Create a client experience that feels connected instead of cobbled together.
The feature roadmap already positions Client Portal as a branded customer layer for approvals, schedules, messaging, and payments. It extends the platform outward without breaking the operating model behind it.
Client experience should not run on forwarded emails
A good portal should do more than reduce support tickets. It should create confidence for clients while keeping approvals, messages, and payments tied back to the same platform record.
Today the estimate lives in one thread, the schedule in another, and the invoice in a third - and every "any update?" lands on your front desk. The portal replaces that scatter with one link where the client can see, decide, and pay.
- checkOne place instead of six email threads
- checkDecisions recorded, not remembered
- checkWorks for patients, clients, and homeowners alike
Clients see progress before they have to ask
Schedules, work status, and updates live in the portal, so "any update?" emails answer themselves. Your team posts once, and every stakeholder reads the same truth - whether they are a patient, a property manager, or a GC.
- checkUpcoming visits and schedules visible to the client
- checkProgress updates without a phone call
- checkFewer status emails for your team to write
Invited from the record, secured by design
Portal access starts on the client record: invite the account, and the client gets a private, secure link. No passwords to reset, no separate logins to manage - and access can be turned off as easily as it was granted.
- checkInvite clients straight from the CRM record
- checkPrivate link access - no passwords to manage
- checkControl exactly what each account can see
Everything a client portal should include
Branded customer access
Give customers a controlled experience that feels like an extension of your company, not a third-party portal.
Approval workflows
Move estimates, documents, and decision points through a simpler customer-facing process.
Status visibility
Share schedules, progress, and important updates without adding manual follow-up work for your team.
Embedded payments
Let customers pay in the same place they review work and approvals.
From client record to client portal in three steps
Invite the client
Open secure access from the CRM record and give the account the right level of visibility.
Guide the journey
Use the portal for approvals, updates, questions, and payment collection.
Keep the audit trail
Retain every action inside the same account and revenue history the internal team already uses.
Built for teams that live client-side
Customer experience teams
Deliver a cleaner, more modern client journey without adding another system to manage.
Revenue teams
Remove friction around approvals and payment collection.
Operations teams
Reduce manual status updates while keeping stakeholders informed.
One link replaces the whole email chain.
Approvals, schedules, messages, and payments in one branded place - every client action recorded on the account your team already works from.
The client's front door to the whole platform
The portal is not a separate product to sync - it is the client-facing side of the records, estimates, invoices, and payments your team already runs on.
Clients
Portal access is granted from the client record, and every portal action lands back on the same account history.
Estimates
Send an estimate and the client reviews and approves it in the portal - with the decision recorded on the account.
Invoices
Invoices appear in the portal the moment they are issued, with payment one tap away.
Genaya Pay
Portal payments run on GenayaPay, so money collected through the portal lands in the same books as everything else.
Questions teams ask before rolling it out
The portal is positioned for approvals, schedule visibility, messaging, and payment collection in one branded experience.
It shows Genaya is not just an internal CRM. It is a platform that can extend customer-facing workflows while keeping them connected to the back office.
No. Clients get secure access through a private link sent from their record - no passwords to create, forget, or reset, and no separate user database for your team to babysit.
Yes. The portal presents your company - your name and your branding - so clients experience one business end to end, not a third-party tool bolted on the side.
The action lands on the same account record your team already works from: the estimate flips to approved, the invoice shows paid, and the audit trail keeps who did what, and when.
Ready to give clients a better front door?
Invite your first client from their record and let approvals, updates, and payments run themselves.