Client Portal: Your Clients Participate
A separate web app where your clients actively participate. They view proposed properties, rate them, request viewings, and upload photos after a viewing. Every action appears directly in your CRM on the corresponding contact.
When is this relevant?
Section titled “When is this relevant?”- You are considering whether the portal is useful for your office
- Clients complain about a lack of overview in their search process
- You want fewer phone updates and more self-service
What clients can do: three main sections
Section titled “What clients can do: three main sections”- Overview: quick statistics
- New properties: recently offered by you, still to be rated
- All properties: grouped by status: to rate, interested, rejected, visited, approved
For each property, the client can:
- View details (photos, features, description, map, energy label)
- Mark as Interested / Not Interested
- Request a viewing (max 3 preferred dates)
- Add to favorites
- Contact the agent
- After a viewing: photos, notes, voice notes, rating (1, 5 stars)
- When rejecting: provide reasons
Three tabs:
| Tab | What |
|---|---|
| Upcoming | Confirmed future viewings |
| Recent | Past viewings |
| Unconfirmed | Requested, yet to be confirmed |
The client can cancel.
- Manage personal details
- Change password
- Change language
- Upload/remove profile photo
- Restart onboarding tour
- Log out
Onboarding for new clients
Section titled “Onboarding for new clients”-
Set password: if the account was created by the agent, the client receives a temporary password. Change on first login. Minimum 8 characters with uppercase + lowercase + number + special character.
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Welcome slides: brief introduction: viewing and rating properties, collaborating with the agent, ratings immediately visible.
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Guided tour: interactive tour of the home page.
Skipping is allowed, restart later via Profile → Restart tour.
10 languages
Section titled “10 languages”Automatically determined based on the language setting on the contact record in CRM. Unavailable = English.
| Language | Code |
|---|---|
| English | en |
| Dutch | nl |
| German | de |
| French | fr |
| Spanish | es |
| Portuguese | pt |
| Italian | it |
| Polish | pl |
| Swedish | sv |
| Norwegian | no |
Change it yourself via Profile → My Account.
Connection with the CRM
Section titled “Connection with the CRM”The portal is not a standalone system, Tesoro API + the same database.
- Properties offered through a deal → automatically in the portal
- Interested/Not Interested → status in the deal changes
- Viewing request → appointment in CRM
- Photos, notes, ratings → visible on contact and deal pages
- Creating a portal user → activity logged on contact
Two ways to get a portal account
Section titled “Two ways to get a portal account”| Route | Who | What |
|---|---|---|
| From CRM | Agent creates portal user from contact | Client receives email with temporary password + link. Immediately active. |
| Self-registration | Client via portal sign-up page | Email verification code. Existing contact? Link. Otherwise: new lead created. |
Both are covered in Managing portal users.