Feature
Client Portal
Give clients a polished, white-label portal for approvals, documents, reports, and messaging — all under your brand and domain.
A branded home for every client.
Enterprise Reports & Analytics
Comprehensive business intelligence
Revenue
$48.2k
Deals
127
Avg order
$3.4k
Growth
+12%
Revenue trend
Everything in Client Portal, in one place.
No add-ons, no upgrade walls. These come standard — sharing the same records, automations, and agents as the rest of your CRM.
Custom branding & domain
Document sharing & e-sign
Approvals & requests
Shared reports
Secure messaging
Granular permissions
Live in a day. Working for you on day one.
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
Let the agents work
Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
Client Portal plugs into the tools you already run.
With 80+ native integrations — Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, and n8n — your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrationsEvery action an agent takes inside Client Portal is logged with a full audit trail, and sensitive steps wait for human approval — so you stay in control as automation scales.
Questions about Client Portal
Give clients a polished, white-label portal for approvals, documents, reports, and messaging — all under your brand and domain.
Pairs well with the rest of the platform.
Put Client Portal to work.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.