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Sales Portal –
Build A Custom  Portal for Every Prospect

Stop burying proposals in email threads. Clientt gives every prospect a branded space with their quote, collateral, and latest updates in one place — and shows you exactly what they opened and when.

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Every Deal Gets Its Own Room

Instead of chasing attachments through email, give each prospect a branded portal with their quote, proposal, and supporting collateral in one place — always current, always accessible.

Every view is tracked. See which documents your buyer opened, how long they spent, and who else they shared it with, so your rep knows exactly when to follow up and what to lead with.

Smarter Portals. Faster Closes.

Branded Prospect Portals

Give every deal its own space, styled with your logo and brand colors. One link replaces the endless email thread.

Everything in One Place

Quotes, proposals, and supporting collateral live together and stay current. Update a document once and your buyer sees the latest version.

Real-Time Engagement Tracking

See exactly which documents were opened, how long they held attention, and when activity picks up — the signal that a deal is heating up.

Hot Signals to Your Home Screen

When a prospect engages, T2 surfaces it on your dashboard immediately, so reps follow up while interest is still warm.

Lead-to-Cash-Journey

Capture & convert leads instantly.

AI-CAMPAIGNS

Manage unified accounts.

CRM

Generate quotes in seconds.

SMART QUOTES

Build custom portals for every prospect.

SALES PORTAL

Enable trackable sales.

COLLATERAL HUB

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Reinventing Go-to-Market
for the AI Era

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