Un customer portal integrated
to your CRM
Offer your clients a secure personal space where they can view their invoices, track their projects, sign their contracts, and pay online. All this without leaving Djaboo, without any additional tools.
What your client can do
in its dedicated space
A well-designed CRM customer portal reduces unnecessary exchanges, speeds up payments, and gives your customers the feeling that they are in good hands — even when you are unavailable.
An integrated customer portal
to your Djaboo CRM
All your customer portal data is synchronized with your CRM in real time. A customer pays an invoice? It's marked as paid instantly in Djaboo.
A customer area in your image
Your customer portal doesn't look like a third-party tool. Your logo, your colors, your custom subdomain (your-company.djaboo.comThe client thinks they are in your own application.
Each contact receives a personalized welcome email with their login details as soon as you grant them access. You control the display language, the accessible modules, and the notifications received. All without any development work.
- Custom subdomain with your name
- Your brand logo and colors
- Automatic welcome email
- Display language configurable via contact
- Email notifications that can be activated module by module
Your customers pay their Payments directly
In the customer area, your contacts can see all their invoices—issued, paid, and pending. They can pay online by credit card or SEPA transfer via Stripe or GoCardless. The payment is automatically recorded in Djaboo.
The result: fewer manual reminders, shorter payment delays, and complete visibility into your cash flow. You can also configure email notifications so that the customer is alerted to each new invoice.
- Online payment by card or SEPA
- Native Stripe & GoCardless integration
- Complete history of the regulations
- Automatic email notification upon receipt of an invoice
- Subscriptions & Recurring Payments
Your contrats signed without scanning
Send your quotes, proposals, and contracts directly from your CRM. Your client can access them in their portal, review them, and sign them electronically. You receive instant notification as soon as they are signed.
All signed documents are automatically archived in the client's file, accessible at any time from your CRM and the client portal. No more "I didn't receive the document" or lost copies in email inboxes.
- Quotes, contracts, and proposals are accessible through the portal.
- Electronic signature without a customer account required
- Signature notification in your CRM
- Automatic archiving in the customer file
- Complete version history
Manage them tickets without leaving your CRM
Your client has a problem or a question? They open a ticket directly from their portal. You receive the request in your Djaboo account, you process it, and your client can track its progress in real time from their account.
You can enable or disable support access for each contact. If you don't use this module, it's simply invisible in the customer portal. The knowledge base is also accessible through the portal to reduce repetitive requests.
- Opening a ticket from the customer portal
- Real-time progress tracking
- Attachments and exchanges in the ticket
- Self-service knowledge base
- Email notifications for each update
What is a CRM?
customer portal?
Un CRM customer portal It's an online space dedicated to your customers, directly connected to your customer relationship management software. In practical terms, it's a personalized login that you give to each customer so they can independently access the information relevant to them: their invoices, ongoing projects, contracts, and quotes.
Without a client portal, your daily routine looks like this: emails to provide project status updates, follow-ups on unsigned quotes, phone calls to track down invoices. You waste time acting as a go-between. With a client portal integrated into your CRM, your clients find what they need themselves—and you can focus on your core business.
Why integrate the customer portal into your CRM?
The difference between a standalone customer portal and one integrated with your CRM is data synchronization. In Djaboo, when your customer views an invoice in their portal, it's the same data as in your dashboard. When they pay, the status updates instantly. When they sign a contract, the information is reflected in their customer record in real time.
No double entry. No data mismatch. No additional tools to synchronize with a fragile connector. The portal is a natural extension of your CRM, not a separate tool.
What your customers can do in their Djaboo space
The Djaboo customer portal covers the entire customer relationship lifecycle, from quote signing to post-delivery follow-up:
- View and pay your bills : all invoices issued are visible in the portal, with an online payment button if you have activated Stripe or GoCardless.
- Validate quotes and contracts : your client signs electronically from their portal, without creating an additional account.
- Track the progress of your projects : tasks completed, steps in progress, expected delivery date — everything is visible and updated in real time.
- Open and track your support tickets He submits his questions or problems from his space and receives answers without leaving the portal.
- Order your products or services : from the integrated store, accessible directly in the portal.
- Access the knowledge base : your guides and FAQs are available on a self-service basis, which reduces repetitive requests.
- Manage your subscriptions : updating bank card details, cancelling or modifying a recurring subscription independently.
Permissions: you control everything
Don't want all your clients to see the same things? That's understandable. Djaboo lets you configure permissions module by module, for each contact individually. You enable Invoices, Projects, and Contracts for some—you restrict access to Support for others. If a module isn't authorized, it's simply invisible in the client portal.
The same logic applies to email notifications: you choose which contacts receive which type of email (invoice, project, task, delay). A client with five contacts at their company might only have one contact receive reminders—the other four won't see anything.
A white-label portal: your image, not Djaboo's
Your customer portal is your brand image. In Djaboo, the customer area is displayed under your own subdomain (votre-entreprise.djaboo.com), with your logo and colors. Your customer doesn't see Djaboo — they see your company.
This is especially important for agencies, consultants, and freelancers who want to project a professional image without investing in custom development. You configure everything in minutes from your settings; no coding is required.
Who is the Djaboo customer portal designed for?
The Djaboo client portal is designed for very small businesses, SMEs, agencies, and freelancers who manage recurring client relationships. If you regularly send invoices, quotes, projects, or contracts to your clients, a client portal will transform your daily operations.
Web agencies use it to share mockups and track projects. Consultants use it to share deliverables and proposals. Service providers use it to ensure their clients pay their invoices without waiting for reminders. In all cases, the result is the same: fewer unnecessary emails, more autonomy for the client, and more time for you.
- 24/24 access to their documents
- Frictionless online payment
- Real-time project tracking
- Support without email
- Fewer follow-ups and emails
- Payments automatically recorded
- Reinforced professional image
- Everything is centralized in the CRM
Fewer back-and-forth trips,
more professionalism
What they think about it
My clients pay their invoices directly from their account. No more email reminders. The average payment time has clearly decreased since we started using the Djaboo portal.
We work with about ten clients simultaneously. Each one has their own portal with the projects relevant to them. No more "where are you at?" emails. The time savings are significant.
The electronic signing of contracts via the customer portal is what convinced me. No more "I didn't receive the document." Everything is traceable and automatically archived in the customer file.
Everything you want to know about
the Djaboo customer portal
Fewer emails. Fewer follow-ups.
Customers who find what they're looking for there.
Create your customer portal in minutes and give your customers an experience that reflects the quality of your work.