Client Portal & CRM
Every client relationship, one connected view
A secure portal for documents and requests, tied to a CRM that keeps proposals, pipeline, and conversations in sync.
Catch client risk before it costs you
Client problems show up in the conversation first. Margin keeps every thread tied to the engagement, so drift is obvious while you can still fix it.
Spot slow responses and follow-through gaps
Track scope changes and repeated small asks
Keep a clear record of what was agreed and what changed
Explore the workspace
One workspace, three views
Client Portal
CRM & Pipeline
Messages
A portal your clients actually use
Documents, requests, and approvals live in one shared, secure space — no more email attachments.
Bank-level encryption on every file
Request tracking with automatic reminders
See your clients in one view
We'll show you how Margin ties client communication to the work in a short walkthrough.