Let your clients easily access their files, invoices, reports, and all projects and tasks communication in one unified place.
Delight your clients and improve retention.
14 days free trial, no credit card required.
Impress your clients with a client area that feels like your own app.
Use your own branding and domain name
Create onboarding screens
Create custom menus (Coming soon)
Manage all your clients in one place:
Get an overview of all your clients, their ongoing projects, and their details.
Invite clients and their team members
Add tags, edit client information, send announcements
Assign an account manager to each client
Share files and invoices:
Your clients can now easily access their project deliverables, upload new files, and access their invoices at all times.
Let clients upload their files (branding assets)
Let clients find their request deliverables easily
Clients can access their invoices at all times
Embed dashboards and reports:
Easily show results or project planning to your clients by embedding reports and dashboards to their portal.
Share Google Data Studio
Embed anything with iframes (soon)