Client portal — one login for the customer, every module they touch.
Invoices, quotes, tickets, projects, files and forms behind one login for your customers — and every download, payment and signature on your audit log.
Free for 5 seats · no credit card · every module included
One deal closes. Six things happen. Nobody re-types anything.
The company becomes your client the moment the deal is won — and one approval sets up the work: the project, a channel with them, a shared folder and an invitation to their portal.
CRMDeals board
Whencrm.deal.won
Negotiation32
Won910
Won· six things follow
Waiting for someone to start the workMaya starts the work · 10:21
- Owner
- MMateo García
- Contact
- AAisha Bello
- Closed
- Oct 1, 2026 · 21 days in pipeline
- Source
- Proposal PRO-2026-0142 · signed
Larkspur Media — 40 seats moves to Won
10:18:04crm.deal.moveStage
ClientsClient page
Larkspur MediaProspectCustomer
Company · Owner Mateo García
AAisha Bello · Head of Operations · came with the deal
Larkspur Media becomes a customer, with its contact
10:18:04clients.client.convert_from_deal
Chat#sales-wins
#sales-winsMSA
Sophie LaurentYesterday
Halcyon Health signed the renewal for next year.
System10:18 AM
Larkspur Media — 40 seats — Won 🎉
Stage moved negotiation → won.
Open dealA card in #sales-wins, for the whole team
10:18:05chat.post_card
Posts when the channel exists
NotificationsBell and inbox
NotificationsMateo García
Mateo is told, and asked to start the work
10:18:05notifications.dispatch.fan_out
AutomationInvoice on win
Analytics — Annual (per seat)$42,000.00
Onboarding & Training — remote$5,500.00
Total$47,500.00
From PRO-2026-0142, signed Oct 1 · waiting for Maya Chen to send
The invoice, drafted from the signed proposal
10:18:06sales.quotation.convert
Your “Invoice on win” automation drafts it; Maya reviews and sends.
ClientsKickoff
Prefilled from the deal · asked Mateo García
Waiting for someone to start itMStarted by Maya Chen · 10:21 AM · ran as Maya
One approval sets the work up, all linked to the engagement
10:21:12clients.kickoff.run
Nothing is made until someone starts it.
ProjectsNew project
From template · Customer onboarding · 8 tasks
The delivery project, from your template, with the team on it
10:21:13projects.project.create
Uses your default project template
Built in. No Zapier, no integration to buy — the invoice is one automation you switch on, and the work starts with one approval. Every step is recorded — what happened, in what order, and who set it off.
How Odexy Clients differs from a standalone tool
Every professional-services team ends up with a graveyard of one-off customer-facing tools: DocuSign for signing, Stripe checkout for paying, Zendesk for support, a Notion page for project status. Each with its own login and its own audit trail. Odexy Clients puts the customer-facing side behind one portal and one login, on the same records your team works from.
What ships today
Portal login
Customers sign in with a password, or a magic link if you enable it, and see only their own company's data.
Invoices, quotes and proposals
Every invoice, quote, proposal and statement for their company, and online payment through the gateways you've enabled — Stripe, Paddle, Razorpay, Adyen, PayPal and more.
Kickoff
When a deal is won, one approved plan sets up the client's side of the work: a channel with them, a folder you both use, and their portal invitation, alongside the project and the engagement.
Subscriptions
The subscriptions they hold with you.
Support
File tickets and follow their status and replies.
Projects
A read-only view of their company's projects, with status and task progress.
Forms
Fill in the forms you share with them; submissions arrive as CRM leads.
Files
A folder per company holds the files you've shared, and every download goes through your audit log.
Contracts
Contracts are signed through a secure emailed link, and signers keep the executed PDF. Documents awaiting their signature are listed in the portal.
Notifications
Customers choose which updates they receive.
How it integrates
- CRMEvery client is a CRM company, with contacts for billing, sales, support, projects and contracts, and a default contact.
- SalesInvoices, payments and statements, with hosted checkout when the customer pays.
- SupportThe same tickets your agents work.
- ProjectsRead-only visibility into the customer's projects.
- StorageEvery file the customer sees is checked against their company before it is served.
How the AI helps
For you:
Draft a welcome email for Acme, who signed on today.
For your customer, through the portal's assistant, which only ever sees their own account and cannot change anything:
When's my next invoice due?
Was invoice INV-0042 paid?
What's my outstanding balance?
Built for scale
Custom domains
A portal on your own domain, on Business plans and above; full white-label on Enterprise.
Per-contact access
Choose which portal sections each customer contact can see.
Audit log
Every download, payment and signature is recorded.
Fresh without reloading
The overview, approvals, calendar and activity pages refresh themselves every minute.