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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
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app.smbcrm.com
Client Portal features in SMBcrm

Active Portals

892

Client Logins

1,247/mo

Documents Signed

156

Sample metrics shown in the cards.

Client Portal

Explore the tools

Choose a tool to see details or how it fits into a workflow. Availability and usage charges vary by plan and feature.

Give clients a familiar place to meet

Use Meeting Room for onboarding calls and client check-ins. Share the same personal room link, let guests join in their browser, and manage access with waiting rooms and passcodes.

Explore Meeting Room
How It Works

How the client portal works

1

Brand

Spin up a portal with your logo, colors, and an optional custom mobile app.

2

Share

Give clients one login for invoices, documents, contracts, appointments, and courses.

3

Serve

Notifications and chat keep clients informed and coming back to one branded hub.

Keep exploring

Guides and updates for this workflow

See setup ideas and specific product changes before choosing your next step.

Common Questions

Frequently Asked Questions

What can clients access through the portal?
Clients can view and pay invoices, sign documents and contracts, book appointments, access courses and memberships, participate in community discussions, and communicate with your team — all from one branded login.

Can I customize the portal with my branding?
Yes. Add your logo, brand colors, and custom domain to create a fully branded client experience that looks like your own platform.

Is there a mobile app for clients?
Yes, on the Professional plan. Offer your clients a custom-branded mobile app for iOS and Android where they can access all portal features from their phone.

How do clients log in?
Clients receive an invitation email with a secure login link. They create a password and can then access the portal anytime from any device. Magic link login is also available for passwordless access.

Can I control what each client sees?
Yes. Access permissions are managed through membership levels, tags, and portal settings. Each client only sees the content, invoices, and resources relevant to them.
Explore More

Continue this workflow

Payments & Commerce

Explore invoices and payments

Memberships & Education

Explore courses and communities

Communication

Keep customer conversations connected
View all features
60-day money-back guarantee

Ready to put Client Portal to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

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60-day money-back guarantee

Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

No setup fees

Plan your setup with training and support

Cancel anytime

No long-term contracts, stay because you want to