Client portal software for project-based businesses

A folder stores files. It cannot tell a client where the project stands, cannot record that they approved something, and cannot stop them from opening the folder next door. A client portal does all three: project status the client checks whenever they like, decisions logged with a name and a date, and access set per project so clients see their own work and nothing else.

Guest access lets a client into the tool your team works in. They see your board, your task names and your internal back and forth, and your first meeting goes on explaining how the tool works instead of how the project is going. A client portal works the other way around. Your team keeps its own workspace, and the client gets a view built for them: progress, documents, and the decisions waiting on them, in your branding rather than the software vendor's. Access is set per project, so nothing internal leaks by accident.

Yes, and that is the design brief. Clients get one email with a link, one screen and no manual. There is nothing for them to install and nothing to configure. The learning curve sits with your team, not with your clients.

They still get the message. Every update, document and decision request also goes out by email in your branding, with a link straight back into the client portal. Clients who prefer email keep getting email. What changes is that the answer now lives in one place, so the next person who asks can look it up instead of asking you.

Yes. Your logo, your colours, and a branded app your clients can install on their phone. The emails and notifications they receive carry your brand too, so the whole thing reads as an extension of your company rather than as software you bought.

Every decision is stored with who confirmed it and when. On top of that, every action by every user is logged, and that log is one record both you and your client can open. Neither side can quietly change it afterwards. It will not stop a disagreement from starting, but it ends one a lot faster.

Pricing is based on the number of active projects (or units if you have the multi-unit add-on) - not per user. You shouldn’t have to think twice about who gets access. For a project to run smoothly, everyone involved should be in the loop. Check our pricing page for more details.

Absolutely. We’ll even help you set it up. Book a demo and we’ll get you started.

No. Inviting clients is free, however many you invite. Pricing is based on active projects, not on how many clients sit in them, so the cost does not move when a project has two clients or twenty. Full details on our pricing page.

You take it with you. When a contract ends you get a complete export of all your data and documents, in formats other systems can read. GDPR deletion and portability rights are honoured in full, and our own team cannot open your data unless you grant access from inside your account.