Software de portal de clientes
Invite your clients and contractors by email or a link and determine what they should exactly see at the client portal software. Use flexible permissions to build a secure digital hub for all customer information. Your clients will get quick access to only the data and fields you appoint to them.
Enable your clients to see what your team is working on at the moment. Let your customers create new tasks for your team or use client portal software to assign tasks to freelancers, vendors or contractors.
Provide your clients and external stakeholders with a 360-degree view of their own projects — tasks in progress, current stage and status, comments and requirements, documents and files, payments and expenses. Let your clients participate in shaping the best product for their unique needs.
Explore Our Pricing Tiers
- Unlimited Projects & Tasks
- Unlimited Contacts
- Invoicing & Online Payments
- Expense Tracking
- 1 Project Template
- 1 Knowledge Base
- All features from previous plans, plus:
- Client Portal
- 3 Project Templates
- 2 Knowledge Bases
- Task Automation
- API and Webhooks
- Email Integration
- Time Tracking
- CRM Automation
- All features from previous plans, plus:
- Custom Fields
- Time Billing
- Task Automation
- Click & Open Tracking for Email
- Telephony Integration
- Mailchimp Integration
- Advanced Reports
- All features from previous plans, plus:
- 20 Project Templates
- Unlimited Knowledge Bases
- Change History
- Advanced Reports
- Custom Logo
- Report: Project Cash Flow Forecast
- Additional Transactions Reports
- External User Roles
- User Roles
- All features from previous plans, plus:
- Formula Fields
- Custom Domain
- Unlimited External Users
- IP Whitelist