Free client portal software your customers will actually use
Replace the back-and-forth of email attachments with one secure place for your clients. In the Frostwood client portal, customers see their invoices and pay them, approve estimates and proposals, sign contracts, follow their projects and raise support tickets.
- Invoices with online payment
- Estimate and proposal approvals, contract signing
- Project visibility and support tickets
Free to use · Every feature included · No credit card required · See all features
Self-service your clients will appreciate
Fewer “please resend the invoice” emails
Clients find their invoices, estimates and signed documents themselves, check what they owe and download PDFs whenever they need them.
Faster approvals
Estimates and proposals are accepted or declined with one click and contracts are signed in the portal. Every decision is recorded on the document — see quote and proposal software.
Support in the same place
Clients raise tickets and reply to your team from the portal, so every request is tracked on their customer record instead of getting lost in a shared inbox.
Projects without status emails
Clients can see their projects in the portal, which means fewer status-update calls for your team.
A CRM with a client portal built in
Standalone portals have to be kept in sync with your CRM and your invoicing tool. In Frostwood the portal reads from the same records your team works on, so what the client sees is always current: the latest invoice, the balance after today’s payment, the contract they signed last week.
Every approval, signature, payment and ticket flows back to the CRM automatically, on the right customer record.
Client portal software for businesses in Kenya
For customers in Kenya, the portal is also the fastest way to pay: they can settle an unpaid invoice with an M-Pesa STK Push prompt and watch the status update in real time. The payment is matched to the invoice automatically — see M-Pesa CRM.
What clients can do in the portal
For your clients
- Sign-up with email verification
- Invoices, estimates, proposals and contracts in one place
- Online payment by M-Pesa
- Project view
- Support tickets with replies
For your team
- Approvals and signatures recorded automatically
- Payments matched to invoices
- Tickets linked to the customer record
- Each client sees only their own records
Frequently asked questions
How do clients log in to the portal?
Clients sign up with their email address, confirm it with a one-time code and then sign in to your workspace’s portal. Each client only sees their own records.
Can clients pay invoices from the portal?
Yes. Clients can pay any unpaid invoice by M-Pesa STK Push from the portal, and the payment is matched to the invoice automatically.
Can clients raise support tickets?
Yes. Clients can open tickets and reply to your team from the portal, and each ticket is linked to their customer record.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.