Customer Portal

Explore our Customer Portal Feature

Easily manage customers and contacts with dedicated client portals and clear access to their financial data.

#1 Customer Portal

Resolve Work CRM makes customer management simple and organized.

Easily manage your customers and their contacts, create multiple contact profiles under a single customer account, and control access with customizable permissions.

The customer area is completely separated from the admin area, ensuring secure and structured interaction. Each client gets access to their own personalized portal where they can view invoices, payments, projects, and other financial information — all presented clearly and professionally.

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