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Buyer Self-Service Portal

Give Buyers a Self-Service Portal

Give every buyer a secure, self-service home for everything they've bought from you.

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Give Buyers a Self-Service Portal
Feature Why it matters

Secure Magic-Link Access

PORTAL POPULAR

Let invited buyer users access the portal securely through one-time magic-link authentication.

Buyers get in with one click, with no password to manage or reset for either side.

Portal User Management

PORTAL

Invite buyer users and manage their access separately from internal backoffice users.

Buyer teams manage their own users, so you're not the one handling access requests for every new hire.

Lead Search & Detail

PORTAL POPULAR

Allow buyers to search their delivered leads and inspect their fields, delivery status, and activity.

Buyers find and inspect their own leads instantly, instead of emailing your team for a spreadsheet.

Lead Export

PORTAL

Allow buyers to export their delivered leads directly from the portal.

Buyers pull their own data into their tools whenever they need it, without waiting on a request.

Buyer Outcome Reporting

PORTAL

Let buyers report and review lead outcomes directly from the portal.

Outcomes flow back to you directly from the portal, without chasing buyers for status updates.

Portal Reporting

PORTAL

Give buyers access to delivery, revenue, vertical, and outcome reports.

Buyers get their own reporting without needing to ask your team for a spreadsheet every time.

Buyer Delivery Settings

PORTAL ADVANCED

Allow buyers to view and manage their available delivery preferences from the portal.

Buyers adjust their own delivery preferences directly, cutting out a support ticket for every small change.

Wallet & Balance Visibility

PORTAL

Display the buyer's available balance and wallet information directly in the portal.

Buyers always know exactly where their balance stands, with no surprise invoices or billing confusion.

Payments via Client Portal

PORTAL POPULAR

Enable clients to pay directly through the portal with Stripe for a seamless and secure payment flow.

Buyers top up and pay on their own schedule, cutting down on billing back-and-forth and delivery interruptions.

Multilingual Portal

PORTAL

Provide the buyer portal in multiple languages with a user-selectable locale.

International buyers get a portal in their own language, removing a real barrier to adoption.

Ready to Scale Lead Distribution with Full Control?

Vertikl helps you route faster, recover unsold leads, and automate buyer delivery logic so your team can increase revenue per lead with less manual work.

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Keep exploring

The other feature areas

Capture, Validate & Enrich Leads Bring every lead in clean, verified and enriched. Manage Partners, Sources & Campaigns Centralize every source, partner and campaign. Route and Sell Every Lead Match, prioritize and resell leads to the right buyers. Manage Buyers & Orders Buyer accounts and orders, configured how you sell. Deliver Leads Anywhere Ping-post, webhooks, sheets, email, SMS and custom APIs. Track Buyer Outcomes & Revenue Close the loop between what you sell and what it's worth. Automate Your Lead Operations Automate repetitive work with rules, AI and guided setup. Report on Every Part of Your Business Full visibility into performance across your operation. Scale Securely and Stay in Control Isolated infrastructure and full compliance, built in.