I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.
–Anthony Wallace
Client Portal is a WordPress plugin that gives each of your clients a branded place for their files, links and updates. See why our customers love us.
I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.
–Anthony Wallace
I've finally installed Client Portal on my website, and I have to tell you, I squealed and fist-pumped when my branded colors and logo first appeared on the portal page!
–Toni W.
Your platform is dead simple, easy to customize, and beautiful on mobile. It allowed us to launch our new client dashboard 3 weeks ahead of schedule!
–Richard Walsh
Thank you very much for this nice plugin, I have searched for a long time to find something like this.
I absolutely can say that the moment I downloaded Client Portal I felt that I was receiving value. The installation was seamless and I came to many ideas on how to use it. Using the content pages I was able to integrate video conference booking and support tickets via shortcode to the portal, giving the perfect project customer journey to my clients.
I will use it for my consulting and agency clients. It's a sales tool as much as a project management tool as it shows prospects that I'm organised. I shared it with a potential client yesterday and she said that she spent a lot of time on a business case for building the exact same features on their website from scratch.
I needed a way to level up my client service process and keep things organized. I looked at the larger CRMs but then found that Client Portal was not only affordable but an amazing interface with the features I need. I also love that Client Portal is continuously improving.
I've gone through a bunch of options for client portals with WP, and I'm pretty sure this is now the winner.
Client Portal makes me look bigger and more professional than I actually am!
Super stoked to be on board! I bought the unlimited site license. Gosh, I've been dreaming of this plugin for a loooong time. And it's just perfect timing because I'm redoing all of my processes and websites.
In my role as people and business transformer, I've found that Client Portal is a great way of sharing information within a project. It is easy to use and my clients really like the professional look and feel. I can save time and share all kind of information, protocols and programmes on the portal. Would not want to miss it.
I finally purchased it, and within days of using it, I had a few project templates created, went live with it, and clients absolutely love it! But I love it the most, because it keeps them on track, keeps everyone organized, and it is so easy to use. I should have purchased it much sooner!
Thanks so much for creating such an awesome plugin. It has truly made my work ten times easier, and all my clients have been so impressed with their dashboards. They enjoy using them and it has helped them stay so much more on-task with everything!
I've been using Client Portal with my clients for a while now and I LOVE it! My clients frequently tell me how much they love having their own portal. Client Portal lets me offer a truly personalized experience for each client, which helps me stand out in my industry, and it's so easy to use.
This is my first day getting this set up and I am very pleased with the ease and simplicity of the tool. I like that it's structured and there are not a lot of custom fields that I could configure. This helps keep conversations focused both with my internal team and with my customers.
Client Portal is simply fantastic. Once installed and tested, it was excellent. The platform is highly customizable. It will be a plus for my business.
Amazing support! I've now got Client Portal up and running on my 2 sites.
Client Portal and Project Pack - game changers!
I am really falling in love with Client Portal. I have needed something simple like this for clients. LOVE the digest you added. And the reminder notifications are the icing on the cake for me. That is a big piece of my client puzzle solved for me.
I'm excited to stick with Client Portal and get it to do all the ideas I have in my head about client work. I signed up for Dubsado but never even looked at it! I'm really pleased to see all of the recent updates and energy around Client Portal - it just renews my faith in it and my original decision to buy it.
Client Portal is awesome and my team uses it every day to communicate project information with our clients. Thanks for all the hard work. Outside of the plugins that we use to actually build websites in WordPress, this is probably the most-used plugin we have, and it has made client communication so much easier.
Client Portal is an excellent tool to use. It takes the hassle out of constantly thinking "did I forget something?" when onboarding a new client, not to mention it saves time and mitigates frustration during the project.
I am so glad I found your product and that it is very flexible ❤️ It will help me as a small freelancer, then agency and possibly selling online courses in the future without spending a lot of money on other platforms. Thanks for developing this!
This is great. It is exactly what I need. Our projects have quite a few steps and they last a long time. Clients ask the same questions, over and over again. It's going to allow us to answer client questions, without having to spend so much time doing it.
Excellent system, simple to use and highly adaptable. Support has been second to none as well. I would highly recommend.
I LOVE Client Portal. I'm going to be able to provide a level of service that I'd just not be able to provide otherwise.
We've been using the plugin since 2018 and this week due to pass 900 active portals for our users. This has made things so much easier to handle regarding client management, and to have the system designed to how we use things!
I now know where everything is and feel so much more in control. Seeing the default portal showed me where I was still missing steps in my process, too. Using Client Portal made me feel like I could finally call myself a professional!
