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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

Client Portal

Included Features

Everything you need in one powerful suite.

Client Portal Dashboard

Single-login hub where clients access invoices, documents, courses, and appointments.

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

Documents & Contracts

Send contracts and estimates with e-signatures — clients view and sign 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 directly from the portal with auto-notifications.

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

Client Chat & Messaging

In-portal messaging so clients communicate with your team with full message history.

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

Branded Mobile App

Custom-branded iOS and Android client app published under your business name.

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

SSO & Magic Links

Passwordless magic-link login and single sign-on for a frictionless client experience.

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

Portal Notifications

Centralized alerts for invoices, contracts, courses, and payment confirmations.

  • Centralized notification center
  • Invoice and payment alerts
  • Course and community updates
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.

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

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