Customer Portal
A secure, branded hub where customers log in, view activity, pay invoices, and manage their relationship with your business.
What This Module Includes
Everything your customers need in one clean, modern interface — fully synced with Method:CRM.
- • Secure customer login
- • View invoices, estimates, and transaction history
- • Make payments directly through the portal
- • Update contact information and preferences
- • View upcoming appointments and reminders
- • Submit forms, requests, or support tickets
A Seamless Customer Experience
Your portal is designed to feel clean, fast, and intuitive — giving customers everything they need without confusion or clutter.
Every interaction flows directly into Method:CRM, keeping your team organized and your data perfectly in sync.