Customer portal
Client portal software with no seat for the client.
Clients sign in by email link to see their invoices, quotes, contracts and projects. Anyone can send a request in your help portal. Neither costs a seat.
Customer portal in practice.
One link for every customer: they read your answers, send a request and follow it.
Free for every customer
Portal customers are not seats and never reach the bill, so opening the portal to every customer you have costs nothing extra.
Submit and track requests
A customer raises a request, gets a tracking code back, and can check where it has got to whenever they like.
No account for them to create
A customer opens and tracks a request from a link, with no sign-up and no password.
Invoices, quotes and contracts
Signed in, a client sees every invoice, quote and credit note you have sent, as a page and a PDF.
Projects they can follow
Each project shows its progress and milestones.
The portal is a window into your queue.
What a customer submits is not a copy that somebody re-types.
A request becomes a ticket in your queue
With its own number.
Same clock as any ticket
With a priority, a status and the SLA policy.
Your team sees who sent it
With their company and their other tickets.
More in Support & Service.
Each one is its own page, on the same records.
Customer portal, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
Questions, answered
A page your clients open to deal with you without emailing a person. Spodus has two. The client portal is where a client signs in to see their invoices, quotes, contracts, projects and requests. The help portal is public: anyone can search your articles, send a request and follow it by a private link, with no account.
No. Your customers never hold a Spodus account at all, so there is no seat to count. You pay for the people on your own team who sign in, and never for the people you serve.
Yes. A signed-in client sees every invoice, quote and credit note you have sent them, with the balance and the status, and opens each as a page or a PDF. Drafts and void documents never show. They cannot pay in the portal: you record a payment when it arrives.
With a link by email. Click Send portal link on the client's contact, and they get a link that works once and lasts three days. There is no password to set or forget. After that, they ask for a new link at your portal address.
Not yet. The portal runs on a Spodus URL and carries our badge; a custom domain and removing our branding are not built.
Partly. The client portal uses the logo, business name and accent color you set for your invoices, with a small Powered by Spodus in the footer. The help portal shows your workspace name. There is no custom domain and no white label, so your clients will see the Spodus name in the address.