Client Portal
Definition
A client portal is a secure login where homeowners, realtors, and property managers can view job status, approve estimates, sign documents, make payments, and access service history without calling or emailing. It's the simple, focused version of a full client platform.
Common Questions
Real-World Example
A homeowner receives a link, logs into the client portal, reviews the itemized estimate, approves it, and pays the deposit — all without a phone call.
Why It Matters
CRM Services offers a client portal as the entry-level access for homeowners and realtors, with the full Client Platform available for users who need expanded roles and capabilities.
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