Operations
Customer Portal
AvailableFree to install from Marketplace
Invite contacts to a self-service portal to view their account.
What it does
Invite contacts to a self-service portal to view their account.
Who it's for
Customer-facing teams who want clients to self-serve without a custom portal build.
Capabilities
- •Contact invites
- •Self-service account view
- •Workspace branding hooks
Connects to
ContactsCompaniesInvoicesHelp Desk
Try Customer Portal in your workspace. Start free with Leads and Tasks.