Is there anyone here that uses ActiveCampaign as their CRM in addition to another app for their client-facing portal?
We are trying to find a software that will create a client portal for us - a place where our counselors and admin team can display a timeline, appropriate resources and documents along with an invoicing/time tracking system. We work in educational consulting, but don’t necessarily like the options out there available to us (College Planner Pro, GuidedPath) as they don’t interact with other apps (specifically ActiveCampaign & Calendly).
Anyone have any companies/softwares that they use for a portal? Would love to hear your thoughts!