Client Portal

Give clients visibility without giving them a login to your admin

Every client you configure in Lead Capsule can be given their own Client Portal - a branded, self-service view into their account that doesn't touch your internal system. It's the single biggest reducer of "what's the status of my leads" support email a lead buyer's account manager gets.

What clients can do

• View active campaigns and the leads purchased against them, in real time.
• Pause or resume campaigns themselves, without a call to your team.
• Fund their account by credit card or ACH through your configured payment gateway, and check their balance from any page in the portal.
• Fund individual prepaid campaigns and track balance per campaign.
• View and pay invoices - see Invoicing.
• View payments, refunds, and credits you've recorded for them - see Payments.
• Run reports on leads purchased, hourly through yearly.
• Request lead returns, which route to your team for approval rather than processing automatically.

Access, on your terms

Each client gets their own username, password, and a unique portal link, reachable from anywhere with a browser. You decide, per client, what the portal exposes.

See also: Vendor Portal, Sales Portal, Client Management.