Client portal
View proposals, contracts, invoices, projects, documents, support tickets and conversations made available to your contact.
Awaiting secure URL configuration in Website Admin
One project record. The right view for each person.
This gateway does not collect or imitate CRM passwords. It sends clients, vendors and authorised staff to the existing authenticated Perfex environment configured by the website administrator.
Vendor portal
Open the approved workspace for assignments, project information, documents and collaboration.
Awaiting secure URL configuration in Website Admin
Team & admin
Manage business-scoped leads, clients, projects, content, PRChat and operational workflows in Perfex CRM.
Awaiting secure URL configuration in Website Admin
Why the login stays in Perfex
Perfex remains the system of record for users, roles and permissions. The website stores only website content and enquiry records; it never receives a portal password through this gateway.