Clients & portal

One Client Identity, From First Lead to Last Ticket

The same client shows up as a lead, a project stakeholder, and a support requester. CrewForge keeps them as one record, with a passwordless portal where they raise and follow their own tickets.

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A clients hub that connects everything

Every client company gets one page: its people, its projects, its leads, and its tickets in a single timeline. No duplicate records, no asking which spreadsheet is current.

Client companies with contacts, owner, and notes
Unified timeline across projects, leads, and support tickets
An account manager per client
Sections adapt to the modules you have enabled

The CrewForge clients hub: one client record with contacts, projects, tickets, activity timeline, and pipeline

A portal your clients can use without a manual

Clients sign in with a 6-digit code sent to their email. No passwords to set, forget, or reset. Once in, they raise tickets, follow progress, comment, attach files, and reopen or archive their own requests.

Passwordless sign-in with short-lived email codes
Clients see their own tickets and public replies only
Comment, attach files, reopen, and archive from the portal
Portal access is a per-contact switch you control

A portal your clients can use without a manual in CrewForge

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Deduplicated by design

Every client touchpoint resolves through one email-based identity. Win a lead and the client company and contact are created or matched automatically; add a contact to a project and the client links itself.

One contact per email address, per company, always
Won leads convert into client records automatically
The first project contact links the client company
Re-adding a removed contact restores the original record

Deduplicated by design in CrewForge

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Small things that matter

Details from daily use, built in because we run on them ourselves.

Email-based dedupe

The same email always resolves to the same person, across CRM, projects, and support.

Per-contact portal switch

Enable portal access person by person, not all or nothing.

Project-scoped visibility

Portal contacts see tickets for their projects, nothing else.

Rate-limited codes

Client owner

Each client company has an accountable owner on your team.

Unified history

The relationship reads as one story: lead, projects, meetings, tickets.

Frequently asked questions

Do clients need accounts and passwords?

No. Clients sign in to the portal with a 6-digit code sent to their email. The code expires in 15 minutes, and there is no password to manage or reset.

What can a client see in the portal?

Only their own tickets and public replies. Internal team notes are never shown, and a contact only sees tickets for the projects they are linked to.

How does CrewForge avoid duplicate client records?

Every client touchpoint resolves through the contact's email address. Winning a lead, adding a project contact, or receiving a ticket all find or create the same single record.