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Client Portal

Your secure client portal.

For customers who've purchased a website, website management, or advertising service. Log in to track your project, request changes, share files, review invoices, and check ad reports — all in one secure place.

Secured by your CRM's client app — real accounts, real permissions.

Client Login

Existing customers only.

Portal login coming soon

The secure client login is hosted in our CRM client app. Access opens once your project starts — we'll send your invitation by email.

Forgot your password? Use the password-reset link on the login screen, or email us and we'll resend your invite.

Don't have an account? Request a quote — no account needed to browse or get started.

Inside the portal

Everything for your project, in one place.

A focused workspace for your website and advertising project — updated as things move forward, so you always know where you stand.

Project status

See where your website or advertising project stands — from kickoff to launch — with clear, current milestones.

Change & support requests

Request website updates, report an issue, or ask a question. Our team handles the change; you keep running your business.

Logo, photo & document uploads

Securely share your logo, business photos, and project files so your team has exactly what it needs to build.

Invoices & payment history

Review invoices and payment history through the connected billing integration — where Stripe/CRM billing is enabled.

Advertising reports

For advertising clients, view campaign performance reports where data is connected and you've authorized access.

Project updates & notifications

Get notified when your project moves forward or a request is completed — so you're always in the loop.

Invoices, payment history, and ad reports appear only where the relevant billing and data integrations are connected and you've authorized access. We never share one customer's data with another.

For the Mudline team

Both partners manage every account.

Authorized partners have full visibility and control — so every customer is managed consistently and nothing falls through the cracks.

Manage customer accounts

Both authorized partners can view, add, and manage every customer account from one place.

View requests & uploaded files

See every support request and file a customer uploads, right alongside their project record.

Update project statuses

Move projects forward and keep status current so customers always see where things stand.

Manage customer communications

Reply to requests, answer questions, and keep every conversation tied to the right account.

Control what each customer sees

Set permissions so each customer only accesses their own business information — never another client's.

Security & access

Real authentication. Real isolation. No shortcuts.

The portal uses the CRM's built-in client-portal authentication — never a custom or insecure login built on this website. Each customer sees only their own business information.

Secure login & password reset

Real accounts managed by the CRM — with password reset, invitation-based access, and revocable permissions.

Per-customer data isolation

Each customer can access only their own project, files, invoices, and reports — never another client's.

No editing or admin rights

Customers never receive website-editing or administrator permissions. Mudline staff make the changes.

Controlled file access

Uploaded logos, photos, and documents are stored with permissions scoped to the customer's account only.

No account is required to browse the public website or request a quote. The portal is only for active customers, and account registration is never activated until login and permissions have been tested.

Not a customer yet?

Start with a free quote — no phone calls or meetings. Once your project begins, we send your portal invitation by email.