Let your clients help themselves
Each client contact can be given a sign-in to a portal where they raise and follow tickets and see their contracts and invoices.
What you get
Everything in client portal
Raise and follow tickets
Clients log requests and see their status without phoning or emailing you.
Contracts
Clients see their contracts and the signed documents.
Invoices
Clients view their invoices in one place.
You control access
Enable or disable portal access for each contact individually.
Password reset
Contacts can reset their own password, so you are not the helpdesk for the helpdesk.
How it works
Simple to start, easy to keep going
- 01
Add the contact
Under the client, add the person.
- 02
Enable the portal
They receive a sign-in.
- 03
They self-serve
Tickets, contracts and invoices, any time.
Works with
Related features
Helpdesk
Tickets with SLAs, time tracking, templates, canned replies and customer satisfaction surveys.
Learn moreContracts and billing
Build contracts, collect e-signatures, and generate invoices from what each client actually uses.
Learn moreCRM, renewals and profitability
A leads pipeline, quotes, renewal tracking and a clear view of which contracts make money.
Learn moreReady when you are
See it with your own devices
Start a 14-day free trial with up to 25 devices, or ask for a walkthrough and we will show you around.