Shared work updates
Give customers a simple place to review the updates and status information you choose to make available.
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ControlAxis Customer Portal
Give customers a clearer place to stay informed.
The Customer Portal is a CRM-connected app for the work updates, estimates, invoices, and approved field proof your company chooses to share. It gives customers a clear experience while CRM remains the operational source of truth.
Included with CRM
The Portal is CRM-connected and included with CRM and the complete suite, not sold as a separate app.
Control what is shared
Keep the customer experience clear, relevant, and intentional.
Extend the record
Present approved CRM, Estimator, and Lens updates without manual duplication.
Focused capabilities
Less “what’s the status?” More confidence in the next step.
Bring the information customers need into one clear experience while detailed operational work stays in the CRM-connected ControlAxis system.
Estimates and invoices
Make important commercial information easier for customers to find and understand.
Approved visual proof
Help customers see documented condition, progress, and completed work when visual evidence tells the story best.
Connected by design
A customer experience powered by CRM context.
The Portal is not a separate source of customer data. It extends your CRM customer and work record into a deliberate customer-facing experience, with Estimator and Lens providing the approved details that matter.
CRM
CRM provides the customer and work context behind every shared update.
Explore CRM →Estimator
Give customers a clear place to review the estimates you choose to share.
Explore Estimator →Lens
Publish approved before, after, and issue evidence without a separate upload process.
Explore Lens →Turn CRM context into a better customer experience.
See how the Portal fits your customer communication workflow.