and Saves Time
CRMLeaf’s Client Portal is more than a login screen—it’s a full-service platform for managing client relationships.
Custom Client Permissions
Decide exactly what each client sees—from documents to updates to invoices.
Self-Service Simplicity
Clients can log in and help themselves, reducing your support load and speeding up communication.
All-in-One Access
Projects, files, invoices, tasks, and messages—all available in one organized client hub.
Professional Presentation
Show clients you're serious about service with a branded, polished experience.
Stay ahead with the Latest Insights
The Role of AI in Modern Customer Service Management
Why Modern Businesses Need a Unified CRM Platform?
How Self-Service Portals Empower Employees and Reduce HR Workload?
