Customer Portal

The surface your customers actually log into.

Documents, requests, history and invoices in one branded place your customers sign into. Billed only for a client active in that month — no activity, no charge.

Included capabilities

What Customer Portal adds

Documents, requests and history

Branded to your business

Billed only for an active client

Shares the same customer record as CRM

Connected by design

This module uses the same tenant identity, permissions, shared records, automation events, and reporting conventions as the rest of AppSite. It can be introduced independently without creating another isolated data silo.

Works well with

Customer

AppSite CRM

One customer record shared across the platform.

Commerce

Offerings & Bookings

Publish what you sell and turn demand into scheduled work.

Customer

Customer Portal

Offer secure self-service without separating customer data.