Client Portals

Your XstreamCRM is not only a tool that allows you to keep track of your clients and receive commission, clients also have the ability to create a personalized portal through your website to access their trip information, trip documents, provide personal information that syncs to your XstreamCRM, and make payments for their reservation, all online!

First time users requesting a quote:

  1. The client should navigate to your agent website and click on "Client Tools," then click "Client Registration." 
  2. The client should fill in their information and can fill out the Request Form to receive a quote. Then Submit. 
  3. This information will automatically sync to your XastreamCRM and email you the quote request. 
Giving portal access to an existing client: 

  1. Log into your Xstream Agent Hub and click on “CRM,” from the Tools tab. You'll be redirected to your XstreamCRM.
  2. Click on the "Client Listing," under Reports -> Client Reporting. Locate the client and open their profile by clicking on the blue edit button. 
  3. Locate the field "Username for Client Login." Assign a username and password* and click save. Notify your client of their login information and provide them a link to your website so they can login.

*Please know you are responsible for assisting your client with any username or password issues. 


Support

Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.