Customer portal
Every business on Review Monster's CRM gets a customer portal. It's a page with your logo and your name where your customers can see their estimates and invoices, approve and sign, pay, and download receipts.
Customers don't create an account or remember a password. They sign in with their last name and the last four digits of their phone number, or they just tap the link you texted them.
What your customers can do there
The portal opens on an inbox of everything you've sent them, with anything unpaid on top. From there they can take care of it without calling you.
- Read an estimate and approve it with a signature
- Decline an estimate and tell you why
- Pay a deposit or an invoice by card
- Save a card on file for future work
- Download PDFs and payment receipts
- See upcoming and past bookings, and book again from your website
Signing in without a password
Their username is their last name and their password is the last four digits of their phone number. If you update their name or phone in the CRM, their sign-in changes with it. There's nothing for you to manage.
Links you send by text or email sign them in automatically and land on the exact document you sent about.
Your business, front and center
The portal shows your logo, your business name and your phone number. Estimates, invoices and receipts use your own document templates, so everything the customer sees looks like it came from you.
Customers only see what you've actually sent them. Drafts stay private until you send them.
In practice
A customer gets a text with a link to a $2,400 estimate for a garage cleanout. She opens it at lunch, signs with her finger, and pays the deposit. A week after the job she taps the receipt link in her final text to download a PDF for her records. She never called the office once.
Questions people ask
How do customers log in to the portal?
With their last name as the username and the last four digits of their phone number as the password. Links you send them sign them in automatically.
Can customers sign estimates online?
Yes. Approving an estimate in the portal means signing it, and the signature is saved on the estimate and its PDF.
Is the portal branded with my business?
Yes. It shows your logo, business name and phone number, and documents use your own templates.
Do I have to set the portal up?
No. Every business on the CRM has one already. To take card payments there, connect Stripe from Settings, Payments.
Works well with
Build an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
PaymentsTake cards online through your own Stripe account, save cards on file and track every refund.
Document designerLay out your estimates, invoices and receipts in a drag-and-drop designer, with your logo and your fields.
Customer portal comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.