Customer Portal
Give every customer their own portal
Branded dashboards where customers view balances, make payments, manage tasks, and message your team — without calling you.
Branded Portals
Your brand, their experience
Custom logo, colors, and domain — every portal looks like it belongs to your business, not ours.
Custom brandingYour domainLogo & colorsWhite-label ready
:// portal / dashboard
−□×
Self-Service Payments
Customers pay on their terms
Payment requests, method management, and transaction history — all available in the portal without staff involvement.
Payment requestsMethod managementTransaction historyReceipt download
:// portal / payments
−□×
Make a Payment
Pay Now
Amount Due
$485.00
Due Mar 15, 2026
Payment History
Feb 15 — Card ••4242$485.00
Jan 15 — Card ••4242$485.00
Task Management
Keep customers in the loop
Assign tasks, track progress, and get approvals — customers see exactly what's needed and can act from their portal.
Task assignmentProgress trackingStatus updatesApprovals
:// portal / tasks
−□×
All
Pending
Completed
Upload proof of insurance
Pending
Review updated terms
In Progress
Sign service agreement
Done
Verify contact information
Done
Document Access
Every document, always available
Contracts, statements, and signed agreements — customers access everything from their portal without calling your team.
Contract accessStatement archiveE-signed documentsDownload & print
:// portal / documents
−□×
Documents
📄Service Agreement — Signed
PDF📋Statement — March 2026
PDF📋Statement — February 2026
PDF📝TILA Disclosure
PDFBuilt-in Messaging
Talk to customers right there
Real-time messaging built into the portal — customers reach your team without leaving their dashboard.
Real-time chatMessage historyFile sharingTeam routing
:// portal / messages
−□×
S
Support Team
Hi! Your insurance documents have been received and approved.
Thank you! When will the updated agreement be ready?
S
It should be ready by end of day. We'll notify you when it's available in your Documents tab.
Type a message...
Give your customers a portal they'll love
Free to start. No credit card required.