When you setup a Portal you will see that it comes out-of-the box with Modules for things like messaging, file-sharing, billing, etc. But sometimes, you might prefer to connect products that you already use. For example, you might already be using Google Forms for surveys or ClickUp for project tracking. With Extensions, you can add custom sidebar items and embed the products you already use. This makes it possible to provide an experience to your clients where everything is truly centralized in one place.

Global Extensions

Global Extensions are Extensions that show up for all of your clients. For example, if you want to give all of your clients the ability to submit support tickets or schedule meetings, it's better to use a Global Extension. Global extensions can be setup once and automatically show to all existing and new clients you add in your CRM.

Global Extension setup

You can set up a Global Extensions on the Settings/Extensions page. Note that Global Extensions only show up on the sidebar for clients. If you want to see what the client experience looks like, we recommend that you create a test client user.

Local Extensions

Local Extensions are intended for products where every client needs to see something different. For example, if each client should see a different project tracking chart or a different dashboard, you would connect a local extension.

Local Extension setup

You can set up a Local Extensions on the Settings/Extensions page. After you create a Local Extension, the Extension will show up in your sidebar and each client will have their own extension channel. In each of these extension channels, you can click the Connect button to embed the product you want to show.

Examples

You can see our library of Extension examples here or scroll down to see some of the most popular setups.

Project tracking with Airtable
SEO Analytics with Semrush
Scheduling with Calendly