Client portal
A free portal for every client.
Give clients one place for everything you have sent them. They sign in with a one-time code, so there is no password to forget, and client logins never count towards your team.
What it does
The functions you will use every day
Everything in one place
Invoices with what is owing, quotes to accept, upcoming bookings and the files you have shared.
Pay and accept online
Clients open any invoice or quote, pay by card or accept the quote from the same screen.
No passwords
Clients sign in with a code sent to their email.
Your branding
Each portal shows your company name, logo and colour.
You choose what is shared
Drafts stay private. Files are only visible once you share them with the client.
Free for clients
Invite as many clients as you like. They are never charged as team members.
How it works
Three steps, and you are done
- 1
Open the client record
- 2
Invite them to the portal
- 3
They sign in with an emailed code
Works with
Connected to the rest of CAQA Ops
Ask CAQA Ops
Ask who owes you, what is on this week, or tell it to book, quote and invoice. Every change waits for your OK.
ExploreClients and pipeline
A clean client list with full history, and a pipeline board that tells you who to call next.
ExploreJobs and bookings
A week calendar for every booking, with the right people assigned and clear status from enquiry to done.
ExploreSee CAQA Ops on your own work
Book a short walkthrough. We will set up your company with you, invite your team and show you how the assistant fits your day.