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CRM Client Portal

Your clients want answers Give them a portal not another email

Bit CRM's client portal hands every client a secure, branded login. So they check their own deals, meetings, calls, and invoices anytime — and your inbox finally goes quiet.
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How It Works

How a client portal goes live in 5 steps

No developer, no setup headache. Just follow the flow your screenshots already show.
1

Flip the switch

While creating a contact, turn on the Client Portal toggle. That single tap invites them in.
Create Contact
flip_the switch
Email goes out
2

Email goes out

Bit CRM instantly emails your client a secure access link plus a temporary password.
Auto email
3

They log in safely

On first sign-in, your client is prompted to swap the temporary password for their own.
Secure first login
They log in safely
set rules
4

You set the rules

From Portal Settings, choose exactly which modules and fields each client can see or edit.
Permissions
5

Share the link

Copy your unique portal link, send it once, and your client has a home base forever.
Portal link
share link
Inside the portal

Everything you control All in One Place

Each piece below lives right in Bit CRM nothing extra to install. Together, they turn a plain CRM into self-service client portal software.

One-tap access

Turn on portal access straight from a contact, or add a client right inside Portal Settings. No separate accounts to wrangle.

Automatic welcome email

The moment access is granted, your client gets a branded email with a sign-in link and a temporary password — sent for you, automatically.

Secure first login

Temporary passwords expire fast. On day one, clients are nudged to set their own password — so access stays safe from the start.

Capability controls

Decide what each client unlocks: Contact details with Meetings, Calls, and Notes, plus Deals and Invoices. Tick what fits, leave the rest off.

Field-level permissions

Go beyond modules. Choose which individual fields a client can view and which they can edit. You stay in full command of the data.

Shareable portal link

One clean link to copy and send. Your clients open it, log in, and land on a dashboard built just for them.
Inside the portal

Make the portal feel 100% yours

Want clients to see your brand instead of ours? Just flip on White Label. Then Bit CRM hides its own branding and shows your business name and logo across the portal.
  • Hide Bit CRM branding with a single toggle.
  • Reuse the business name and logo from your General Settings, so everything stays in sync.
  • Clients see a portal that looks like an extension of your agency — not a third-party tool.
Changes apply instantly across the portal
portal flip
Permissions

You decide what every client can touch

Not every client should see everything and now they won't. Through Module Permissions, you control which areas open up. Meanwhile, field-level controls let you allow viewing without allowing edits.
flexiable contact field
  • Toggle entire modules on or off: Contact, Deal, and Invoice.
  • Under Contact, fine-tune Meetings, Calls, and Notes.
  • Set View Access and Edit Access on each contact field, plus View Access for deal fields.
Contact fields
Module types
Access levels
What clients actually see

A Clean Dashboard Not a confusing CRM

Clients don't need the full CRM just the highlights. Their dashboard shows pending meetings and calls, total deals, and a clear breakdown of paid, unpaid, and overdue invoices.
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clean dashboard
FAQ

Frequently Asked Questions

Common questions about Bit CRM and client portal module

It's a separate, customer-facing space where your clients get their own login. Once inside, they see a dashboard with the details you've chosen to share, so you don't have to keep sending status updates over email.

 

On their dashboard, clients can see their invoice totals by status, their total deals, and how many meetings or calls are pending. Beyond that, they only see what you allow.

Clients can view their invoices, open the details, and download invoice PDFs. So they always have their billing info in one place.

Yes, but only the fields you permit. You decide which contact fields they can view and which they can edit, so nothing changes without your say-so.

 

You do. Bit CRM lets you set default portal permissions and then override them for individual clients, so every client sees exactly what's right for them.

 

Yes. You can share selected meetings, calls, and notes to the portal, so clients see only the specific items you choose to share with them.

You add them as portal clients and grant access, and the portal supports sign-up, sign-in, sign-out, password updates, and password recovery, so clients can manage their own login easily.

Absolutely. Bit CRM lets you white-label the portal with your own name and logo or reuse your business identity, so it feels like your brand, not a generic tool.

 

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Give Your Clients a Portal they'll actually use

Set up your secure, white-label client portal in Bit CRM and turn "any update?" into "I already checked."
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