Their login. Their orders only.

CRM with a client portal so buyers stop asking “where is it?”

A CRM with a client portal is not a shared password. In Ledrix, each client signs into their own dashboard — invoices, payment history, project progress, briefs, tickets, and a thread with the assigned seller. They cannot see other clients.

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Sandbox is a shared tour with sample data. A trial is a private workspace of your own.

Your orders
  • Invoice INV-392Paid
  • Website rebuildIn progress
  • Message HamzaOn this order
Labeled product demonstration: Client dashboard: their invoices and project status only — never another buyer. — not a customer screenshot.
Own login Client guard, not the seller panel
Order Thread is on that deal
Email Portal invite and payment mail

Generic CRM vs Ledrix on this job

Without the split

  • Status lives in Slack and email
  • Screenshot of the wrong brand’s invoice
  • Buyer has no login of their own

In Ledrix

  • Client portal per buyer
  • Invoices and tickets for that client
  • Human reply from the assigned closer

What clients actually open

Status lives on the order, not in a 40-person Slack. Clients check invoice and project progress, then ping the closer on that order if something is stuck. Chat is a human thread, not a bot. Project-status changes stay in the portal; they do not fire a separate email today.

Orders and invoices for that client only

Project progress when your team opens a project

Support tickets to your team

No seller panel. No admin tools.

Tied to the brand, not a generic helpdesk

The portal is per client inside the agency workspace. Payment-link, payment-received, payment-failed, brief-request, and portal-invite emails go to the buyer. Assigned sellers still work from their panel on the same order.

Portal invite is a product email, not a DIY zap

White-label the hostname on plans with custom domains

Clients never see your other brands

Why agencies search for this

Delivery teams lose hours to “any update?” threads. A client portal does not replace routing or merchant split — it stops those threads after the sale. Ledrix keeps the portal on the same record as the lead and the payment.

One workspace: lead → order → portal

Plan feature: client portal on eligible packages

Tickets and projects follow the same isolation

Related agency CRM pages

Same product. Different search intent. Each URL owns one job — the features hub lists every capability.

Portal on the agency hostname Payment links on the right merchant The closer’s own login All CRM capabilities Agency CRM home

Prove it in a live agency workspace

14-day free trial, no credit card — a private agency workspace. Prefer a shared tour first? The sandbox uses sample brands and does not open organization billing.

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Questions on this topic

Straight answers from the Ledrix product — then start a trial or read all features.

Yes. Each client signs into a client dashboard — not the seller panel. They see their own orders, invoices and payment history, project progress when your team opens a project, briefs, tickets, and a message thread with the assigned seller. They cannot see other clients or your pipeline.

Yes. Clients open Projects in their portal for status and task progress, plus invoices. They can also message the assigned seller on that order — a human thread, not a bot. Sellers reply from the seller panel on the same order. No extra Slack channel required.

Yes, on plans that include custom domains. You set the hostname and verify DNS in Organization so the client portal can run on your URL. A separate white-label plan flag can remove Ledrix branding where enabled. This is not a fully reskinned admin CRM, and custom email sender domains are not a self-serve tenant setting today.