A Client Portal That’s Easy to Use

Start connecting and collaborating with your customers through the client portal.

A 24/7 web portal for customers for sharing documents, content, billing and more.

Products » Compare » Client Portal

A Portal Your Clients Can Access

The Client Portal provides your clients access to their own projects, contracts, services and account in order to improve transparency and help clients help themselves. It offers your clients on-demand access for the services you do for them.

A Portal Your Clients Can Access

Track Projects in Real-Time

The portal allows clients and other external stakeholders to log in securely and see the components and open tasks on projects. This gives your clients the transparency they want to see how the budget is being utilized.

Make Issue Requests

Give clients a 24/7 self-serve access portal for raising their own issues or service requests. They'll be able to track issues and projects that are already in progress, including selected file notes, emails and documents, and they’ll also be able to request a task to be taken care of. This allows for easy collaboration and transparency with your clients.

Review Selected Documents

Review Selected Documents

Through the extranet, you can allow clients to view selected documents, such as project plans or contracts, building a sense of cooperation and transparency, providing an easy way to interact with your clients and share documents without having to send emails.

Sign-Off Module

Automatically get notifications by email of any interaction your clients make, including sign offs or approvals, or if they provide feedback for the project. You're able to collaborate with your clients every step of the way.

Sign-Off Module
Fine-Grained Permissions

Fine-Grained Permissions

You’ll be able to customize exactly what’s available for your clients to see in the portal. The portal permissions are flexible and make it easy to match your business needs.

Securely Share Files & Attachments

When a client creates an attachment, it’ll automatically be stored to the sale, project, issue, etc. Your clients can easily upload revisions or large documents and have them stored in their client portal account

Securely Share Files & Attachments
Billing Histories & Online Payment

Billing Histories & Online Payment

You and your clients will have a record of their service billings, fulfillments and payments making it easy for your clients to keep track of the billing history.

Customize the look and feel of your client portal

Lets your clients interact with your business as an easily recognizable brand by customizing what your clients see when they first log into your portal. Choose your text and link colors, logo, background image, title, subtitle, welcome message, etc.

Customize the look and feel of your client portal