Fewer balance calls
Clients can see what they owe and what they paid without asking your accounts person.
Portal home screen, also called a client portal dashboard
Every time a client signs in, their home screen shows quotes waiting for a reply, what they owe, active projects and unread messages. With the numbers in front of them, fewer clients call to check their balance.
The portal home screen in CIPHER CRM is the client portal dashboard your clients see first when they sign in. It puts the main facts on one screen: quotes waiting for their answer, money owed and overdue, what they paid recently, active projects, unread messages and their newest documents.
Every figure comes from the details your team already keeps, so clients can check these things for themselves before they contact you. 192+ businesses run CIPHER CRM across 31 industries, with 92 built-in features, a 4.8/5 average rating and 99.9% uptime. Most teams are live in 1-3 days.
What you can do with the portal home screen
The first screen clients see shows what they owe, what they paid and what is waiting for their reply.
- Client billing portal
See what needs a reply
Proposals and estimates still waiting on the client are shown up front, so nothing sits unnoticed.
- Invoice payment tracking
Know the balance at a glance
Outstanding and overdue amounts sit on the dashboard, worked out from the client's invoices and the payments your team has recorded.
- Customer portal preview
Confirm what was paid recently
The amount paid in the last 30 days appears on its own, so a client can check a payment arrived without asking.
- Client task request portal
Keep active work in view
The client's active projects are listed on the dashboard, a step away from the full project view.
- Client portal messaging
Spot unread messages
A count of unread messages tells the client your team has written back.
- Share documents with clients
Open the latest paperwork
Recent documents sit on the dashboard, so the newest shared file or invoice is easy to reach.
- Client portal user management
Portal logins
Each person at a client company gets their own login, and your staff can create or reset it any time.
- Customizable CRM
Menu and invoice settings
Hide what you never use, reorder the menu and set numbering and terms and conditions on quotes and invoices.
- CRM custom labels
Rename any section
Change any section's name to the word your team uses, like Projects to Jobs, and see it on every screen.
Why it's worth it
What the portal home screen changes for your business
Proposals that do not get forgotten
Documents waiting on the client are the first thing they see, so a decision is less likely to slip.
Overdue amounts raised gently
An overdue balance on the client's own screen starts the conversation before you have to chase.
Clients who feel looked after
A clear summary each time they sign in shows them their account is in order.
4.8 Teams that switched to CIPHER CRM
Potato traders pay storage rent bit by bit as they lift their bags. The Overdue flag tells me which trader to call before his last bags go out.
Tanushree Mondal Office Manager, AccountsBardhaman - Agriculture
When a dealer sends back a faulty e-rickshaw battery, its value goes on a credit note in his name. He can adjust it against his next invoice.
Mridusmita Bora Office Manager, AccountsGuwahati - Energy
Each reefer load for the prawn processing plants needs the set temperature, vehicle number and seal number noted. We put a field for each of those on the load record, so when a plant rings, the office reads the details off the screen instead of phoning the driver.
Venkatapathi Raju Fleet Manager, OperationsBhimavaram - Logistics
Still thinking it over? Portal home screen - your questions answered
Still have a question? Book a demo and ask us while you see the portal home screen working.
What is a client portal dashboard?
A client portal dashboard is the first screen a client sees when they sign in to your portal. In CIPHER CRM it shows documents awaiting their response, outstanding and overdue balances, the amount paid in the last 30 days, active projects, unread messages and recent documents, all for that client only.
Is the portal dashboard for my team or for my clients?
It is for your clients. The portal dashboard sums up one customer's own account from their side of the relationship. It is not a view of your whole business and it does not show figures across customers. Your team keeps working in the main CIPHER CRM workspace.
How are the balances on the dashboard worked out?
They come from the client's invoices and the payments your team records. When you log a full or partial payment against an invoice, its balance and status update on their own, and the outstanding, overdue and paid-in-the-last-30-days figures on the client's dashboard follow from that.
What counts as a document awaiting a response?
It is a proposal or an estimate you have sent that the client has not yet accepted or declined. These show on the dashboard so the client can act on them, and they can open each one and give their answer from inside the portal.
Will the dashboard show new messages from my team?
Yes. The dashboard shows the client how many unread messages they have, so they know when your team has replied in their support thread or a project thread. From there they can open the conversation and pick it up where it left off.
Can clients see the dashboard for another company?
No. Each client contact signs in with their own login and sees only the customer account they belong to. The projects, documents, balances and messages on their dashboard all come from that one customer. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Does the dashboard update when we record a payment?
Yes. CIPHER CRM updates records live, the customer portal included, so once your team records a payment the client's balance and recent paid total reflect it without them needing to refresh the page. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Explore more
Features that work with the portal home screen
View all features
Portal bills and quotes
Clients accept or turn down quotes and download their own bills, credit notes and receipts as PDFs.
