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Customer Portal –
Self-Service, Simplified

Give your customers a branded hub to manage invoices, subscriptions, and account activity — without manual support.

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AI That Anticipates Every Opportunity

Clientt CRM’s intelligence layer doesn’t just store data — it learns from it.

By analyzing engagement trends, deal velocity, and pipeline health, our AI predicts the next best actions for your sales team. From identifying upsell opportunities to detecting churn risks early, Clientt helps you stay one step ahead with proactive, data-driven insights.

Streamline Customer Billing & Support

Self-Service Account Management

Empower customers to update their details, access invoices, and track usage on their own—reducing support requests and saving time for your team.

Real-Time Payment & Billing Access

Secure online payment options and instant billing history help customers resolve questions and pay faster.

Instant Quote & Renewal Visibility

Give customers a clear view of contracts, renewals, and quotes — helping them plan and approve faster.

Ticket & Support Tracking

Centralize communication with built-in ticketing so customers can submit, monitor, and resolve requests seamlessly.

Lead-to-Cash-Journey

Capture & convert leads instantly

CAPTURE

Qualify & score prospects

LEAD

Generate deals seamlessly

QUOTE

Invoice & reconcile automatically

BILLING

Resolve issues fast & retain clients

SUPPORT

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Reinventing CRM for the
Customer ERA

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