Features / Client’s Portal
Construct an All-Inclusive Customer Portal with MoneyCRM!
Create an organized space where your customers can easily access and interact with your content!
What Are the Benefits of a Client Portal
You aim to delight your customers, and one effective way to achieve this is by providing them with a dedicated Client Portal. Think of it as a personalized space for YOUR customers where they can easily access your courses, products, updates, and more, all in one convenient location.
Let Me Illustrate How It Operates…
Effortlessly Centralize Content Distribution to Your Clients' Hub
Your clients no longer need to create separate logins for each product they purchase. You can deliver or unlock all your digital content, including training, courses, bonuses, and more, and allow your clients to access it within a single, well-organized client hub.
Customized Branding that Captures Your Unique Identity
Customize your Client Portal to suit your style with personalized branding! Modify colors, themes, layouts, and design to make it uniquely yours!
Clients are automatically granted access to the content that suits them best
Imagine a smart dashboard that meticulously keeps track of each customer’s purchases! Within the Client Portal, all the products your customers have bought are seamlessly integrated into their dashboard. This ensures they don’t encounter issues like being unable to access their purchased content or accidentally accessing something they didn’t buy.
Direct Your Clients to Your Other Offerings...
Inside your Client Portal, you can seamlessly include teasers or promotions for your newest and upcoming offerings, ensuring your clients stay well-informed about the latest developments in your domain!
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Satisfaction Guaranteed • Cancel Anytime
Discover What Our Satisfied Customers Have to Say:
“With MoneyCRM, we’ve got a dependable marketing and sales system that simplifies our work, allowing us to focus on our mission of creating incredible, life-changing camp experiences for children.”
– John Doe
MoneyCRM gives you all the tools to find and
keep your customers
Chat Automation and More… Access All Your Marketing Tools Here
Chat Automation
Get potential customers quickly and turn them into sales.
Workflows
Design Processes for Automated Marketing.
CRM
An easy tool to help you track and build good relationships with customers.
Websites
Create your site just the way you want it to be.
Landing Pages
Create Landing Pages for Your Website or Funnels.
Blogs
Start a blog to share what you know about your industry.
Online Courses
Turn your knowledge into a source of income.
Membership Sites
Set Up a Membership Site for Recurring Income.
Analytics
Get all the important information you need to help your business grow.
Email Marketing
Connect with Your Audience in their inbox.
Global Products
Create Your Product Once and Make It Available in Any Page.
Client's Portal
Impress Your Customers with Their Individualized Customer Hub.
Sales Funnels
Turn the people who visit your website into important customers who pay for your products or services.
MoneyCRM Editor
Easy and simple way to edit pages by dragging and dropping.
Try MoneyCRM Now!
…and check out all its amazing features yourself.
Satisfaction Guaranteed • Cancel Anytime
Frequently Asked Questions
A Client Portal, often referred to as a members’ area, acts as a centralized dashboard providing access to your online course content and exclusive membership site resources. It employs a secure login system to grant privileged account access to your buyers.
Not at all! MoneyCRM is incredibly user-friendly. Our “drag and drop” Page Editor simplifies the process, eliminating the need for advanced technical or coding skills. You can effortlessly build and maintain your MoneyCRM Client Portal without hiring a tech team.
Additionally, we offer helpful training demos and tutorials on our Help Desk, and our 24/7 Support Team is available to assist you.