Client portal support

Client onboarding and support

  • Clear pre-login and post-login guidance
  • Security and support copy in one public place
  • The live CRM stays separate and protected

CRM Preview

Public-facing CRM content without touching the live application

Use this host for onboarding steps, workflow explanations, security messaging, and support routing around the real CRM.

Client portal support Onboarding, release notes, security copy, and support routing around the live CRM.

This host is intentionally focused on support, onboarding, intake, or operational clarity around the live systems.

6 Portal support pages
Clients Primary audience
Separate Live app untouched

What This Host Owns

The shell should support the product, not replace it

The application logic stays separate. This host exists for clarity before and after login.

Onboarding

What new clients need before their first successful action.

Workflow guidance

Explain the key client and team actions in the system.

Support routing

Give people a clean path when something goes wrong.