Client portal
A client portal your clients will actually use
Each client signs in to one place that shows what they owe, what they have paid, what renews next and where their support requests stand. Fewer “can you send that again” messages, and fewer payments that go unreported.
- 14-day free trial
- No payment to start
- Pay by bKash or bank
Pay for this renewal
Business hosting · renews in 9 days
Send ৳12,000.00 to
How you paid
bKash
Transaction ID
8N7A2X9K1
I have paid
Sent for checking. Confirmed once it shows on the statement.
- Invoices and paymentsEvery invoice with its balance, and a PDF to download.
- Services and renewal datesDomains and hosting with their next date, and a way to report payment.
- Support ticketsRequests in writing, with the whole conversation kept.
A private sign-in for each client
Invite a client’s contact from their record and they choose their own password. Signing in also asks for a code sent to their email, so a guessed password is not enough. Each client sees their own account and nothing else.
- Invitations sent from the client’s record
- A password the client chooses
- A code by email at sign-in
- Each client sees only their own account
Invoices, payments and what is outstanding
The portal’s home page shows what is due and what is overdue. Every invoice opens with its lines, its payments and its balance, and the client can download a PDF or sign it on screen. Payment history sits in its own list for whoever does their accounts.
- What is owed, on the first screen
- Each invoice with its payments and balance
- PDF download and on-screen signing
- A full payment history
Services, renewals and “I have paid”
Each domain, hosting plan and subscription shows its next renewal date and price. When the client pays a renewal by bKash, Nagad or bank, they report it with the transaction ID, and it waits for you to check it against your statement before it counts.
- Next renewal date and price for each service
- Payment reported with method and transaction ID
- Your approval before anything is marked paid
- Cancellation requests in the client’s own words
Support requests in one thread
Clients raise a ticket with a category and a priority instead of a message lost in a chat. Your team replies from the support page, assigns it to the right person and closes it when it is done, and the client hears about each reply by email.
- Tickets with category and priority
- Replies from your team, in one thread
- Assign, prioritise and close
- Email when there is a reply
FAQ
Questions about client portal
What agencies ask about this before they start a trial.
Something else? injamam@deenlytics.com
Does my client need to install anything?
No. The portal opens in any browser, on a phone or a laptop, at your workspace’s address. The client signs in with their email, their password and a code sent by email.
Can a client see other clients’ invoices?
No. Each client’s contacts see only that client’s invoices, services, payments and tickets. Every page and action checks whose account it is before showing anything.
Can clients pay through the portal?
Clients see your bKash, Nagad and bank details and pay you directly, then report the payment with its transaction ID, and you approve it once it shows on your statement. On Growth and Agency they can also pay an invoice online from the portal, through your own bKash merchant or SSLCommerz account.
Does the portal show my agency’s name or the product’s?
Your own. The portal carries your business name and logo at your workspace’s address, and the emails it sends are signed by your business.
Keep exploring
Works hand in hand with
The whole CRM is on every plan, and each part is built to work with the others.
- RenewalsDomains, hosting and retainers in one list, with reminders 30, 15 and 7 days ahead for yearly services and 7, 5 and 3 for monthly ones.Read more
- InvoicingInvoices with your bKash, Nagad and bank details on them, part payments and reminders for anything late.Read more
- bKash and Nagad paymentsYour bKash, Nagad and bank details on every invoice, and every taka recorded against the right client.Read more
- For IT and web agenciesFor web and software agencies with domains, hosting and maintenance to renew for every client.Read more
- For marketing agenciesFor digital marketing agencies with monthly retainers and a steady flow of new enquiries.Read more
- Pricing in takaThe whole CRM on every plan. Plans differ in team members, active clients, and whether text messages, online payments and premium invoice designs are included.Read more
Try it with your own clients for 14 days.
Setting up takes a few minutes, and no payment is needed to start.