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!
Giving portal access to an existing client:
Your CRM allows you to send a link to a client so they can edit their personal information and other details in your CRM. To find your client portal link, log into your CRM. Click your name on the upper left-hand side of the screen. Next, select Profile, then Web Info. Lastly, copy your Client Log In Portal link and paste it wherever you need it.
*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.