Client Portal · Marketplace module
A desk for the client. No login
A light magic-link desk: invoices you sent, files you shared, contracts to sign. Incoming invoices stay with the team.
Magic linkInvoicesFilesContractsFree
A desk. No WordPress login.
Light on purpose
CRM Plus already has a fuller portal. This is the free desk for signing and paying.
01
A hashed link
Each client gets one ready desk. Copy or email it.
02
Invoices, files, contracts
Outgoing bills you sent, files you shared, and contracts to sign.
03
Hides when CRM Plus is on
CRM Plus already has a fuller portal. Contracts move there.
Questions
Is this CRM Plus?
No. CRM Plus has tickets and Help. This is the free desk: invoices, files and contracts. When CRM Plus is on, this desk hides.
Send a client their desk
Free on any plan.