Client Management

Client portal software that turns won deals into lasting relationships

CrmLeaf converts every closed deal into a managed client account with a full company profile, multiple contacts, shared documents, a self-service portal login and built-in GDPR consent tools - so delivery picks up exactly where sales left off.

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  • Free trial
  • No credit card
  • Free onboarding

Clients see

  • Invoices
  • Estimates
  • Proposals
  • Contracts
  • Projects
  • Support tickets

Client lifecycle

From signed deal to shared portal in five steps

Sales closes it, delivery inherits everything - no exports, no re-entry.

  1. Step 01

    Win deal

    Close the opportunity in your CRM pipeline

  2. Step 02

    Create account

    The contact becomes a managed client with a full company profile

  3. Step 03

    Add contacts

    Attach billing, project and executive contacts to the account

  4. Step 04

    Share portal

    The client gets a real login to view invoices, projects and contracts

  5. Step 05

    Collaborate

    Exchange documents, notes and support tickets in one place

What's inside

Six client management capabilities

01

Client Profiles

Full company profiles with address, tax/GST, e-invoicing fields, logo and category.

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02

Multiple Contacts per Client

Store billing, project and executive contacts under one client company.

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03

Client Portal Login

Clients get a real user account with self-service access to invoices, projects and tickets.

See how it works
04

Documents & Notes

Attach files, share signed-URL document pages and keep internal notes per client.

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05

Categories & Segmentation

Organise clients by industry, size, region or any dimension with categories and sub-categories.

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06

GDPR Compliance

Dedicated consent pages with public links and admin approve/reject controls.

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In detail

How each capability works

01 / 06

Client Profiles

Every client account carries a complete company profile: registered address, tax identification and GST numbers, e-invoicing fields for compliance, a company logo and a configurable category. Profiles are created automatically when a won deal converts to a client, carrying over the contact details so your team never re-enters information sales already captured.

  • Full company profile: address, tax/GST numbers and e-invoicing compliance fields
  • A company logo that appears on invoices and proposals
  • Assign a category to segment the client from day one
  • Auto-populated from the won deal - no re-entry required
  • Ownership-scoped visibility - reps see their own clients, managers see all
  • Company address
  • Tax / GST fields
  • E-invoicing
  • Company logo
  • Category assignment
02 / 06

Multiple Contacts per Client

A client company rarely has just one point of contact. CrmLeaf supports multiple contacts per client account - billing contacts, project leads, executives, support liaisons - each with their own name, email, phone and role. When your team needs to reach the right person, the contact list is right on the client record.

  • Add as many contacts as you need under one client company
  • Each contact stores name, email, phone and role
  • Contacts are reachable from invoices, projects and support tickets
  • Multiple contacts per client
  • Role-based contacts
  • Direct email & phone
  • Linked to invoices & projects
03 / 06

Client Portal Login

A client in CrmLeaf is a real user account, not a read-only record. Clients receive their own login and access a self-service portal where they can view invoices, estimates, proposals, contracts, projects and support tickets. The portal runs inside the same platform your team uses, so there is no separate product to maintain and nothing to sync.

  • Clients get a real user account with their own login credentials
  • Self-service access to invoices, estimates, proposals, contracts, projects and support tickets
  • Public signed-URL document pages work without a login for one-off sharing
  • No separate portal product - it is part of the same platform
  • Client permissions are role-scoped, so you control what they see
  • Real user account
  • Self-service portal
  • Invoices & estimates
  • Proposals & contracts
  • Projects & tickets
04 / 06

Documents & Notes

Keep every client document in one place. Attach files directly to the client record, share documents through public signed-URL pages that need no login, and keep internal notes - including password-protected notes for sensitive information. Everything is tied to the client, so your team always knows where the latest version lives.

  • Attach files directly to the client record
  • Share documents via public signed-URL pages - no login required
  • Internal notes per client with optional password protection
  • All documents centralised on the client record for easy retrieval
  • File attachments
  • Signed-URL sharing
  • Internal notes
  • Password-protected notes
05 / 06

Categories & Segmentation

Organise your client base with configurable categories and sub-categories. Segment by industry, company size, geography, service type or any dimension that matters to your business. Categories drive filtered views, segment reporting and saved views, so your team can pull up the right subset of clients instantly.

  • Configurable categories and sub-categories - define the dimensions that matter to you
  • Filter client lists by category for instant segmented views
  • Report on revenue, projects and activity by client segment
  • Combine with saved views to name and share your most-used filters
  • Categories
  • Sub-categories
  • Filtered views
  • Revenue by segment
  • Saved views
06 / 06

GDPR Compliance

CrmLeaf includes dedicated GDPR consent pages reachable through a public link. Clients can review what personal data is stored and give or withdraw consent. Admins get a consent dashboard with approve and reject controls, so your client data practices stay compliant without bolting on a separate privacy tool.

  • Public GDPR consent pages reachable through a shareable link
  • Clients review stored data and give or withdraw consent
  • Admin dashboard with approve and reject controls
  • Built into the platform - no separate privacy tool required
  • Public consent pages
  • Consent dashboard
  • Admin approve / reject
  • No separate tool needed

Connected across your business

Clients link to every module that touches a customer

A client account is the shared spine that connects CRM deals, invoices, projects and contracts - no CSV exports, no duplicate records, no context lost between teams.

  • CRM & DealsWon deals convert to client accounts automatically
  • InvoicingThe client profile pre-fills invoices with tax and address
  • ProjectsAttach a client to any project for portal visibility
  • ContractsClient contracts linked to the account
One client record · every module · one portal

FAQ

Common questions about CrmLeaf client management

Accounts, portal logins, document sharing and consent - what teams ask before they invite their first client.

  • When a deal is marked as won, CrmLeaf converts it into a managed client account. The contact's details carry over - company profile, address, tax information - so there is no re-entry. The client immediately appears in your client list and can be linked to projects, invoices and contracts.

Related

Explore further

CRM & SalesLead-to-contract pipelineInvoicingRecurring billing & online paymentsProjectsMilestones, tasks & time trackingContractsDual e-signature & renewals

Give every client a profile, a portal and a single source of truth

Import your clients, set up categories and share the portal - all inside a free trial with no credit card.

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