New: the $2,500 CRM System→
In every portal

Your brand.

Your colours, logo, fonts and email header — light or dark first, with a toggle.

Live simulation · What your client sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/northwind

Settings › Branding

Your brand, everywhere

Search…Client view

Logo

Header, emails, PDFs

#ED1B24

Accent colour

Aa

Your fonts

◐

Light or dark first

Where it shows

The portal

✓

Sign-in and notification emails

✓

Excel and PDF exports

✓

Executive reports

✓

How it works.

1

Send the brand

Logo, colours, fonts.

2

It's everywhere

Portal, emails, PDFs and Excel exports.

3

Your domain

portal.yourcompany.com.

What you get

  • Logo, colours, fonts and favicon
  • Branded emails and exports
  • Light or dark first