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7 Features

One Login, Everything Your Clients Need

Give your customers a branded portal to access invoices, documents, contracts, appointments, courses, and community — all from a single dashboard.

Branded client-facing dashboard
Documents, contracts, and e-signatures
Self-service invoices and payments
Optional custom mobile app
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Platform Preview

Your Clients' Home Base

A single branded portal where clients log in to view invoices, sign documents, book appointments, and access courses and community.

  • Branded login with your logo and colors
  • Self-service payments and document signing
  • Optional custom mobile app for iOS and Android
Try it free
app.smbcrm.com
Client Portal features in SMBcrm

Active Portals

892

Client Logins

1,247/mo

Documents Signed

156

Client Portal

Included Features

Everything you need in one powerful suite.

Client Portal Dashboard

Centralized hub where your customers log in to access invoices, documents, appointments, courses, and community — all from a single dashboard with quick-action navigation.

  • Single login for all client resources
  • Quick-action navigation tiles
  • Branded experience with your logo

Documents & Contracts

Create, send, and track professional contracts, proposals, and estimates with a drag-and-drop builder, fillable fields, and legally binding e-signatures. Clients view and sign directly in the portal.

  • Drag-and-drop document builder
  • Fillable fields and e-signatures
  • Clients sign directly in the portal

Invoices & Estimates

Clients view, pay, and manage invoices and estimates directly from their portal with automatic email notifications for new and overdue items.

  • Client self-service invoice payments
  • Automatic overdue notifications
  • Estimate approval workflow

Client Chat & Messaging

In-portal messaging so clients can communicate with your team without leaving the portal, with full conversation history.

  • In-portal real-time messaging
  • Full conversation history
  • Seamless team handoff

Branded Mobile App

Create your own custom-branded client portal mobile app for iOS and Android with your logo, colors, and menu layout. Published under your business name in the App Store and Google Play (additional cost applies).

  • Your brand in the App Store and Google Play
  • Custom logo, colors, and menu layout
  • Push notifications for client updates

SSO & Magic Links

Passwordless login with one-click magic links and single sign-on for a frictionless client experience across portal and all connected apps.

  • One-click passwordless login
  • Single sign-on across apps
  • Frictionless client experience

Portal Notifications

Centralized notification center for invoices, contracts, estimates, course progress, community updates, and payment confirmations.

  • Centralized notification center
  • Invoice and payment alerts
  • Course and community updates
How It Works

Simple, Powerful, Effective

1

Connect

Integrate your existing tools and import your data in minutes.

2

Configure

Set up automations and customize to match your workflow.

3

Grow

Watch your efficiency and revenue increase automatically.

Explore More

Other Feature Categories

CRM & Sales

6 features

Lead Capture

4 features

Websites & Funnels

4 features

Communication

6 features

Automation

5 features

AI Features

9 features

Social Media

5 features

Advertising

6 features

Payments & Commerce

6 features

Memberships & Education

4 features

Reputation & Growth

3 features
View all features
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