2021 Centrex Software Client Portal Sales Demo
Centrex Software has a full white labeled client portal built into the CRM. Login page to client portal is also white labeled. There are client portal settings so you can decide what you want your client to see and not see. From the client portal clients can upload documents into the CRM from the portal, see tasks you have assigned to them in the portal, see payments, notes, loans and advances, status of loan or advance and much more.