Client portal messaging so clients can chat with your team

Client portal messaging is chat between your clients and your team that happens inside the customer portal. In CIPHER CRM each client has a support thread with your staff, a private thread for their own colleagues and a separate thread for each project, all tied to their customer record.

No. The client threads in CIPHER CRM are walled off from the internal conversation your team has on the same customer, project or document. Clients only see the threads made for them, so your staff can discuss pricing or problems freely in internal chat.

It gives people at the client company a place to talk among themselves inside the portal. For example, two managers can discuss an estimate before one of them replies to you. It is kept for their own colleagues, separate from the threads they share with your staff.

Yes. Every project has a thread scoped to that project's client contacts, so talk about one job stays with that job. A client with several projects running at once can keep each conversation separate instead of mixing them in one chain.

The portal dashboard shows each client a count of unread messages, so they can see at a glance that your team has written back. They open the thread from there and pick up the conversation where it left off. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

You can keep using email wherever you like. Portal threads give day-to-day questions and project talk a home on the customer record, so the history stays with the account and anyone on your team can pick it up when the usual person is away.

No. Messaging is part of the customer portal, and every CIPHER CRM feature is in every plan. Clients use the same portal login they already have, so there is nothing new for them to install or remember. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.