Branded portal. Tasks, milestones, and secure chat.
The Client Portal turns every project into a shared workspace. Invite a client by email and they receive a one-time link that lets them set a password and log in to their own scoped portal. They see only their projects — milestones, task progress, scheduled deliverables, and a secure two-way message thread with file attachments uploaded straight to R2 via presigned URLs. Internal team-side messages stay private. Authentication uses dedicated portal JWTs separate from your team's session tokens.
https://api.ecodrix.com/api/portal/v1Invite-only branded client portal per project
Project milestones, tasks, deadlines, and deliverables
Secure two-way messaging with file attachments
Presigned R2 uploads from the client side
Separate portal JWT auth (isolated from team sessions)
Per-client visibility scoping (only their data)
Email + WhatsApp notifications on portal activity
The Client Portal turns every project into a shared workspace. Invite a client by email and they receive a one-time link that lets them set a password and log in to their own scoped portal. They see only their projects — milestones, task progress, scheduled deliverables, and a secure two-way message thread with file attachments uploaded straight to R2 via presigned URLs. Internal team-side messages stay private. Authentication uses dedicated portal JWTs separate from your team's session tokens.
ERIX-CRM Portal ships with: Invite-only branded client portal per project; Project milestones, tasks, deadlines, and deliverables; Secure two-way messaging with file attachments; Presigned R2 uploads from the client side; Separate portal JWT auth (isolated from team sessions); and more. Every feature is exposed through the public ECODrIx API at api.ecodrix.com.
ERIX-CRM Portal is one of 9 modules inside the ECODrIx platform. Data flows seamlessly between modules — leads in ERIX-CRM trigger ERIX-FLOW workflows, ERIX-LAIE feeds enriched leads back into the CRM, and every module emits real-time events over Socket.IO.
Yes. ERIX-CRM Portal exposes its endpoints at https://api.ecodrix.com/api/portal/v1. Authentication uses tenant API keys (x-api-key + x-client-code) for SaaS-console traffic, or scoped tokens for LAIE and admin surfaces. Full reference is available in the API documentation.