Cleaner client communication
Replace scattered file links and long email threads with a single client-facing access point.
Give clients a secure portal without leaving your CRM
TotalDeal combines CRM, client portal access, document approvals, proofing, project tracking, invoices, and payments so your customers and team can work in one connected system.
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Secure client portalApprovals in contextPortal + payments together
Product screenshot will appear here once
screenshot.png is available.Why teams want a CRM with client portal access
Customers need a cleaner way to review files, give feedback, approve work, and stay aligned. Teams need that activity tied directly to the customer record.
Document review in one place
Keep comments, revisions, and approval status attached to the same workflow your team manages internally.
Better visibility for the team
See who viewed, commented, approved, or still needs follow-up without switching tools.
Faster move to payment
Connect approved work to invoices and payment collection without losing context between systems.
What TotalDeal includes
Secure client portal
Give customers one place to access documents, review status, and respond to requests.
Document approvals and comments
Collect feedback and approvals inside the same workflow as the CRM and documents.
Project tracking
Move approved work into delivery with project visibility for the internal team.
Invoices and payments
Connect portal activity to billing, pay links, and online payment collection.
CRM with client portal FAQs
Why use a client portal inside a CRM?
It keeps customer communication, documents, approvals, and next steps attached to the same record instead of splitting work across multiple apps.
Can TotalDeal handle client approvals through the portal?
Yes. TotalDeal supports portal-based document access, comments, approvals, and visibility into review status.
Does the client portal connect to payments too?
Yes. TotalDeal connects the portal, documents, invoices, and payment workflows so customers can move from review to payment more cleanly.
Best for / Not for
Best for
Teams that want customers reviewing files, approvals, project updates, invoices, and payment steps inside one connected CRM workflow.
Not for
Businesses that only need a basic file drop or one-off sharing link without approvals, project context, or billing connected.
Related resources
CRM with Document Management
See how files, approvals, and CRM records stay connected.
Client Portal Software
Explore the client-facing software angle on portal, files, and payments.
Project Client Portal
See the delivery-stage portal angle for client updates, files, approvals, and billing handoff.
Project Approval Workflow
See how portal reviews, approvals, and signoff fit into broader delivery.
Client Communication Software
See the communication-first angle on updates, approvals, and customer visibility.
CRM for Service Businesses
Explore the service-business workflow for approvals, projects, and payments.
Small Business CRM with Invoicing
See the billing-focused side of the same platform.
Book Live Demo
See the portal experience live with your own use case.
Resources / Compare workflows
Compare the adjacent workflows buyers usually evaluate when they want a client portal tied to approvals, documents, delivery updates, and billing.
All Features
Review the full system behind portal access, approvals, projects, invoices, and payments.
Client Portal Software
See the client-facing software angle on the same workflow.
Project Client Portal
Compare the delivery-stage portal angle on active client work.
Project Approval Workflow
Compare the signoff and review side of active client work.
Client Communication Software
See the communication-first angle on keeping clients aligned.
CRM with Proposals and Invoices
Explore how portal activity can stay connected to the wider revenue workflow.
Bring client visibility into your CRM
Start the free trial if you want to test the portal workflow yourself. Book a live demo if you want help mapping client access, approvals, and billing first.