Freshsales Customer Portal
without giving anybody access to your CRM.
Their deals and current stage, along with the quotes and documents you have shared with them, on a login you own. It reads live from Freshsales, so nobody outside your team ever opens the CRM itself.
The records a portal needs are often spread across the Freshworks products, so working out where each one lives comes first. Fixed-price scope, an Australian team, support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost Freshsales seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a Freshsales portal
Every screen reads live from Freshsales, so the figures match because they come from Freshsales rather than from a copy somebody refreshes.
- Their deals and current stage
- Quotes and documents shared with them
- Support conversations where Freshworks holds them
- Forms that update the CRM record directly
- Their own details, maintained by them
Who logs in
What people ask us for
Start with the job your Freshsales portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
Freshsales holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Freshsales hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, where invoices and payments live
- Other Freshworks products, since the records are often split across them
- Payment gateways, so paying in the portal reconciles correctly
- Document storage, for proposals and agreements
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from Freshsales and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from Freshsales
- Available any time, straight from Freshsales
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a Freshsales portal
Is this the Freshsales login?
No. The Freshsales login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your Freshsales data. Your customers never get access to Freshsales itself.
What can customers actually see?
Typically their deals and current stage, quotes and documents shared with them, support conversations where freshworks holds them. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of Freshsales portal work?
Freshsales sits in the wider Freshworks suite, and the data a portal needs is often split across products rather than held in one. Establishing which Freshworks product owns each record is the scoping work, and it is what stops a portal being half-built against the wrong one.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay Freshsales. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow Freshsales down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over Freshsales is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which Freshsales edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