I truly appreciate Client Portal for its functionality, reliability, and consistency over the years! I always rest assured that there will be thoughtful, useful enhancements that are well-designed and easy to implement, without disrupting the essence of the product.
I started setting up my first portal and I have to say: wow! This is so cool. I can't believe how easy it is to add, change, and remove sections on the backend. And WOAH does that front end look professional.
This tweet literally saved me thousands of $ in dev cost. I was going to build something like this from scratch.
CP is the most amazing thing I have ever seen. It allows my clients to have all of their marketing assets in one place. This includes files, pics, logos, and links. I set the portal up in just a couple of days.
I am loving Client Portal. I'm building an employee portal and I just got to the point where I can open it up to employees for a couple of required trainings! Whoop Whoop!!! And the few employees that have registered and gone through the trainings so far, well, they are beyond impressed with the site!
Thank you for the great tool - we were able to introduce it quickly for one of our customers and the settings are so easy to use. The simple handling - on the admin and user side - helps to ensure that the portal quickly brings benefits.
I LOVE CLIENT PORTAL -- makes me look super organized (finally).
Gotta say, thrilled with the product (so simple and lightweight, oo la-la).
I've tried so many solutions and realized how right you were that using something that did everything only "sort of well" was pointless...but buying something that integrates the systems I already have is the perfect solution!
Thanks for creating this tool. I think it's about to be a game-changer for my business. I'm starting a new client project on Monday and I can already feel the impact this will have on my business and life.
I’m a graphic designer and developer with my own business, and Client Portal has seriously been such a huge help to my business! Each client has totally loved using it, and it’s made things so much easier for them and for me!
As a content person who can find her way around existing HTML but can't design her way out of a box, this portal is perfect!
I love Client Portal. Her customer service is phenomenal, too!
Client Portal is one of my top 3 tools this year. I can't recommend it enough.
I recently purchased a single-site license and my clients are loving it so much they want me to set up more Client Portals. I need to upgrade my subscription to the Multi-site license!
I've created a few portals and sent them to three clients so far. The first to try it out LOVED it. She's working with a second company right now to publish another book and said this one is so much easier to navigate.
The more I use the portal the more I love it. I'm not a coder or IT guy, but I like to customise things to my liking. Your support team is incredible. You've always helped out when I need coding or to tweak something.
I haven't yet implemented Client Portal. I am ALREADY crazy in love with it (and with all the improvements you're adding to it).
I want to say that my first days figuring out how I am going to use Client Portal have been impressive so far. I feel I can build a nice experience for my clients with all the features inside. I am glad I came across your product 🙂
Not only did I purchase Client Portal, but I ABSOLUTELY LOVE IT!!! It's the perfect solution that I was looking for, and the ease of use, the beauty of the layout, and the flexibility of the software combine to make it the perfect solution.
What absolutely fantastic plugin. Simple but effective! Once I installed it and started trialing it, I was left with the "Why didn't I think of this" feeling haha!
I've been struggling with organizing information with my clients and THIS is exactly what I need.
I'm really loving Client Portal and its elegant simplicity. It's helping me get organized!
I just want to say that we love the Client Portal platform and are very close to successfully applying our insurance brokerage business to the platform. So well done on creating this platform!!
I really do love this portal. The more I play with it, the more I find useful things to do. It is perfect that there is no long onboarding experience for clients too!
I wish I had found Client Portal years ago while running a design agency. This is a great tool to help your design agency, or any business that works with clients, manage your client experience.
Client Portal is fantastic, and I am so glad with my decision to buy it.
I'd like to thank you for developing this plugin. I've demoed countless client portal solutions, and this is the only software that met my needs in an affordable way.
Thank you for creating Client Portal! I wish I had this YEARS ago. Everything looks beautiful and has been a breeze to set up. The minimalistic design and options are perfect for what I do!!
The whole client portal and the Project Pack has already saved me so much time and boosted my confidence as I begin my own consulting journey.
Love it as the single source of truth for client. My client told me they feel safe.
This kind of customer service is REALLY RARE these days, and I thoroughly appreciate it.
This is a spectacular example of customer service and I really appreciate the lengths you've gone to assist me. Thank you again for your amazing support.
Client Portal is great. The incremental improvements over the past few years has been excellent. It helps me keep all of the client's "stuff" in one place.
I am so happy with Client Portal!! It's working awesomely for what I need, and for the price it's an A+ app. Thanks for being so responsive and continuing to improve with your ideas!!
Laura has revealed a common struggle freelancers have: onboarding new clients. With Client Portal you can organise your onboarding and deliverables in a professional way.
