Hey @Tricatrica
Welcome to the community! With monday.com Sales CRM, you can build and launch an exclusive client management portal and enhance customer relations. The ready-made templates along with mock data in monday Sales CRM will help you implement and get going within minutes. By building such a portal, you and your clients can track all communications, streamline engagement, and foster loyalty.
If you’re looking to build custom portals, team up with a recognized monday.com consulting company. They can customize the templates by adding or eliminating widgets, rearranging elements, and selecting the data you want to display. This flexibility empowers you to deliver a personalized experience for clients.