For agencies
Client Portal CRM
A CRM with a built-in client portal for documents, approvals, and updates.
Self-serve for your clients.
What Client Portal CRM does for you.
The same AI-native platform, focused on the outcome that matters most for your team.
Built-in portal
Documents, approvals, and updates live in a self-serve portal — no extra tool.
Faster sign-off
Clients approve and respond in one place, shortening every cycle.
One source of truth
Shared records mean your team and the client always see the same thing.
Teams move faster on AutomateNexus CRM.
0%
Average close-rate lift within 90 days
0 hrs
Saved per person, every week
0h
From signup to a configured, live CRM
One platform, fewer compromises.
Capabilities other CRMs lock behind enterprise tiers or sell as add-ons come standard here — so Client Portal CRM never means a second tool.
Eight autonomous agents included on every plan
Predictive forecasting and real-time lead scoring built in
White-label and multi-tenant ready for agencies
80+ native integrations with two-way sync
Full audit trail with human-in-the-loop approvals
Starts at $49/month — no per-seat penalties
Explore similar solutions.
Get started with Client Portal CRM.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.