DELIVER
Client Portals
Branded, token-verified public pages — seller dashboards, buyer document portals, feedback and upload links.
WHAT IT DOES
Client Portals
Client Portals are branded, token-verified public pages: a live dashboard for a seller, a document portal for a buyer, booking pages, forms and feedback links.
Every interaction on a portal writes back into the record, so client-facing pages become part of the same timeline as everything else.
FEATURES
What's included.
- Branded, token-verified public pages
- Seller dashboards and buyer document portals
- Feedback and file-upload links
- Every interaction logged to the record
Keep reading
Related modules