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Client Portal
Ops Intake Router
Sales CRM Assistant
Client Portal Pro
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Try: client portal, CRM, onboarding, invoicing, helpdesk
9 templates
Featured collections
Explore collectionsLaunch a client portal in a day
Secure intake, status tracking, files, and notifications.
Run your operations on autopilot
Queues, SLAs, assignments, and escalations.
Sell smarter with agent-ready CRM
Pipeline management, follow-ups, and reporting loops.
Close faster
Invoicing, approvals, and reconciliation patterns.
Customer support command center
Ticket triage, macros, and knowledge workflows.
PortalsStarterFast Customize
Client Portal
External portal starter for requests, status tracking, and secure document exchange.
OperationsProfessional ServicesPortals
Est. setup: 1 hr • Includes: workflows + roles
OperationsStandard
Ops Intake Router
Intake and triage template for operational queues with assignment logic and SLA monitoring.
FinanceSaaSOperations
Est. setup: 2-4 hrs • Includes: workflows + roles
SalesAdvancedFast Customize
Sales CRM Assistant
Pipeline orchestration template with lead qualification, reminders, and reporting loops.
OperationsProfessional ServicesSales
Est. setup: 1-2 days • Includes: workflows + roles
PortalsStandardFast Customize
Client Portal Pro
Secure intake, status tracking, and document workflows for client-facing teams.
OperationsProfessional ServicesPortals
Est. setup: 2-4 hrs • Includes: workflows + roles
CRM & SalesStarterFast Customize
CRM Lead Accelerator
Lead intake, qualification routing, and follow-up automations for revenue teams.
SalesSaaSCRM & Sales
Est. setup: 45 mins • Includes: workflows + roles
OperationsAdvanced
Ops Intake Router Plus
Centralize requests, enforce SLAs, and automate assignments with escalation logic.
OperationsLogisticsOperations
Est. setup: 1-2 days • Includes: workflows + roles
FinanceStandard
Invoicing & Close Stack
Invoice capture, approvals, and finance close workflows with audit-ready logs.
FinanceHealthcareFinance
Est. setup: 3-5 hrs • Includes: workflows + roles
HRStarterFast Customize
HR Onboarding Hub
Coordinate onboarding tasks, policy acknowledgments, and role-based access workflows.
HRRetailHR
Est. setup: 2 hrs • Includes: workflows + roles
Customer SupportStandard
Support Triage Control
Classify tickets, route intelligently, and maintain service-level quality at scale.
SupportSaaSCustomer Support
Est. setup: 2-4 hrs • Includes: workflows + roles
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