Track invoice payments
Record each payment on its invoice, whether it is the full amount or a part, and see what is still owed.
Portal work requests
Clients ask your team for new work from their portal and see how each of their projects is going.
Portal chat
Clients message your team from the portal, with one chat for support and one for each project.
Show documents to clients
Choose which contracts and certificates a client can see, and they open them with their own login.
Customer portal
Your customers sign in on a page with your logo and find their own bills, quotes, files and messages.
Instant loading
Every screen opens at once, then checks for newer data, so a new payment or status change still shows.
Auto save
Every change is saved the moment you make it, so there is no Save button to press or forget.
Offline mode
Keeps showing the customers and tasks you opened when the internet drops, and updates itself when it returns.
See team edits live
When a teammate changes a lead, task or invoice, it shows on your screen at once, and you see who is online.
Search names and numbers
Find a customer, lead, task or invoice by typing a name, phone number, email or reference number.
Choose your language
Each person picks their own language for menus and buttons, with English and French available today.
Dark mode
Switch the whole app to dark colors, with every screen designed for it and no bright page left over.
Accessible for all staff
Staff who cannot see well or use a mouse can work on every screen by keyboard or with a read-aloud tool.
Step-by-step setup
Add your logo, company details and time zone in order, and every answer saves so you can finish later.
Setup for your trade
Pick your type of business at signup, and your enquiry stages, staff groups and document types come ready.
Run several companies
Keep each company's customers, bills and staff apart under one login, and switch between them in a click.
Two accounts, one browser
Stay signed in to two separate accounts, such as your own and a work account, and switch in one click.
User IDs for staff
Give each staff member a user ID and password to sign in with, so no one needs a work email.
Your own web address
Your team signs in at a web address with your company name in it, so they always know the page is yours.
Your logo on bills
Show your logo on your team's screen and on every quote and bill, with a picture of your signature on each.
Bill in any currency
Set each customer's currency once, and every quote and bill you make for them uses it.
Your name and photo
Choose how your team sees you, with a separate profile in each business you are part of.
Account security
Only you can change your password or login email, and a forgotten password resets with an emailed code.
Google sign-in
Use the Google account you already have to get in, or an email and password if you prefer.
Email check by code
Each new login email gets a one-time code (OTP) to type in, so password resets reach the right inbox.
Stop password guessing
Too many wrong passwords pause sign-in for a short while, with a countdown to the next try.
Sign out other devices
When you change your password, you can make every other phone and computer sign in again.
Track every enquiry
Anyone who asks about buying becomes a lead, with contacts, status, follow-ups and files on one page.
Sales stages
See each lead under its step, like new, quoted or won, in a list or on a board where you drag it forward.
Follow-up tracking
Write down every call, visit and message and how it went, and see when each lead last heard from you.
Turn leads into customers
When a lead says yes, one click adds them and their details to your customer list, with no retyping.
Online enquiry forms
Put a form on your website or share its link, and each enquiry comes in as a lead for the right staff member.
One-click call and email
Reach any lead in one click from your list, without typing a number or opening their page.
Customer management
Each customer gets one page with their contacts, projects, quotes, invoices and full history.
Customer groups
Sort customers into your own groups, like wholesale or retail, and see each group on its own.
Shipping addresses
Keep one billing address, plus a shipping address with its own name for each branch or warehouse.
Client projects
Keep each client job as a project, with its team, dates, tasks, files and bills in one place.
Team tasks
Give one piece of work to a teammate, set the due date and time, and connect it to the customer it is for.
Share tasks by link
Send a client or supplier a link to one task that opens with no sign-in, and turn the link off any time.
Proposals
Send a detailed offer with prices and terms, even to someone who has not bought yet, and get a reply online.
Estimates and quotes
Send a numbered price quote for goods or services, and let the customer accept it from a link.
Invoicing
Bill customers and see at a glance which invoices are paid, partly paid or overdue.
Credit notes
Record money you owe a customer after a return or overcharge, then take it off a bill or refund it.
Documents in one place
Keep every proposal, estimate, invoice, payment and expense in one place, and choose who can open each kind.
Quote builder
Add each item to a quote or bill from your product list or by hand, with its own price, discount and taxes.
Discount options
Give a discount before tax, after tax or on one item, the same way on quotes and invoices.
Saved text for quotes
Write your usual paragraphs once, then add them to any quote or bill in one click.
Your signature on bills
Add a picture of the company's or a staff member's signature to any quote or bill and its PDF.
Invoice and quote PDFs
Preview any quote or bill on screen, then download it to print or send, with the total in words.
Invoice numbering
Choose how the numbers on your invoices, estimates and credit notes look, and get warned before one repeats.
Let clients accept quotes
Send a private link, and your client reads the quote and says yes or no, with no login needed.
Turn quotes into invoices
Make the invoice from the quote your client said yes to, with items, taxes and terms already filled in.
