RevOps retainer client portal
A client portal where a RevOps consultancy runs pipeline reviews, CRM change decisions, the monthly review and the forecast note with a client.
- Industry
- Technology-Oriented Consulting
- Team
- Client services, Sales
- Use case
- Client portals, CRM and sales
- Tags
- Client reporting Approval workflow
- Includes
- 4 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Pipeline review pack
Page · Embedded on site route /pipeline/review · Requires sign-in
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CRM change acceptance record
Page · Embedded on site route /changes/record · Requires sign-in
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Monthly retainer review
Page · Embedded on site route /monthly · Requires sign-in
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Forecast note
Page · Embedded on site route /pipeline/forecast · Requires sign-in
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Dashboards
App · Client routes: /, /changes, /changes/record, /monthly, /onboarding, /pipeline, /pipeline/forecast, /pipeline/review; seller team routes: /team · Requires sign-in
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Tasks
App · Client routes: /changes · Requires sign-in
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Project Chat
App · Client routes: /changes · Requires sign-in
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Forms
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for RevOps consultancies on managed retainers. A sticky top bar with a status strip leads the client from the decisions waiting on them to the pipeline overview, the fortnightly review pack and forecast note, the CRM change board and acceptance record, the monthly retainer review, files and file requests, and onboarding. Each document points back to the pipeline record it reads. The consultancy keeps a separate team workspace for administration.
- Home with decisions waiting on the client, key dates and live pipeline blocks
- Pipeline overview with live stage, movement and ageing charts
- Review pack and forecast note shared as FuseBase pages
- CRM change board with tasks and project chat
- Change acceptance record with approval gates
- Monthly retainer review with live KPI blocks
- Files, forms and file requests
- Onboarding checklist for the retainer
- Consultancy-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo home page and follow the decisions list, key dates and pipeline blocks.
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Map your retainer rhythm
Decide which review packs, change decisions and monthly reviews your clients should find in one place.
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Plan client access
In the linked Site only the home page opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does RevOps retainer client portal help me do?
It gives a RevOps client one place for the fortnightly pipeline review, the forecast note, CRM change decisions and the monthly retainer review, with live pipeline blocks next to each document.
Which documents are included?
Four shared FuseBase pages: the pipeline review pack, the forecast note, the CRM change acceptance record and the monthly retainer review. Each opens on its own page inside the portal.
How are CRM change decisions handled?
The Changes page combines a Tasks board with Project Chat, and the acceptance record page shows each change with its approval gates.
Who is this template designed for?
RevOps and CRM consultancies on managed retainers, for client services and sales teams reviewing pipeline with a client sales leader.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the pipeline, changes, monthly review, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.