Proposals
See the scope, the line items, the totals and the dates, and accept or decline the proposal.
Client portal
A portal where each client sees and manages what you share with them
Each contact you give access to enters a portal linked to their client to review proposals, projects, invoices, and requests. They see only what your team shares.
Animation of the client’s space: they see what they owe, open the outstanding invoice, and then a recorded payment brings the balance down in front of them.
The portal shows the client their balance, proposals, invoices, projects, and contact options.
What your client can do without emailing you.
Invoices
Check the line items, the status, the balance and the PDF of every invoice you shared.
Projects
See how their work is going without having to ask you for an update.
Support
Open a request, review public replies, and attach files to the conversation.
Account
Change their contact details and their password.
Notifications
See their notifications and mark them as read.
Access for each client
Each account is linked to one client.
The account belongs to one client. It only shows shared information; internal notes, other clients, and the team workspace remain private.
More on how we look after your data →Internal team workspace
Information available in the portal
Portal · one client only
Give your client something better than an email thread.
Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide
With online signup, monthly plans begin with a 14-day trial. The trial is not a demo.