How to Create a Beautiful and Branded Client Portal in Dubsado

Dubsado is one of our favorite CRMs, and a big reason for that is because it’s so robust. There are tons of features that are needed by any service-based business, and one that we think is sometimes overlooked is the client portal. Not only is it useful for your clients to easily keep track of files, emails, and documents that you’ve shared with them, but it also adds that “wow” factor to their experience.

We’re all about branding everything, so it’s no surprise that we fell in love when we learned that the client portal can also be branded. With a few quick tweaks in your settings and 15 minutes in Canva, you can have a beautifully branded client portal.