NameCRM client portal: a private page for every client that keeps itself up to date
Every client gets a private portal the moment they are added to NameCRM. It shows where their work stands, what you need from them, their quotes, invoices and files, and a private thread with you. Nobody updates it by hand.
In this guide
In short
- What it is: a private portal for each client, fed live by NameCRM, with their progress, what you need from them, meetings, quotes, invoices, files and messages.
- Who it is for: service businesses whose clients keep asking where things stand, what they owe or where a file went.
- How clients get in: a signed link in your email or text opens it with no password. Messages and files also ask for a code emailed to the address on file.
- Where the data is kept: client records and files are stored in Canada. The servers that run the application are in the United States.
How it works
From a new client to a portal they use
A portal from the first minute
Add a client from any door, a call, an email, a form or by hand, and their portal exists at once. Move the contact to the trash and the portal closes.
They open it from your message
Every email or text you send can carry a signed link that opens their portal with no password. If they lose it, the portal's front page emails a new one, only to the address on file.
They see what you need from them
The home page works out their stage from real evidence and lists what they owe you: a letter to sign, a quote to answer, an invoice or a failed card, each one tap away.
Files and questions stay in one place
They upload and download files, and a request such as send us your logo stays open until an upload answers it. Messages go in one private thread that you answer from NameCRM.
Money and meetings without chasing
Open invoices come with a pay page and a PDF, quotes are read and accepted inside the portal, and upcoming meetings show a countdown and a Join button.
An example
A kitchen renovation, from first call to paid deposit
Maya runs a small renovation company. A homeowner named Daniel calls about his kitchen, and Maya adds him to NameCRM while they talk. His portal exists before she hangs up.
That afternoon she sends him a quote with a few layouts to choose from. He opens it from the link in her email, with no password, reads each option on his phone and ticks the one with the island. His picks are saved as he ticks, so when Maya opens the quote she sees exactly what he chose.
His portal's home page now lists what Maya needs from him: the agreement to sign. He signs it there. The next line asks for photos of the kitchen as it is today. He uploads them from his phone, and the request closes itself.
A week later Daniel has a question about tile. He opens Messages, enters the code emailed to him, and writes to Maya. Her phone tells her that Daniel wrote, without showing his words on the lock screen. She answers from NameCRM, and he gets a text with the first words and a link back to the conversation.
When the deposit invoice is issued it appears in his portal with a pay page and a PDF. He pays by card, and the receipt lands in the same place. Every quote, file, message and payment sits on one page for Maya, and on one page for Daniel.
The names in this example are made up.
Every feature
Everything the portal and files do today
Each card is one feature, in the words of NameCRM's own feature records. Live means it runs every day in our own agency; NameCRM is not on sale yet.
The portal your client sees20 features
A private portal per client
Every client gets a private, branded portal with their deliverables, design previews in a phone frame, estimate, billing, files and messages.
What sets it apartThe portal is fed live by the CRM, not a separate tool to keep in sync.
Private message thread
Each client has one private thread in their portal, answered from the CRM like texts, with Seen receipts both ways, an unread badge on every portal page, and a notification on your phone that names who wrote, never their words.
What sets it apartYour phone notice of a client's message never carries their words or a file name; the email that tells a client you wrote shows only the opening of your message.
The portal vault
Messages and Files ask for a 6-digit code emailed to the address on file the first time on a device, valid 10 minutes, then the device is trusted for 30 days.
What sets it apartBank-style second-factor protection on a client portal.
A portal from birth
The database gives every new contact a portal the moment they are created, from any door, and a trashed contact's portal closes.
Find my portal
A client can ask for their portal link on its front page and it is emailed only to the address on file, with the same answer whether or not the address is known.
Progress worked out from evidence
The portal home shows the client's stage worked out from real evidence, never typed by hand, plus what is coming up and what was recently completed.
What we need from you
A short list of what the client owes, such as a letter to sign, a quote to answer, an invoice or a failed card, each a tracked one-tap action.
Meeting door
Upcoming meetings show a live countdown and a Join button, and the client can add, reschedule or book time from the portal.
Connect card
Every portal carries the owner's card to book, call, text, email or save the contact in one tap.
Quotes inside the portal
Clients read, choose and accept quotes inside their portal.
