Product · Nexoro Portal

A customer portal
for the CRM you already have.

A branded login where your customers see progress, documents, approvals and invoices — connected to HubSpot, Pipedrive or your Nexoro CRM. Live in weeks, not months.

Not every business needs a custom CRM to stop the "where's it up to?" emails. Nexoro Portal is our packaged customer portal: a fixed setup fee, a flat monthly price, your branding, your domain — reading live from the system you already run.

Fixed setup. Flat monthly fee. No per-customer charges.

Book a Portal Demo See pricing
portal.yourcompany.com.au
Hi Sarah — here's where your order is up to.
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Illustrative — your portal shows your stages and your brand.

Connects to the CRM you already run.

The portal reads deals, stages, documents and invoices straight from your system. Update once, your customer sees it.

HubSpot
Pipedrive
Nexoro CRM
Xero invoices
Other — ask us

What your customers get.

Live progress

Where the job, order or application is up to, by stage, with what's next and what's needed from them.

Documents & approvals

Quotes, contracts, variations and change requests to view and approve — with a timestamped record on the CRM.

Invoices & payments

Invoice status synced from Xero, pay-now links if you want them, nothing to chase.

Messages that land in the CRM

Questions from the portal go onto the record, not into a lost inbox. Replies show in the portal.

Your brand, your domain

Logo, colours, portal.yourcompany.com.au. Customers never see Nexoro.

Works on their phone

Mobile-first web app — tap a link, they're in. No app store, nothing to install.

Nexoro Portal or a custom portal?

Nexoro Portal is the fast, packaged option. If you need a portal that does something no product does, that's a custom portal inside a custom CRM build.

Nexoro Portal (product)
Custom portal (build)
Best for
You have a CRM; customers keep asking for updates
Your process needs screens no product has
Time to live
2–4 weeks
Part of a staged build
Price
Fixed setup + flat monthly
Fixed build price, optional run fee
Connects to
HubSpot, Pipedrive, Nexoro CRM, Xero
Anything
Ownership
Your data and branding; we run the product
Code and data are yours outright

Simple pricing.

One setup fee to configure stages, documents and branding and connect your CRM. Then a flat monthly fee — not per customer, not per seat.

Starter

Progress & documents

Stages, next actions, documents and messages for up to [N] active customers.

  • Your branding & domain
  • One CRM connection
  • Email notifications

From $[X]/mo + $[Y] setup

Book a demo
Standard

Approvals & invoices

Everything in Starter, plus approvals and e-sign on documents, Xero invoice status and pay-now links.

  • Approvals with audit trail
  • Xero sync
  • SMS notifications

From $[X]/mo + $[Y] setup

Book a demo
Plus

Your workflow, your rules

Standard, plus custom stages per job type, multiple CRM connections, and automations triggered from the portal.

  • Multiple pipelines / job types
  • Custom fields & forms
  • Priority support

From $[X]/mo + $[Y] setup

Book a demo

Month to month. Cancel any time; export everything.

Portal Questions

›How long does setup take?

Usually two to four weeks: we map your stages and documents, connect your CRM, apply your branding and test with a handful of real customers before you invite everyone.

›Do my customers need an account?

They get an email invite with a secure link; a password or two-factor is optional. Each customer only ever sees their own records.

›What if our CRM isn't listed?

If it has an API we can usually connect it as part of setup. Ask on the demo call.

›Can we move to a custom portal later?

Yes. If you outgrow the product, the stages, documents and history carry across into a custom build, and the setup fee is credited.

›Who hosts it?

We do, on Australian cloud infrastructure, with daily backups. Your data is yours and exportable at any time.

›Is there a lock-in?

No. Month to month after setup.

Book a portal demo

See it with your stages

A 20-minute demo, set up with your real pipeline.

Book a Portal Demo