Client Portal | Jetpack CRM

A Private Portal for your Contacts.

Give your contacts access to their client portal. They can view their Quotes, Transactions, Invoices and much more.

Extend with Portal Pro

Issue Quotes to your contacts.

Create a Quote and send it to your contact. They can then accept it from their portal. Then it’s time to get to work.

Clients can pay invoices

Directly from the portal. Create an invoice, send it to your client and they can view it in their portal. You’ll no longer need to dig through your files if a contact asks for a copy of an old invoice.

Display all transactions

Your contact can log in and view all the transactions that they’ve made with your business.

See what tasks they have to do

If you create a task and choose to show it on the Client Portal your contact can see the task too. Want your contact to provide proof of identity? Add it as a task, show on the portal and once they’ve done it – mark it as complete.

Assign files to your contact and choose to display on the Client Portal. Perfect if you want to share designs, or wedding photography before shipping the final copy.

Power up your Portal with our extensions.

Client Portal Pro lets you customise the portal further. Bundle up and get all extensions for one price.

Freelancer

All the essential tools to drive your business forward.

^$11

per month
billed yearly

Get Freelancer

Invoicing Pro
Gravity Forms
PayPal Connect
Stripe Connect
Single site license
12 months support and updates

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