Give Your Clients a Professional Home Base for Everything
Deliver a branded, self-serve client portal where your customers can view invoices, sign documents, track jobs, access their courses, and communicate with your team, all in one place and without the endless email threads.
Why do I need a Client Portal?
Without a dedicated client space, your customers are constantly emailing you for updates, chasing down invoices, or struggling to find the documents they need. It creates unnecessary back-and-forth for your team and a frustrating experience for your clients.
Multiplier CRM's Client Portal gives your customers a branded, login-protected hub where everything related to their account lives in one place. It looks professional, reduces your admin workload, and delivers the self-serve experience clients expect from a modern business.
A Branded Experience That Reflects Your Business
- Fully white-labelled with your business name, logo, and brand colours so clients see your brand, not the software.
- Clients access their portal via a secure login with no technical setup required on their end.
- Create a polished, professional first impression that builds trust and signals that you run a well-organised business.
- Customise the portal experience to show only the sections relevant to your business and service model.
Invoices and Payments in One Place
- Clients can view all their invoices, whether paid, pending, or overdue, directly in the portal.
- Clients can pay outstanding invoices online with one click, reducing payment delays and awkward follow-up conversations.
- Subscription billing and payment history are visible to the client, reducing inbound billing enquiries.
Documents and Contracts at Their Fingertips
- Clients can access, review, and sign contracts and proposals directly through their portal.
- Signed documents are stored securely and accessible any time, eliminating the "can you resend that contract?" requests.
- Document signing notifications keep both parties informed at every step of the process.
Course and Membership Access
- If you sell online courses or memberships, clients access their enrolled content directly through the portal.
- Track course progress, access materials, and engage with community features, all within the same branded environment.
- Create a seamless transition from purchase to learning without directing clients to a separate platform.
Communication Without the Email Chaos
- Clients can send messages and requests directly through the portal, keeping all communication organised and on record.
- Reduce scattered email threads and WhatsApp messages by centralising client communication in one trackable place.
- Every portal interaction syncs with the client's CRM profile, giving your team full context for every conversation.
Other great features
Answer, qualify and book leads around the clock.
Let clients book the right time, automatically.
Every customer detail in one organised place.
Every message from every channel in one inbox.
Sell courses and grow a thriving community.
Send campaigns that land and convert.
Take payments and send invoices in seconds.
Collect 5-star reviews on autopilot.
Move every deal forward with a clear pipeline.
Plan and publish to every channel in one place.
Build pages and funnels that capture leads.
Automate the busywork you do by hand.
Ready to put Client Portal to work?
Request a demo and we will show you exactly how Multiplier CRM fits your business.