Shape the Portal
Customize the colors, themes, layouts, and design elements to match your brand.
What's included · Client Portal
One login for everything your customer bought
A branded space where customers see only what they've purchased, courses, memberships, content, instead of managing separate logins for each.
Why it matters
Make client portal part of the full customer journey
A branded client portal keeps purchased content, lessons, and membership resources in one place, so customers are not juggling logins.
How it works
How client portal works in Momentum
Organize the Resources
Bring digital content, lessons, and classes into one customer hub.
Present Relevant Access
Let purchase-based access controls show each customer relevant content, then add previews for other products or services.
What you can do
Everything you need to put client portal to work
Everything in one hub
Bring your digital content, lessons, and classes into one place instead of scattering them across separate logins.
Looks like your brand, not a template
Colors, layout, and design elements match your business, not a generic default.
Access follows the purchase
The portal tracks what each customer bought and shows them only that, no manual access list to maintain.
A natural place to cross-sell
Show previews of what else you offer, right where a customer already checks in.
Best fit
When client portal belongs in your workflow
Start with the job this feature needs to do, then connect it to the customer record and follow-up around it.
Businesses delivering several types of digital content
Course and membership providers organizing purchase-based access
Brands that want to preview related products and services inside the portal
One connected platform
Client Portal works better when it is connected to everything around it
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
What is a Client Portal?
A Client Portal, sometimes called a members' area, is a single dashboard where customers see the course content or membership resources they've paid for.
Do I need technical skills to create a Client Portal in Momentum?
No. The drag-and-drop builder, tutorials, and support make it easy to set up without any coding.
Can I control what each customer sees in the portal?
Yes. Access is tied to what a customer has purchased, so they only see the content that's relevant to them.
Can I match the portal to my brand?
Yes. Colors, layout, and design elements can all be customized to match your brand.
See client portal inside Momentum
See how this feature fits with everything else in Momentum, then pick the plan that's right for you.
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