Give Your Clients a Branded Portal They Will Actually Use
AutomateNexus CRM agency client portal provides branded dashboards, reporting, and communication tools that keep clients informed and engaged.
Clients Want Visibility Without Micromanaging
Your clients want to see progress on their campaigns, deals, and projects without scheduling weekly status calls. Sending manual reports is time-consuming and always outdated by the time clients read them. You need a way to give clients self-service access to the data they care about.
Self-Service Client Dashboards Under Your Brand
AutomateNexus CRM client portal gives each client a branded login where they can view real-time dashboards, pipeline progress, reports, and activity history. Clients see exactly what you want them to see, configured per-client with granular permissions. Reduce status meetings, improve transparency, and strengthen client relationships.
Key Features
Branded Client Login
Each client gets a branded login page with your logo, colors, and custom domain.
Configurable Dashboards
Choose which metrics, charts, and data each client can access in their portal.
Real-Time Reporting
Clients see live data without waiting for manual report generation.
Activity Timeline
Clients can view communication history, meeting notes, and task updates.
Document Sharing
Share proposals, contracts, and reports through the portal with version tracking.
Client Messaging
Built-in messaging system for client communication without leaving the portal.
Frequently Asked Questions
Can I customize what each client sees?+
Yes. Permissions are granular and configurable per client. You control exactly which dashboards, reports, and data each client can access.
Does the client portal require separate licensing?+
The client portal is included in the Agency plan. Client users do not count against your user seat limit.
Can clients take actions in the portal?+
You can configure which actions clients can take, such as approving proposals, leaving comments, or updating their contact information.
Is the portal mobile-friendly?+
Yes. The client portal is fully responsive and works on all devices.
Agencies Across North America & the UK
AutomateNexus CRM is used by digital agencies in cities across the US, Canada, and UK. Find resources specific to your market.
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