The Client Portal That Makes You Look Enterprise
AutomateNexus CRM includes a fully white-labeled client portal with 30+ features — project collaboration, billing, document sharing, onboarding workflows, health scoring, and more.
Client Communication Is Scattered Everywhere
Your clients send emails, Slack messages, and texts asking for project updates, invoices, and deliverables. Your team spends hours chasing information across tools. Clients feel out of the loop, and you look disorganized. The result: churn, scope creep, and missed expectations.
One Portal for Everything Client-Facing
AutomateNexus CRM gives every client a branded portal where they can view project progress, pay invoices, access documents, submit feedback, and communicate with your team. Onboarding workflows guide new clients through setup. Health scoring alerts you before a client goes quiet. Everything is white-labeled to match your brand.
Key Features
Branded Client Dashboard
Each client sees a personalized dashboard with KPIs, recent activity, project status, and quick actions — all under your brand.
Project & Task Collaboration
Clients view project milestones, deliverables, and task progress in real time without accessing your internal tools.
Document Sharing & File Requests
Share documents, collect signed contracts, and request files from clients with version tracking and notifications.
Billing & Invoice Portal
Clients view outstanding invoices, payment history, and make payments directly from their portal.
Onboarding Workflows
Guided checklists walk new clients through setup steps with progress tracking and automatic reminders.
Health Scoring & Feedback
Monitor client engagement and satisfaction with automated health scores, NPS surveys, and feedback collection.
Frequently Asked Questions
Is the client portal fully white-labeled?+
Yes. You can customize the logo, colors, domain, and branding. Clients see your brand, not AutomateNexus.
How many client users can I add?+
There is no limit on client portal users on any plan. Invite as many client contacts as needed.
Can clients submit support tickets?+
Yes. The portal includes a built-in support ticket system, messaging, and a community forum.
Does the portal include time tracking?+
Yes. Clients can view logged hours and retainer utilization. You control what data is visible.
Ready to Get Started?
Start your 7-day free trial and experience the power of white-label client portal. No credit card required.