Streamline Communication and Maximize Retention with Our New Client Portals

Introducing Our New Client Portals

We're excited to announce the launch of our new Client Portal, a platform designed to enhance the experience for our clients and their leads. The Client Portal allows seamless engagement with your customer and affiliates in a secure environment, enabling access to affiliate commissions, community groups, and membership courses under a single login. This feature aims to boost customer retention and improve your services by simplifying communication and empowering clients to take necessary actions independently.

How to Set Up Your Client Portal

We have already created a Client Portal for individual sub-accounts on our subdomain However, during the setup process, you have the option to choose your own custom domain.

What's Included in This Release?

This release includes two sections in the Client Portal:

  1. Affiliate Portal: Affiliates participating in our affiliate manager can now log in to view their leads, customers, revenue generated, and commissions earned. They will also have access to their affiliate links.
  2. Memberships: While existing members can continue using their memberships as usual, we've added a Client Portal to enhance their experience.

How to Invite Affiliates to Your Client Portal

There are several ways to invite clients to use the Client Portal:

  1. All existing affiliates will receive a Welcome Email inviting them to log in to the Client Portal.
  2. You can share the Client Portal URL directly by copying it from your Client Portal configuration screen (found under Sites -> Client Portal).
  3. All newly added affiliates will also receive a welcome email to log in to the Client Portal.

We believe that our new Client Portal will revolutionize the way you interact with your affiliates and improve your overall customer service. Take advantage of this powerful tool to grow your business and enhance your clients' experiences.

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SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.