Give clients a scoped CRM for contacts, companies, opportunities, and portal-visible leads — with follow-up status and outcome tracking built in.
The portal CRM uses the same relationship model as the agency workspace while routing every request through the client-scoped portal API. Clients can work with the contacts, companies, activities, and opportunities you deliberately expose without gaining access to another client record or internal agency data.
Portal-visible leads arrive in a dedicated inbox with contact state, notes, response timing, and outcome context. Clients can see what needs attention, mark follow-up progress, and keep the agency aligned on contacted, qualified, and won outcomes without a separate spreadsheet.
Portal sessions and agency access remain distinct. The server derives client ownership from the authenticated session, enforces permissions at the endpoint, and records agency preview access so collaborative CRM work remains accountable.