Customer Portals
Give customers access to purchased resources and services.
A branded portal where customers access purchased resources, courses, and services in one connected place.
OmniSuite
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What is Customer Portals?
The business problem it solves
Give customers access to purchased resources and services. Without it, the work that customer portals handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Self-service access
- Centralized resources
- Connected to CRM
Three simple steps
Set what each customer can see.
Give customers a login.
Add content anytime.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Customer Portals reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Customer Portals capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Customer Portals to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.