Self-service portal for clients and members
Secure login, update details, submit forms, pay memberships online. Built on Microsoft Power Pages, integrated with your CRM.
When to add a portal
Portals make sense when clients or members need to do things themselves: update details, view their information, pay memberships, register for events, submit forms.
Not every NFP needs one immediately. But if you're fielding constant "update my address" requests or members want to pay online, a portal reduces admin burden.
Common portal use cases
Update contact details
Members or clients log in and update their own information. Changes sync automatically to the CRM.
Pay memberships online
Members renew and pay via Stripe. Membership status updates automatically.
Register for events
Members see upcoming events and register online. Staff see registration lists in the CRM.
Submit forms or requests
Clients submit service requests, applications, or feedback forms. Staff process them in the CRM.
Security model
Portals use the same security architecture as the main CRM: record-level permissions, field-level security, audit trails. Users only see what they're authorized to see.
What you'll see in a demo
- Portal login and profile
See how members log in, view their profile, and update their own details. - Membership renewal flow
Walk through the renewal process: view expiry, select membership type, pay via Stripe. - Event registration
Members see upcoming events, register, and receive confirmation. Staff see registrations in CRM.
See client portals in action
Book a conversation to discuss whether a portal fits your use case.
No hard sell. Just a practical demonstration.