Max Portal
Every customer, contact and message in one place
Core is the part of Max Portal every business gets. It holds your customer records, keeps your communication together and gives your customers a secure place to log in.
See plans and pricingKnow each customer at a glance
Keep the details your business needs on the customer's record, not in a spreadsheet beside it.
- Tax number, addresses and key dates
- Several contacts per customer, with one primary
- Customer types with forms that fit each type
- Notes, tags, files and a timeline
Talk to customers from where their file lives
Write a template once and let Max Portal fill in each customer's details. Consent is tracked for you.
- Email and SMS templates with merge fields
- Consent records
- Unsubscribe links and STOP replies handled
- SMS included with every plan
A secure login for your customers
Customers see their own profile and the files you share with them, under your own web address.
- Customer login, with optional multi-factor authentication
- Customers keep their own profile up to date
- Files shared in one secure place
Works for any kind of business
The same module, used in different ways. These are examples.
Clinics & wellness
Patient and family records, with the right people to contact.
Trades & contractors
Customers with job-site addresses and several contacts each.
Agencies & studios
Client records, notes and shared files in one place.
Accounting & legal
Client files with tax numbers and key dates.
What's included
Customer records
Tax number, addresses and key dates on every customer.
Multiple contacts
As many contacts per customer as you need, with one primary.
Customer types
Forms that change with the type of customer.
Starter folders
Folders set up automatically by customer type.
Import
Bring your customers in, with a trial run first.
Staff access
Assign staff to customers, and limit them to their own.
Templates
Email and SMS templates with merge fields.
Consent
Consent, unsubscribe and STOP handled for you.
Client portal
A secure login, with optional multi-factor sign-in.
Frequently asked questions
Is Core included in every plan?
Yes. Team, Pro and Max all include Core. The plans differ in staff, active customers and SMS each month.
Can I bring my existing customers in?
Yes. You can import customers and run the import as a trial first, so you can check the result before anything is saved.
Can staff see only their own customers?
Yes. You can assign staff to customers and limit a staff member to the customers assigned to them.
Works with the rest of Max Portal
Core is included with every plan
Choose your plan, then add the modules your business needs.
See plans and pricing