Client Portal Preview
A client experience as polished as your events.
Couples, corporate clients and venue partners log in to a quiet, branded space — designed to make your business feel inevitable.
Preview of the planned EncoreCRM client portal experience. Live client portals will be activated in a later phase.
Sample event preview — not live client data
EncoreCRM
Welcome back, Sasha
Your event
Sasha & Liam — 14 March 2026
Nooitgedacht Estate, Stellenbosch
- Quote Accepted
- Deposit Paid
- Agreement Signed
- Planning FormUp next
- Balance Due
- Event Confirmed
Documents
- Quote — acceptedDone
- Service agreement — signedDone
- Planning formOpen
Latest message
Hi Sasha — your timeline is ready to review.
Marcus · 2 hours ago
Planning call · Tue 4 Feb · 14:00
01
Live progress
Quote · Deposit · Agreement · Planning · Balance · Confirmed.
02
Documents
Quotes, agreements, invoices and planning forms in one tidy library.
03
Conversations
Direct messaging that keeps everything off WhatsApp and on-record.
04
Scheduling
Planning calls and meetings booked from inside the portal.