Keep track of exactly where your project is at any time
Get an at-a-glance view of your entire project and see what’s been completed, what’s currently being worked on, and what’s coming in the future.
Check out some of our most popular features in Client Portal.
Get an at-a-glance view of your entire project and see what’s been completed, what’s currently being worked on, and what’s coming in the future.
Your clients can mark modules as complete as they go and you’ll get an email notification every time so you never miss a thing.
Each portal can be individually branded with just a few clicks so you can impress your client by giving them their own branded portal – and it’ll only have taken you a few minutes to set up. Cue extra brownie points for you!
Every client can have as many portals as they need assigned to them. They’ll be able to easily view all past and present projects from a beautiful dashboard.
By default, WordPress will generate a public link for your files so anyone who has that link can use it - logged in or not. With Client Portal, we use virtual URL’s to ensure only the people you choose can view your files.
Our custom designed content pages can be used with Client Portal for you to embed videos, iframes, or even just plain ol’ text and images.
All portals are private by default, but you also have the option to create public portals which can be viewed by anyone. Great for things like support documentation, or a resources page on your website.
Take the headache out of project management and have a simple way to store your deliverables on your WordPress website.
“a beautiful, simple interface, which has made onboarding of me as a success coach a very pleasant experience.”