I'm glad to know the product is actively being supported and suggestions are welcomed. It makes me even more glad I made the purchase of Client Portal.
I am a digital strategist and GDPR consultant. Client Portal is perfect to deliver the core 10-15 documents required to be GDPR compliant. I love Client Portal.
I recently purchased Client Portal. Crazy good deal and I am loving LOVING it. Great product that I am so excited to have, and great customer service!
I just love this app and it was perfect for my business. I'm so happy you built this!
The set up has been a breeze and I'm really happy that I made the purchase.
Great product with quick and friendly support!
I am loving Client Portal!! My clients are so impressed with how organized the content is and how easy it is to navigate. Thank you!
Just finished implementing the portal. Freaking awesome! Love it, don't know how I survived without it. Congrats on a great product!
One of the clients I have set up already loves it so much. This is really great software. I wish I had known about it much earlier.
It's freaking awesome! I wasted a whole day yesterday playing with it - whoops! Looking forward to future updates and new features ❤️.
I love this product! It's a huge new asset to our business.
You made the vision of a client portal happen with much ease and I have thoroughly enjoyed using it to work with our clients – for that I am grateful!
Overall the Client Portal experience has been super. I love how organized it's helping me become.
Amazing! You have no idea how long I've been searching for this exact thing. I was just about to take up a coding course to build it myself haha 😉
I need a user-friendly way to provide project details to clients. I'm particularly attracted to Client Portal because of how customisable it is and also that it isn't difficult for clients to use.
I LOVE Client Portal. My boss actually purchased it after I watched the demo video! We're already implementing it and love it!
One of the reasons why we like Client Portal so much is that it sets the foundation for a better experience, both from our perspective and the client's side.
I came across your software and fell in love with it. It's EXACTLY what I have been looking for.
Client Portal is a great plugin, one that can scale easily based on your client base growth. The customer support is awesome.
The sheer flexibility of your portal system saved us. I can give clients a portal button that shows just one view of that Airtable. As I plan their events, clients are able to follow along and see updates in real time.
Thank you for a wonderful plugin. It is brilliant!!
I love that you've stripped away all the aspects of WordPress authenticated user interface I hate.
I have been using Client Portal with some of my customers and they absolutely love it! I was hesitant at first because I'm not really in the creative or design industry. I make business plans, financial projections, cost accounting and stuff like that, and it has worked like a charm.
As a business development coach, using Client Portal has allowed me to create an incredible private client experience.
Client Portal is the perfect tool I've needed to get everything systematized for my clients and internally.
I just wanted to thank you for developing this. It's been a lifesaver and the missing link for our creative agency.
The plugin is exceptional, and whenever we have had a question or issue, the support has been excellent and quick.
Client Portal is great! Super simple, but it's really helping me streamline my process and most of all get clients comfortable and understanding of the scope vs budget. This helps stop scope creep.
Clients LOVE that, as does our Creative Director who is a technophobe.
Your program is nothing short of BRILLIANT! It fits our company like a glove. We are a commercial mortgage broker, and your program will allow us to completely customize our client's experience from lead to post-funding.
I just wanted to say how much I absolutely love Client Portal and I can't wait to share it with others!
Thank you for making such an AMAZING plugin. This is so valuable to me and I'm glad that minds like yours exist!
I purchased yesterday and this is definitely the tool I've been looking for for, oh... 5+ years? So, thank you!
This product is fantastic, it's going to change the game for how we do business. Wish I found it years ago!
I just upgraded to lifetime! I'm loving your plugin… my clients love it and my offers got a "luxurious" feel now 🤩
What a freaking amazing plugin!
I've been blown away so far and am really excited to get this out to my clients.
Client Portal is awesome! I'm going back through my current setup and revamping it to make it even easier to use.
Client Portal is awesome! I love how customizable it is for each project, even when I started with a template. It feels so professional to give clients a login to their info and they like how easy it is to get their files and share files with me. No more email adjusting file sizes, just upload full-res files and give clients a login to download.
Great technical support, and the plugin/client portal is a great product. 10/10!
I've been using Client Portal for about a year. Client Portal does one thing really well, which is managing all the documents and invoices I create when I work on client projects.
I've implemented Client Portal for a few diverse projects and retainer clients, and it's made such a difference in terms of value-add and keeping everything organized.
I've been using Client Portal since 2020 and it has become a vital part of my practice. The portal is fantastic and helps me deliver a consistent client facing experience.
Take the headache out of project management with a simple way to store your deliverables on your WordPress website.
Get Client Portal
“…a simple masterpiece!”
— Ken Westgaard