Salesly Client Portal: Transform CX

Managing client relationships should not mean endless email threads, lost attachments, and unanswered phone calls. The client portal is a private space where your clients can access all the relevant information about their commercial relationship with you: quotes pending approval, order history, invoices and a direct chat with your team. This guide walks you through every feature and the real business impact you can expect.

Table of Contents

• Simple access with magic links
• One-click quote approval
• Complete order history
• Integrated chat
• Real business impact
• Transform your client experience with Salesly
• Frequently asked questions

Key Takeaways

Point	Details
Passwordless access	Magic links give clients instant, secure access without passwords or account creation.
One-click approvals	Clients review and approve quotes with a single click, replacing email chains and phone calls.
Admin time reduction	Companies report 60% less time spent on quote administration after activating the portal.
Faster approval cycle	Quote approval cycles are 40% faster thanks to real-time notifications and self-service.
Full transparency	The portal includes order history, invoices, delivery statuses, and direct team chat in one place.

Simple access with magic links

Your clients do not need to remember passwords. They receive a unique link by email that gives them direct access to their portal. Secure, fast and frictionless. There is no registration form, no forgotten-password flow, and no IT support tickets. Each magic link is single-use and time-limited, so security is never compromised.

This approach dramatically reduces the barrier to adoption. Clients who previously avoided digital tools because of login fatigue now engage with the portal from day one.

Pro tip: Send the first magic link alongside your initial quote so the client discovers the portal at the moment of highest engagement.

One-click quote approval

When you send a quote from Salesly, your client receives a notification and can:

• Review all the quote details
• Approve with a single click
• Reject with a reason (so you can adjust the proposal)
• Chat with you if they have questions before deciding

This eliminates the back-and-forth of traditional email negotiations. Your sales team gets instant feedback, and clients feel empowered to make decisions on their own schedule.

The entire approval history is stored in the portal, giving both parties a clear audit trail. No more searching through email threads to find who approved what and when.

Pro tip: Pair the portal with the commercial management module to automate follow-up reminders for pending quotes.

Complete order history

Your clients see their full order history, delivery statuses and associated invoices. Fewer calls asking “where’s my order?” and more time for your team. Each order entry includes timestamps, tracking references, and downloadable documents, so clients can self-serve whenever they need information.

This transparency builds trust. Clients who can verify order status independently report higher satisfaction and are more likely to reorder without prompting.

Integrated chat

The portal chat is not a generic chatbot. It is a direct conversation between your client and your sales team, with full context of the relationship history. Your team sees the client’s orders, quotes, and previous conversations in a single view, enabling faster and more relevant responses.

Because the chat lives inside the portal, every message is automatically linked to the client record. There is no need to copy-paste context or switch between tools. Explore solutions for sales teams to see how chat fits into the broader workflow.

Pro tip: Use the chat to share updated proposals or supplementary documents directly within the portal, keeping all communication in one auditable thread.

Real business impact

Companies using the Salesly portal report:

• 60% less time on quote administration
• 40% faster quote approval cycle
• Better satisfaction from clients who value transparency and self-service

These numbers come from teams that previously relied on email, phone, and spreadsheets to manage client interactions. The portal centralises everything, reducing friction at every step of the sales process.

Transform your client experience with Salesly

The client portal is included from the Growth plan onwards. You just need to enable it from your account settings and customise the subdomain for your company. Once active, your clients receive magic link invitations automatically whenever you send a quote or update an order.

Start giving your clients the self-service experience they expect. Combine the portal with the commercial management module to build a complete, frictionless sales workflow.

Frequently asked questions

Do my clients need to create an account to use the portal?

No. Clients access the portal through magic links sent by email. There is no registration, no password, and no account creation required. Each link is secure, single-use, and time-limited.

What Salesly plan includes the client portal?

The client portal is available from the Growth plan onwards. You can activate it from your account settings and customise the portal subdomain for your company.

Can clients communicate with my team through the portal?

Yes. The portal includes an integrated chat that connects your client directly with your sales team. Every conversation is linked to the client record, so your team always has full context of the relationship history.

Is the client portal secure?

Absolutely. Magic links use time-limited, single-use tokens. All data is transmitted over encrypted connections, and access is restricted to the specific client’s information. Your clients see only their own quotes, orders, and invoices.