In every portal
Portals from the CRM.
A company in your CRM becomes a client portal in one click.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
portal.yourcompany.com/admin
CRM › Companies
Ridgeway Homes
CRM row
Ridgeway Homes · Won
Client portal
portal…/ridgeway
1
Create Portal clicked
on the company
2
Lists connected
projects, files, meetings
3
3 contacts invited
branded welcome email
4
Portal live
first sign-in 4 min later
Ridgeway's portal is live — Jordan just signed in
How it works.
1
Win the deal
The company is already in your CRM.
2
Click Create Portal
Their portal is live, reading their ClickUp lists.
3
Invite the people
Contacts on the company get a branded welcome.
What you get
- Invite to Portal on any company
- Contacts on the company can sign in
- The welcome email goes out in your brand