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Client Portals & CRM
Set up white-label client portals, manage client relationships, and track accounts receivable.
5 detailed articles in this section
How to set up a white-label client portal
Give clients a branded portal at your own domain where they can view and pay invoices.
5 min read
How to add and manage clients in the CRM
Create client profiles, store contacts, and track every engagement.
3 min read
How invoice read receipts work
Get notified the exact moment a client opens your invoice.
2 min read
Understanding the accounts receivable aging report
Use the AR aging report to identify overdue invoices before they become a problem.
3 min read
How clients access and pay through the portal
A guide to the client experience from email notification to payment confirmation.
3 min read