Payment options
List the ways customers can pay you, from cash to bank transfer, so each invoice tells them how to pay.
Payment receipts
Every payment you record gets its own PDF receipt that your team and your client can download.
Apply credit notes
Use a credit note from a return or overcharge to lower what a customer still owes on their invoices.
Track customer refunds
Record each amount you pay back to a customer, with a receipt, and never refund more than you owe.
Expense tracking
Record every business cost, like rent or transport, with its amount, date and tax, all in one place.
Expense categories
Sort costs into groups you name, describe and color, and switch off old ones without changing past costs.
Price list
Save each product or service with its price, unit and taxes once, then pick it on any quote or invoice.
Multiple taxes per item
Set each tax rate once, then use it on any item in a quote or invoice and on the expenses you pay.
Staff management
Keep each person's details, role and documents in one place, and turn off their login the day they leave.
Roles and access
Choose what each staff role can see, add, change or delete, from enquiries to invoices and settings.
Limit to own work
Let staff see everyone's customers and tasks but edit only their own, so nobody changes a colleague's work.
Custom access per person
Give one staff member more or less access than their teammates, while everyone else's access stays the same.
Team chat per customer
Every customer, lead, task and bill gets its own staff chat, and the messages stay saved on its page.
Team messages and groups
Message one person, or post in a group for a department, a job title or the whole company.
Customer support chat
Customers you give a login can ask about a bill or project, and never see your staff's own chat.
Notification bell
See when someone tags your name in a chat, gives you a task or changes something, and open it in one click.
Computer pop-up alerts
Alerts pop up on your computer even with the CRM closed, and each person picks which ones also come by email.
Calendar
Leads, task due dates, invoice dates and reminders laid out by month or week, filled in for you.
Reminders
A short note on any lead, customer, task or bill that alerts you or a colleague at the time you set.
Private notes
Notes on any customer, lead or staff member that teammates cannot see, and admins can read but not change.
File attachments
Photos and PDFs stay on each enquiry, customer and task, and open for a quick look without a download.
Track document expiry
Keep client and staff licenses and certificates with their expiry dates, and see which have run out.
Checklists
Break the work on an enquiry, customer or task into steps, and see at a glance how many are done.
Checklist templates
Write the first steps once for each place your enquiries come from, and every new one gets its own copy.
Client contacts
Keep several people for each client, mark the main one, and call any of them in one tap from your phone.
Extra fields
Add a box for any detail you need on customers, leads or invoices, like a date, a photo or a drop-down list.
Extra info tabs
Add a tab to leads, staff, quotes or invoices to list every call or meeting, or to hold a page of details.
Tags
Put short labels on enquiries, customers, jobs, tasks, quotes and expenses, then see each group in one step.
Priority and pinning
Mark urgent enquiries high priority, and pin the customers and jobs you open daily to find them in one click.
Assign several people
Put two or more teammates on one enquiry, job or task, and each of them finds it in their own list.
Filter by date
See the enquiries, tasks, jobs and invoices from one day, month, year or range, the same way on every list.
Progress boards
See enquiries, jobs, tasks and quotes as cards in columns, one per step, or as a plain list in one click.
Activity history
See every change on an enquiry, customer, job, task or invoice, in order, noted for you automatically.
Customer and job numbers
Give each enquiry, customer, job and task its own short number that anyone can say, paste or search.
For your industry See the portal home screen in your industry
Logistics & Transportation
Freight enquiries chased on time
Financial Services
KYC papers filed, expiry dates flagged
Education
Each admission enquiry followed up
Real Estate
Site visits to bookings, all tracked
Energy
Solar leads from site survey to install
Automotive
Showroom enquiries followed to delivery
Agriculture
Dealer quotes chased and dues noted
Hospitality
Banquet and group enquiries on track
Manufacturing
Quotes become invoices without retyping
Nonprofit
Donors and their follow-ups remembered
Consulting
Proposals sent, accepted and billed
Technology
Demo requests chased while still warm
Healthcare
Every patient call-back remembered
Ecommerce & Retail
Repeat buyers known by name and history
Legal
Matters, hearings and fees in one place
Media
Client briefs to paid invoices
Pharmaceuticals
Stockists and MRs on one system
Construction
Site progress and part payments in step
Insurance
Every renewal date on a reminder
Travel & Tourism
Trip quotes followed up until they book
Food & Beverage
Distributor bills and payments tracked
Event Management
Wedding enquiry to the big day, planned
Chemicals
Buyer quotes and unpaid dues followed up
Beauty & Wellness
Regulars called back for their next visit
Sports & Fitness
Membership renewals called in good time
Architecture & Design
Design stages and fees in view
Textile
Buyer enquiries turned into firm quotes
Veterinary
Pet visits and vaccine dates on record
HR Tech
Hiring mandates followed to closure
Facility Management
Service jobs and contracts in order
Security Services
Guard papers tracked to their expiry
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