Client management
Keep each client's profile, contacts, and activity together in one place.
A Krosfy product
A better space to work with your clients
Manage clients in a CRM-style portal for documents, requests, support, and billing, all in one organized space for your business and its clients.
Keep track of what matters
Service sales and private space
Offer services to businesses and give them a private space to manage what they purchase.
Statistics
See client, service, and invoice activity at a glance.
Planning and notifications
Organize key dates and tasks and keep everyone up to date.
Business messaging
Keep client conversations alongside their requests and services.
A space with your brand
Customize the private area with your logo and colors.
A look inside the portal
Illustrative images with fictional data.
Frequently asked questions
How is a workspace set up?
During the demo, we review your organization’s needs and explain the available setup and access options.
What can my clients see?
Each client can view the documents, requests, services, and billing information enabled for their account.
How do I request a demo?
Select “Request a demo” and complete the contact form.
What happens after I submit the form?
Our team will review your request and contact you about the next step.