Client Portal
Login URL:
/authentication/login
Main URL:/clients/invoices
For: End clients · Buying companies (non-distributors)
What it is
The Client Portal is each client's private space for accessing commercial documents from their relationship with you: invoices, quotes, contracts, orders, support tickets, projects. The client does not see the product catalogue and does not place orders from this portal — those features are exclusively in the Distributor Portal.
Design: Left sidebar with sections by category, main content on the right.
Authentication
URL: /authentication/login
Same URL as the Distributor Portal. If the same contact has access to both portal types, at step 2 they choose the portal type.
2-step login:
- Email → system identifies the account
- Password → type selection if they have multiple options
Navigation structure
┌──────────────────────────────────────────────────────┐
│ CRMconnect │
├──────────────────┬───────────────────────────────────┤
│ Dashboard │ │
│ │ [Active section content] │
│ Commercial ▼ │ │
│ Documents │ │
│ Invoices/Pay. │ │
│ Sales Orders │ │
│ Quotes │ │
│ Proformas │ │
│ Account Stmt │ │
│ Deliveries │ │
│ │ │
│ Support ▼ │ │
│ Announcements │ │
│ Open ticket │ │
│ Tickets │ │
│ │ │
│ [Avatar] Name │ │
│ Company │ │
└──────────────────┴───────────────────────────────────┘
Commercial → Invoices & Payments
URL: /clients/invoices
Complete list of invoices issued to the client:
| Column | Description |
|---|---|
| Invoice # | Invoice number — click for PDF and details |
| Date | Issue date |
| Due date | Payment deadline |
| Amount | Total including VAT |
| Status | PAID · OVERDUE · UNPAID · PARTIALLY PAID |
Client actions:
- Download invoice PDF
- Pay online (if gateway configured — Stripe etc.)
- View details and partial payment history
- Quick link to Account Statement
Commercial → Sales Orders
URL: /clients/estimates
Sales Orders issued by the sales team — the client can accept or decline them:
| Column | Description |
|---|---|
| Order # | Order number |
| Subject | Name or description |
| Total | Total value |
| Valid until | Expiry date |
| Status | Draft · Sent · Accepted · Declined · Expired |
Client actions:
- Accept with one click (if status = Sent)
- Decline with optional reason
- Download PDF
- Leave comments (visible to the sales agent too)
Commercial → Quotes (Proposals)
URL: /clients/proposals
Commercial proposals sent by the sales team:
| Column | Description |
|---|---|
| Quote # | Proposal number |
| Quote subject | Proposal title |
| Total | Total value |
| Valid until | Expiry date |
| Status | ACCEPTED · DECLINED · OPEN · EXPIRED |
Client actions:
- Read the full proposal in the portal
- Accept or Decline directly from portal
- Comments before decision — visible to the agent
- Download PDF
Important: If the expiry date has passed, Accept/Decline buttons disappear. The agent must extend the date or resend the proposal.
Commercial → Contracts
URL: /clients/contracts
List of active and historical contracts:
- View full contract in portal
- Download PDF
- Digital signature — if the contract requires a signature, the client signs directly from the portal without printing anything
- Statuses: Active · Expired · Cancelled
Commercial → Proformas
URL: /clients/proformas
Issued proformas — the client downloads the PDF for making an advance payment. Proforma status updates when payment is recorded.
Commercial → Account Statement
URL: /clients/statement
Complete financial position:
- Open balance — total payable at current moment
- History of all invoices + payments + credit notes
- Filterable by period
- PDF export and print for accounting
Commercial → Deliveries
URL: /warehouse/warehouse_client/shipments
Client tracks delivery status for their orders:
- AWB number and courier
- Status: In transit · Delivered · Return
- Direct tracking link to courier (Innoship / Cargus / FanCourier)
Support & Resources → Tickets
URL: /clients/tickets
Open new ticket: /clients/open_ticket
- Subject, department, priority, message
- Attachments (screenshots, documents)
Track existing tickets:
- Status: Open · Answered · Closed
- Last reply visible directly in list
- Click on ticket → full conversation + Reply button
Tickets appear immediately in /admin/tickets for the support team.
Support & Resources → Projects
URL: /clients/projects
If the client has active projects (implementation, consulting, construction):
- Project progress and completion percentage
- Milestones with delivery dates
- Visible tasks (if the supplier has enabled visibility)
- Ability to comment on tasks
Support & Resources → Knowledge Base
URL: /knowledge-base
The supplier's public articles:
- Product and service FAQ
- Usage and installation guides
- Commercial policies
- Video tutorials (if available)
- Full-text search in articles
Client Profile
URL: /clients/profile
The client can update:
- Personal contact data (first name, last name, phone)
- Portal access password
Cannot modify: Company data (VAT number, name, address, IBAN) — these are managed exclusively by the administrator.
Access configuration (admin)
Creating a client portal account
/admin/clients→ open the client- Contacts tab → edit or add contact
- Uncheck "Do not create account" (
do_not_create_account) - Fill in email + password → save
- Contact receives a confirmation email (if configured)
Granular permissions per contact
| Permission | Visible section |
|---|---|
| Invoices | Invoices & Payments + Account Statement |
| Estimates | Sales Orders |
| Proposals | Quotes |
| Contracts | Contracts |
| Projects | Projects |
| Tickets | Support Tickets |
If a contact has no permissions enabled, portal access is blocked even if they have an account.
Password reset
From /admin/clients → contact → Send password reset link button — the client receives an email with a link valid for 24 hours.
References
Distributor Portal · Vendor Portal · Proposals · Invoices · Contracts · Tickets · Workflow: B2B Portal
Captured live from demo.crmconnect.io · URL: /clients/