Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Profile manager
Let clients update their CRM profile information
Start for free. No credit card required.
Overview
Profile Manager lets clients view and update their own custom fields in the CRM — like address or phone number — directly in their portal. You choose which fields are client-viewable or editable, and see a feed of every update, so there's no need to send a form each time something changes.
Key Benefits
Let clients self-serve updates to address, phone, and other custom fields.
Choose exactly which fields are client-viewable or client-editable.
See a feed of client-initiated updates, with who changed what and when.
Skip sending forms for routine profile changes.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Profile manager template
Start from this template for free and make it yours in minutes. No credit card required.