Try out the easiest way to make a customer portal with a free 14-day trial of Ontraport.
Ontraport allowed us to migrate our membership portals to be a lot more directly integrated with our CRM, saving us a lot of time and enabling us to use automations that tie directly into the website to help improve productivity.
- Jarren Crist, Membership and Systems Management at PSMA Connect
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Everything you need to create an online customer portal
Ontraport makes it easy to build a portal that works exactly the way your business does — connected to your CRM, your payments, and your automations with no plugins or integrations.
Show every customer their own personalized view
Each client sees a portal that's unique to them — their purchase history, membership status, upcoming appointments, and saved preferences — all pulled live from your CRM.
Let customers manage their own accounts
Give your clients true self-service. Customers can update their contact information, manage subscriptions, download invoices, book appointments, and review their order history without ever contacting your team.
Gate content and control access — automatically
Lock any content behind a purchase, membership tier, or subscription level — and access updates the moment a customer's status changes. No plugins, no manual adjustments.
Customize your portal without writing a line of code
Add progress trackers, search filters, dynamic content lists, and more using drag-and-drop tools — then trigger automated follow-ups based on any customer action to keep them engaged and moving forward.
Create your customer portal in minutes
Create your customer portal in minutes
We put together prebuilt apps for some of the most popular customer portal features. Simply pick the ones you want, toggle them on in the App Marketplace and launch.
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Create your customer portal in minutes
Create your customer portal in minutes
We put together prebuilt apps for some of the most popular customer portal features. Simply pick the ones you want, toggle them on in the App Marketplace and launch.
How to create a customer portal with Ontraport
How to create a customer portal with Ontraport
Frequently Asked Questions
Frequently Asked Questions
Ontraport is a CRM and automation platform built for growing businesses. It combines contact management, marketing automation, payments, and a powerful no-code web builder so you can run your entire business from one place, without stitching together a dozen tools.
With Ontraport, you can build a customer portal where clients manage their accounts, view invoices, access gated content, book appointments, and update their own contact details, all personalized to each individual user. And because Ontraport is a full business platform, you can also build membership communities, online courses, business directories, blogs, and virtual event sites within the same system.
Ontraport's drag-and-drop builder and App Marketplace make it straightforward. Install the prebuilt customer portal app, connect it to your CRM data, set your access rules, and publish to your domain — all without writing a single line of code.
Ontraport is built for small and mid-sized businesses that need enterprise-level functionality without enterprise-level complexity or cost. Unlike standalone portal tools, Ontraport connects your portal directly to your CRM, payments, and marketing automations so everything works together from day one.
Ontraport is designed for business owners and their teams. You'll get all the power of a custom-coded portal without any of the complexity, wait time or expense. And you won't be on your own: Ontraport includes free onboarding, video lessons, live support, and an active user community.