Customer portal software where customers see bills and files

Customer portal software gives your clients a private sign-in where they can see the projects, documents, invoices and messages you share with them. In CIPHER CRM the portal carries your logo, reads from the same records your team works on, and is included in every plan, so there is nothing extra to set up or buy.

Clients see their own projects, the documents you have shared with them, their proposals, estimates, invoices and credit notes, their payment history with receipts, and their message threads. They can also update their company profile and manage their own password and security settings. Your internal chat and private notes are never shown to them.

Yours. The portal is a fully separate sign-in experience that shows your logo rather than ours. Clients meet your branding the moment they sign in, which keeps the portal in line with the proposals and invoices you already send them.

Yes. Every contact you add to a customer can get their own portal User ID and password, so a director, an accounts person and a project lead each sign in separately. Your staff can generate or reset those logins at any time, and client contacts can manage their colleagues' access too.

Yes. With sign in as customer, a staff member opens that client's portal instantly without their password. The session is clearly bannered as a stand-in, so nobody mistakes it for the client's own visit, and you can check exactly what they will find before you point them to it.

No. Documents in CIPHER CRM are filed private by default. A single visible-to-customer switch on each document shares it to that client portal, so you decide file by file what goes out and what stays with your team. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

No. Every feature in CIPHER CRM is in every plan, and the customer portal is one of them. There is no add-on to buy before clients can sign in, and most teams are live within 1 to 3 days with free data migration.