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🏢
Coming Soon

Customer Portal
for Pipedrive

Give your clients a branded, self-service portal. They can track deal progress, view project updates, and access shared documents — all powered by your Pipedrive data.

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Planned Features

What we're building

Designed to fit naturally into your Pipedrive workflow.

🎨

Branded Experience

Your logo, your colours, your domain. The portal looks like part of your business, not a third-party tool.

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Deal Progress Tracking

Clients can see where their deal or project stands without chasing you for updates. You control exactly what's visible.

📁

Document Sharing

Share proposals, contracts, and files through the portal. No more digging through email threads.

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Client Messaging

Clients can leave messages and questions directly in the portal, linked to their deal in Pipedrive.

🔒

Granular Permissions

Control exactly what each client can see. Show progress without exposing your internal pipeline data.

Join the Waitlist

Be the first to know when this launches. Early access members get priority onboarding.

No spam. We'll only email you when this launches.