---
title: The Client Portal | Vectify
description: The Vectify client portal gives sales reps a view of conversations and pipeline, with role-based visibility into channel activity and results for admins.
url: https://www.vectify.io/the-portal
---

# Clear visibility. For everyone involved.

Role-based access gives your sales reps a complete view of their conversations and pipeline. Admins can see our activity, their team's activity and the overall results, so it's clear what's being done and what it delivers.

This illustrative walkthrough shows campaigns, conversations and pipeline. The client portal has additional tabs, with views determined by each user's role.

### One channel. The right view for each role.

Sales reps need the context to follow up and manage their pipeline. Admins need visibility into our work, their team's activity and the overall output. Role-based access gives each group the view they need.

## Clarity for your reps. Transparency for your business.

**Conversations with context**

Your reps get a 360-degree view of each opportunity and the contact we've had, so they have the context before following up.

**A complete pipeline view**

Reps can update pipeline stages, add notes, assign opportunities and set follow-ups. They can use the portal as their outbound CRM.

**Follow-up in one place**

Positive replies are tagged, and your team receives an email notification. They can open the conversation and respond directly in the portal.

**Visibility into our work**

Admins can see campaign activity and understand the work going into the channel.

**Visibility across your team**

Your reps' activity and pipeline give admins a view of how the team is handling the conversations generated by outreach.

**Results in context**

Admins can view meetings, signups, purchases and revenue alongside campaign and rep activity. Signup and revenue dashboards use data supplied by your team through our secure SFTP transfer setup.

## Use the portal, or keep your own CRM.

Your reps can manage their outbound pipeline in our portal. If you prefer your existing CRM, we can integrate with most CRM systems and push the relevant information into your team's workflow.

## Let's design your outbound channel.

In a 30–45 minute call, we'll assess whether outbound fits your business and discuss how the channel could work around your offer, market and sales process.

[Design your outbound](https://tidycal.com/floris2/vectify-discovery-call) [View pricing](https://www.vectify.io/pricing)