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Client task request portal where clients ask for new work

Clients ask your team for new work from their portal and see each project's progress and key dates. Requests arrive where your team plans the work, so fewer clients call or email for updates.

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Portal work requests in CIPHER CRM

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Portal work requests in CIPHER CRM let your clients ask for new work straight from their portal and see where each of their 📋 projects stands, such as in progress or done.

A calendar shows their 📋 project and document dates.

Each request arrives in CIPHER CRM, not a personal inbox, and clients can look but cannot change the plan, so your team stays in charge of the schedule. 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.

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Definition

What is a client task request portal?

A client task request portal is a place where clients can ask for work to be done and see how their projects are going. Instead of sending a request by email or phone, the client submits it from their own login. In CIPHER CRM this sits inside the customer portal, next to a status view of their projects and a calendar of key dates.

In CIPHER CRM, the customer portal gives each client a view of their own projects. Projects are grouped by status and can be shown as a list or as a board, the same way your team sees them. From there, the client can submit a task request directly, and it reaches your team in CIPHER CRM instead of arriving as an email that someone has to copy over. Clients also get a read-only calendar of their project dates and the dates on their documents, so they can plan around deadlines without asking. Your team stays in charge of the schedule, because clients can look and request but cannot move anything. New requests, project status and key dates all sit in one place for both sides. CIPHER CRM is used by 192+ businesses across 31 industries and goes live in 1 to 3 days with free data migration.

Portal work requests in CIPHER CRM
The problem

What happens without portal work requests

Clients send new requests by email, phone and chat, and some of them never make it onto anyone's list.

Every week someone writes a status update by hand because the client cannot see how their project is going.

A client asks for the deadline again because the date lives in a thread from three weeks ago.

Requests get retyped from emails into your task list, and details drop out on the way.

Clients feel shut out of their own job, so they chase more often just to feel informed.

What slips without Portal work requests
Capabilities

What you can do with portal work requests

  • Projects grouped by status

    Clients see their projects sorted by status, so it is clear what is underway and what is finished.

    project management crm

  • List or board, their choice

    The client can switch between a list and a board view of their projects, one click apart.

    kanban board crm

  • Task requests from the client

    A client submits a task request right from the portal, and it lands with your team inside CIPHER CRM.

    task management crm

  • A calendar of their dates

    A read-only calendar shows the client their project dates and document dates in one place.

    crm calendar

  • Look, but not change the plan

    The project view and calendar are for viewing, so clients stay informed while your team keeps charge of the schedule.

  • Updates as your team works

    When your staff change a project's status, the client's view follows without anyone writing an update.

    real-time collaboration crm
Why CIPHER

Why portal work requests are better in CIPHER

In a lot of setups, a client request is an email someone has to remember to copy over. We let the client put it straight where your team works.

  • Requests go straight in

    A request from the portal is already in CIPHER CRM, so nobody retypes it from an email and nothing drops out on the way.

  • The same view your team uses

    Clients see their projects by status in a list or on a board, the same layout your staff use, so both sides talk about the job in the same terms.

  • Dates without the back-and-forth

    The read-only calendar answers 'when is it due' before the client needs to ask.

  • Kept to their own work

    Each client only sees the projects that belong to their company, never another customer's.

How it works

How portal work requests work in CIPHER CRM

  1. Set up the project

    Create the project against the customer, with its start and end dates, team and status.

  2. Give the client access

    Issue portal logins to the people at the client who should follow the work.

  3. The client follows along

    They open their projects by status, as a list or a board, and check dates on the calendar.

  4. The client sends a request

    When they need something new, they submit a task request from the portal.

  5. Your team picks it up

    The request is waiting in CIPHER CRM for your staff to review and plan into the work.

In action

Portal work requests in action, by industry

Architecture & Design

A homeowner working with an interior design studio sees on the board that the living room project has moved on, then sends a task request for a second paint sample.

Construction

A property developer sees three site projects grouped by status and checks the calendar for the handover date on the second block before a board meeting.

Technology

A client of a software firm submits a task request to fix a broken contact form, and it reaches the developers without anyone forwarding an email.

Event Management

A conference client looks up the event dates and the date on its latest estimate in the read-only calendar before booking travel for the speakers.

Facility Management

A building manager asks for a new repair through the portal and follows the maintenance project in the list view instead of calling the supervisor.

Compare

Portal work requests: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
How clients ask for new work Task requests sent from the portal Email, calls and chat messages Often an email address or a web form
Seeing project progress Projects by status, as a list or a board Weekly update emails written by hand Often hidden from clients entirely
Checking key dates Read-only calendar of project and document dates Searching old emails for the deadline Varies, often not shared with clients
Getting requests into the plan Already in CIPHER CRM when they arrive Retyped from emails by someone Sometimes copied over by hand
Clients changing your schedule Not possible, the calendar is read-only Anyone with a shared sheet can edit it Depends on how access is set up
Portal work requests

See portal work requests in action

Clients ask your team for new work from their portal and see how each of their projects is going. Client requests go into CIPHER CRM, where your team already plans its work.

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Why it's worth it

What portal work requests change for your business

See how CIPHER CRM solves this

No request lost in an inbox

Client requests go into CIPHER CRM, where your team already plans its work.

Fewer status emails to write

Clients check project status for themselves whenever they want to know.

Clients plan around real dates

The calendar shows the dates that matter to them without a phone call.

Clear ownership of the work

Your team decides how and when requests get done, and the client watches the project move.

Ready when you are

See portal work requests on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Portal work requests frequently asked questions

FAQ

Portal work requests - your questions answered

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What is a client task request portal?

It is the part of your customer portal where clients send you requests for new work and follow their projects. In CIPHER CRM, clients see their own projects grouped by status, submit task requests directly and check a read-only calendar of their project and document dates.

Where do client task requests go?

They go into CIPHER CRM, where your team already manages tasks and projects. A request submitted from the portal does not sit in someone's personal inbox, so your staff can review it and plan it in without copying details over from an email or a phone note.

Can clients change project dates or statuses?

No. Clients can view their projects and the calendar, and they can submit task requests, but the calendar is read-only and your team keeps charge of statuses and dates. The client stays informed while the plan stays in your hands.

Can clients see their projects as a board?

Yes. In the portal, a client's projects are grouped by status and can be shown either as a list or as a board, one click apart. It is the same shape your team uses inside CIPHER CRM, which makes conversations about progress easier for everyone.

What shows on the client's calendar?

The portal calendar shows the client their own project dates and the dates on their documents, such as proposals, estimates and invoices. It is read-only, so clients can check when things are planned or due without being able to move anything.

Can a client see projects that belong to other customers?

No. Each client contact signs in with their own login and only sees the projects linked to the customer they belong to. Projects, dates and requests for every other customer stay hidden from them. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is the project view part of every plan?

Yes. The customer portal, including the project view, task requests and calendar, comes with every CIPHER CRM plan. There is no separate add-on for giving clients a window into their projects. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Glossary

Portal work requests terms, defined

  • Task request

    A request for new work that a client sends from the portal to your team.

  • Project status

    The stage a project has reached, set by your team, such as in progress or done.

  • Board view

    A layout that shows projects as cards in columns, one column per status.

  • Read-only calendar

    A calendar clients can look at but cannot change.

For your industry

See portal work requests in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

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