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Ascend CRM

A client portal your customers will actually use

Your customers see their own invoices, quotes, contracts, support tickets and project progress in one place, without another password to remember.

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14 days free · No card required · £12 per user / month after that

Sign in with a link, not a password

Turn on portal access for a contact and they sign in with a single-use link sent to their email address. Links expire, and each one works only once.

Everything about their account

In the portal, customers can see their company’s invoices (and what’s outstanding), quotes, contracts and support tickets, and the progress of their projects and milestones.

  • Download quote, invoice and contract PDFs
  • Accept a quote or sign a contract online
  • Reply to their support tickets

Share a single document by link

You don’t have to set up portal access to share something: every quote, invoice, contract and ticket has its own private link you can send on its own.

A public help centre

Publish knowledge base articles at your workspace’s help address so customers can answer common questions themselves, and link to your support form for everything else.

Questions about client portal

Do my customers need an account?

No password is needed. You turn on portal access for a contact, and they sign in with a link sent to their email address.

Can customers see other customers’ information?

No. A contact sees only their own company’s records, and each business using Ascend CRM has its own separate database.

Is there an extra charge for the portal?

No. The portal is included, and your customers don’t count as users.

Also in Ascend CRM

Try Ascend CRM free for 14 days

Set up your workspace in under a minute. No card needed. Then 50% off your first 3 months if you subscribe by 10 Feb 2027.

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