🚀Client Portals
Protect, Brand, and Streamline Client Access
Turn leads into clients effortlessly. With CaseCRM Secure Portals, capture leads, track deals, and automate follow-ups — all in a fully branded, secure environment.
Replaces:
HubSpot CRM • Salesforce • Trello • Notion • Pipedrive • Generic Client Portals
🎨 Truly Yours: Branding & Customization
Make a lasting impression with a portal that’s uniquely your own:
Add your logo, colors, and custom URL for a professional look
Fully rebrand the login screen, menus, and interface
White Label Mobile App lets clients access your portal on the go
🔒 Safe & Secure Access
Clients access everything they need safely:
Secure login for every client
Access to cases, messages, invoices, and documents
SSL encryption included for total data protection
📱 Stay Connected Anywhere
Keep communication flowing no matter where your clients are:
Branded web portal and mobile app access
Apple & Android apps for clients and staff
Push notifications and updates in real-time
💬 Tailored Communication
Send updates and messages that matter:
Personalized notifications and emails
Match messages to each client’s journey
Fully branded emails, footers, and social links
🤝 Work Smarter Together
Simplify collaboration and streamline workflows:
Share documents, files, and updates in one place
Assign tasks and automate notifications
Reduce back-and-forth and improve client satisfaction
Powerful White Label Features
🌐 Fully Branded Custom URL
Use your own URL for a professional, white-labeled portal
Free SSL certificate included for secure connections
All links and URLs reflect your brand
📱 White Label Mobile App
Branded iOS & Android apps for clients and staff
Access the portal anywhere, anytime
Strengthen your business branding with every tap
🖌 Intuitive Branding Options
Customize menus, buttons, text, and colors
Pre-made templates or full custom CSS for advanced styling
Ensure a polished and consistent experience across your platform
✉️ Branded Email Notifications
Customize logos, colors, footers, and social links
Secure domain validation for higher deliverability
100% control over all platform email content
⏳ White Label Loading Animations
Add your logo or choose from animated presets
Customize colors, backgrounds, and animation type
Maintain a professional, branded experience throughout
📲 White Label QR Codes
Generate branded QR codes for landing pages and marketing materials
Seamless brand experience across ads, brochures, business cards, and product packaging
Improve conversion rates with direct, trackable links
🌍 Fully Translatable Platform
Apply official translation sets instantly
Customize terms to match your brand tone and language
Deliver a fully localized, client-friendly experience
🚀 Ready to Build Your Branded Secure Portal?
Give your clients a safe, professional, and fully branded experience — all in one connected platform.
👉 Book a Free Demo
👉 Explore the Full Feature List
📩 Send a Query
- 796 East Coast Road Oteha Auckland New Zealand 0630
- +64 9 2424 786
- info@casecrm.co.nz
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