CLIENT / CUSTOMER PORTAL

Client / Customer Portal

Set up a branded client portal in 30 mins. Built for service businesses that manage forms and files. Secure, mobile-ready, customisable. Unlimited team & client users.

BEGINNER

PROFESSIONAL SERVICES

Published August 2025

    •    Updated December 2025

Screenshot demo of the Client / Customer Portal template.

1/9

$99

Standard license

Plans & Plugins

Works best on paid plan

Does not require paid plugins

Popularity

5.0

Star rating

9

Installs

Contributor details

Momentum Group

Joined 2020   •   3 Templates

View contributor profile

Template details

Does your service business collect forms and exchange files with clients? 

Do emails and attachments slow you down? 

Are you an accountant, lawyer, consultant, coach, recruiter, creative agency, designer or advisor?

Or do you build internal tools for businesses?

If you answe...

Read more

Key features

Client & Project Management

Manage clients and projects easily.

Form Submissions

Collect forms and upload files.

Distinct User Roles & Control

Admins, Team Members & Clients

Branding Options

Update logo and colours fast.

Live Dashboards

Track tasks and form activity.

Low-Cost CRM

No per-seat fee, fast to launch.

Resources

[email protected]

Documentation

Tutorial

Community

Rating and reviews

Average rating (2)

Powerful and well constructed

August 17th, 2025

Thanks team, working with this has been a great experience!

Great template

August 17th, 2025

Works as described, highly recommended

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