For agencies
Client Portal Software
Give clients a polished portal for approvals, reports, and messaging — under your brand.
A branded home for every client.
What Client Portal Software does for you.
The same AI-native platform, focused on the outcome that matters most for your team.
- 01
Branded client home
A polished portal under your brand for approvals, reports, and updates.
- 02
Fewer status meetings
Clients self-serve the answers, so your team stops fielding the same questions.
- 03
Granular permissions
Show each client exactly what they should see — and nothing they shouldn't.
One system. Every plan.
Every figure here is something the product includes, on every plan.
- Autonomous AI agents, working 24/7
- 0
- Native integrations
- 0+
- Karrie never clocks out
- 0/7
- of plans include unlimited contacts
- 0%
One platform, fewer compromises.
Capabilities other CRMs lock behind enterprise tiers or sell as add-ons come standard here, so Client Portal Software never means a second tool.
- Eight autonomous agents on every plan
- Revenue forecasting and AI lead scoring built in
- White-label and multi-tenant ready for agencies
- 60+ native integrations with two-way sync
- Full audit trail with human-in-the-loop approvals
- Starts at $49/month — no per-seat penalties
What your clients can do in their portal.
The portal runs on your brand and your domain and shows each client only their own work: projects you share with them, deliverables to review and approve, documents to sign, messages, client-facing wiki pages and the reports you choose to publish. Your team keeps working in the CRM; the portal is the client's window onto it.
- Projects shared per client, with progress and deliverables
- Approvals, proofs and e-signature on documents
- Secure messaging that reaches your team inside the CRM
- Client-facing wiki pages and shared reports
- Granular permissions on what each client sees
- Portal users do not count against your plan's seats
The portal is one surface of a larger system: projects and deliverables feed it, white-label branding dresses it, and the client portal feature page covers the mechanics.
Explore similar solutions.
Client Portal Software, answered.
A client portal is a login where your client sees only their own projects, approvals, documents and messages, on your brand. Email spreads that across threads and attachments nobody can find; the portal keeps one current version of everything and a record of who approved what, and when.
Yes, on every plan: your logo, colors and domain, and the app and the AI co-pilot can carry your names. Clients never see AutomateNexus CRM branding.
Only what you share: projects marked with their name, deliverables and proofs waiting on them, documents to sign, client-facing wiki pages and the reports you publish. Internal notes, other clients and your pipeline stay invisible.
No. Client portal users are not members of your organization and do not count against your plan's user limit.
Deliverables move through Pending, In Progress, In Review and Approved, and each version keeps its files and change notes. When a client approves in the portal, the deliverable and its project reflect it in the CRM.
Yes. The share icon in a project header creates a read-only public link that shows the project without signing in, for stakeholders who do not need a portal account.
Get started with Client Portal Software.
Start your 7-day free trial. No credit card. Karrie is ready on day one.