Billing in the portal
The portal shows open invoices with a pay page and PDF, receipts, the running plan and any first month due.
Files both ways
Clients upload and download files in their portal, and a request such as send us your logo stays open until an upload answers it.
Previews that expire
A mockup can run on its own clock with a watermark and copy guard while the rest of the portal stays open.
The emailed link is the key
A signed link from an email or text opens the client's portal directly with no password, and passwords are kept for protected sections only.
A portal that never expires
A client's portal never expires: a sign-in link goes to the email or phone number on file, a short form asks for access when neither works, and the client lands where they were going.
Portal as one offline file
A whole portal can be downloaded as a single offline HTML file, with each proposal also available on its own.
Portal replies reach their phone
When you answer a client in their portal, they also get a text with the first words and a link to the chat, held during quiet hours you set, and a message holding a long number is never quoted.
A client's picks are never lost
Options a client ticks on a portal pricing page are saved as they tick, both sides open on the latest picks, staff changes are kept apart from the client's, and every save stays in a history.
- For your contractors and staff
Contractor hours in their portal
An owner or admin marks a contact as a contractor or employee; their portal gets an Hours page to log time and see reviews, statements and payments, and you approve, adjust, question or refuse hours and record payouts.
See when a client is online
A green dot and Online now show on a client's picture while their portal is open on their screen, and when it is not, how long ago they were last there.
Files, documents and sharing6 features
NameDrive per client
Each client has a Drive-grade file space with folders, thumbnails, whole-folder drag and drop, previews, search, a storage meter and files up to 200 MB.
Company drive
A company drive holds the business's own files beside every client's.
Sensitive folders
Sensitive folders ask to confirm before opening, stay out of the client overview, keep the flag when moved, and can never be shared by link, enforced on the server.
Docs and sheets built in
Write documents and spreadsheets inside the CRM, with formulas, formatting, version history, PDF and true Excel export.
Your recordings, not the carrier's
Call recordings, message text and pictures are copied into your own private storage, verified, and then deleted from the phone carrier so no copy sits outside your control.
Limits
What it does not do yet
Your own web address for the portal is planned, not built. Today the portal opens on NameCRM's own address, with your logo and colours.
There is no app for clients to install. The portal is a web page, and a whole portal can also be downloaded as one offline file.
The portal is part of NameCRM. It does not connect to another CRM, so it shows only what NameCRM holds.
FAQs
Questions about the NameCRM client portal
Do my clients need a password for the NameCRM portal?
No. A signed link in your email or text opens the portal directly. If a client loses it, the portal's front page emails a new link, only to the address on file. Messages and files ask once per device for a 6-digit code emailed to them, valid 10 minutes, and then trust that device for 30 days.
What can a client do inside the portal?
See where their work stands, worked out from real evidence, and what you need from them. They can sign letters, read and accept quotes, pay invoices on a pay page, download receipts, upload and download files, book or move meetings, and message you in one private thread that you answer from NameCRM.
Is my clients' information stored in Canada?
Client records and files are stored in Canada, in Montreal. The servers that run the application are in the United States, and information passes through them on the way to the database. Folders marked sensitive can never be shared by link, and that rule is enforced on the server, not only on the screen.
What does the NameCRM client portal cost?
The portal comes with NameCRM, and NameCRM is not on sale yet. Request access and we will walk you through it on your own work. Pricing is set with you after that walkthrough, because every business is set up differently. To talk it through now, call 604-900-2060.
Can you build a client portal like this for my own business?
Yes. Nametech Canada builds client portals and e-signature into custom systems for other businesses, using the same work that made the NameCRM portal. Start with a free 30-minute assessment, and we will tell you what a portal for your clients would need and which of your tools it should connect to.
Custom software
Want a client portal in your own system?
Any of these features can also be custom built into a new system for your business, by the team that made NameCRM. Start with a free 30-minute assessment.
Other parts of NameCRM
- Clients, pipeline and follow-up
- Lead capture and website assessments
- Email and AI drafting
- Texting and business phone
- Calendar, booking and meetings
- Quotes, letters and e-signature
- Invoices, payments and QuickBooks
- Newsletters and campaigns
- Reports and dashboard
- Mobile app and team chat
- Integrations
- AI receptionist
- Security