Client Portal Software

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 Sales Opportunities
- Invoicing & Estimates
- 100 Contacts & Organizations
- Payment & Expense Tracking
- Calendar
- Chat
- 1 Knowledge Base
- Mind Maps
- iOS & Android Apps
billed yearly per team / month
billed monthly
- Everything in Free +
- Client Portal
- Unlimited Contacts and Organizations
- Recurring Tasks & Invoices
- Project Portfolio
- 3 Project Templates
- Shared Calendars
- Lead Capture Forms
- Online Payment Integrations
- Group Chat
- Time Tracking
- Custom Lists
- Email Integration
- API and Webhooks
billed yearly per team / month
billed monthly
- Everything in Team +
- Unlimited Automations
- Unlimited Sales Pipelines
- Unlimited Custom Fields
- Time Billing
- Profit and Loss (P&L)
- Project Cash Flow Forecast
- Advanced Client Portal
- Telephony Integration
- Click and Open Tracking for Emails
- Unlimited Agile Projects
- Subtasks
- Duplicate Management
- External Knowledge Base
billed yearly per team / month
billed monthly
- Everything in Business +
- Unlimited Account Admins
- External User Roles
- Change History
- Advanced Reports
- Unlimited Businesses for Financial Management
- Budgeting
- 20 Project Templates
- Unlimited Knowledge Bases
- Unlimited Custom Lists
- Custom Logo
billed yearly per team / month
billed monthly
- Everything in Professional +
- Unlimited Project Templates
- Unlimited Business Processes
- Unlimited External Users
- White-label Options
- Custom Domain
- IP Whitelist
- Formula Fields
- Onboarding Training Workshop
- Dedicated Success Manager