Built for one group
Each portal fits one group's job: customers, sellers, ops or partners.
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Customer, seller and staff portals connected live to your CRM, so light users stop needing a full per-seat license. One flat monthly fee, no matter how many people log in.

Example portals with fictional companies and figures.
Sellers checking stock, ops staff updating orders, customers checking invoices. Each one costs a full seat, every month.
A license built for power users, bought for someone who checks one screen.
Stripped-down CRM screens that are still too much for light users.
Every new customer or seller adds to the renewal.
Built-in portal licenses still bill per user and limit what you can build.
Faster for your users, cheaper for you, and your CRM stays exactly as it is.
Each portal fits one group's job: customers, sellers, ops or partners.
Changes land in your CRM instantly, so there's one source of truth.
A predictable monthly fee instead of per-seat licenses.
Role-based access, audit trails, and you own the portal.
Two examples of portals that take light users off full CRM licenses.
Customers check orders, pay invoices, raise tickets and reorder without calling your team. Everything they do shows up on their CRM record.

Sellers look up live inventory across warehouses, build quotes and place orders. Every quote is saved to the right opportunity in the CRM.

Example builds shown with fictional companies, people and figures.
Want to see where a portal cuts your per-seat bill? We'll look at how your users actually use the CRM.
Book a free 30-minute callConnected to Salesforce, HubSpot, Dynamics or the CRM you already run.
Orders, invoices, documents and support.
Inventory, quotes, orders and commissions.
Order updates, tasks and field work.
Two-way sync with your existing CRM.
Roles, single sign-on and audit trails.
Hosting, monitoring and changes included.
No migration and no retraining for the people who use the CRM every day.
We look at who uses what, and where a portal saves the most.
A focused portal for one group first, with weekly demos.
Two-way sync with your CRM, tested on real data.
We host it and add the next group when you're ready.
Tell us which CRM you use and who needs access. We'll reply within 4 business hours.
Book a free call. We'll show you where a portal cuts the bill and send a fixed quote within 48 hours.
Related: Partner portals · Cut CRM licensing costs · Savings calculator