Client Portal

Give clients access to everything they need in one simple dashboard.

Make client experience easy, organised and on-brand with JuicyCRM

JuicyCRM’s Client Portal creates a seamless and professional experience for your clients by centralising everything they need in one secure, branded dashboard.

From viewing upcoming appointments to accessing invoices, forms, documents, and past communications, your clients can help themselves – without needing to chase you up for the basics. It’s a smarter way to support your clients, reduce admin time, and deliver a high-touch experience without the overwhelm. Set the tone for your client relationships from the very first login.

JuicyCRM: Your Business Command Centre | Client Portal

Why JuicyCRM is your go-to for a better client experience:

  • Offer a seamless, self-serve experience for your clients
  • Centralise communication, bookings, documents, and payments
  • Save time by reducing back-and-forth emails and misplaced info
  • Custom-brand the portal so it feels like your own system
  • Keep client relationships running smoothly, with less admin
JuicyCRM: Your Business Command Centre | A cheerful woman in a blue sweater working remotely with a laptop in a cozy home setting.

Inside the Juicy toolbox:

  • Secure, personalised login for each client
  • Access to forms, invoices, messages, and files
  • Calendar booking and appointment history
  • Portal customisation with your branding
  • Notifications when clients log in or complete actions

Tools replaced:

  • Dubsado (client portal)
  • HoneyBook
  • Paperbell
  • Google Drive shared folders
  • Email chains with attachments

Want your clients to say “wow” instead of “where’s that link again?”