Your clients self-serve tickets, invoices and approvals — under your brand.
A separate, branded front door for the people you serve. They raise and track tickets, pay invoices, approve proposals, see their own devices and download documents — without an account on your internal platform and without emailing you for a status update.
SUB-MODULES
Clients raise, track and comment on their own tickets instead of chasing by phone.
Outstanding invoices visible and payable, which is the fastest route to being paid.
Send a proposal and get a decision recorded, rather than an ambiguous email reply.
The client sees what you manage for them, and the documents that belong to them.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
Portal tickets are the same tickets you work
View module →Invoices published and paid from the portal
View module →Proposal approved → deal marked won
View module →Company-scoped document access
View module →Client sees their own managed devices
View module →Portal carries your branding, not ours
View module →REAL-WORLD WORKFLOWS
The client-facing half of service delivery, with no status-chasing email.
Request logged from the portal, attached to their company
Your team works it as a normal ticket — updates appear in the portal
CSAT submitted on resolution and stored against the ticket
Billable work invoiced and published to the portal
Paid online by card or Direct Debit, reconciled automatically
QUESTIONS
A separate, branded front door for the people you serve. They raise and track tickets, pay invoices, approve proposals, see their own devices and download documents — without an account on your internal platform and without emailing you for a status update.
Client Portal covers Tickets & Requests, Invoices & Payment, Proposals & Approvals, Assets & Documents. Clients raise, track and comment on their own tickets instead of chasing by phone.
Client Portal is included in every Plenix Cloud plan, starting with Starter. See the pricing page for current prices.
Yes. Client Portal runs on the same database as every other Plenix Cloud module, so it shares records with Ticketing, Accounting, CRM, Documents, Monitoring, White-Label without exports, imports or third-party connectors.