Dojo360 Native
Customer & Partner Portals
Branded portals where customers and partners check status and upload documents themselves.
On its own
Portals over your native pipeline, documents and payments. Requires Revenue Pipeline.
Alongside your systems
Shows status from your CRM or help desk, and sends uploads back where the connector allows it.
Sync: Varies by connector. Your connected app stays the system of record.
Notes and limits
- Portal users only see records shared with them.