Set yourself apart from other freelancers or agencies and give your clients a professional, organised experience. Client Portal integrates with WordPress to help you manage your client projects… without the bulky project management software.
Demo: https://bit.ly/3AFTR3X
Professionalize your projects (and impress your clients) with a beautiful, centralized client portal.
If you work with clients, you’ll love Client Portal
* These are just a few examples of industries that benefit from having a dedicated client portal. Don’t see your industry here? No worries! If you work with clients or customers, Client Portal can work for you.
“I love it when a client asks for a file I’ve already sent three times.” —No one, ever.
Projects can get messy.
No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables.
Most files you send will be emailed across. These can quickly meet a tragic fate: inbox burial. Never to be seen again.
Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google Doc with the draft copy that was completed weeks ago.
Introducing…
The perfect portal for your clients
Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today (no developer needed!) to allow your clients to keep track of the project and give them access to all files at any time.
No more “Can you send me our logo? I’ve lost it again!” requests.
Portals for your clients that look great, run smoothly, and professionalize your projects
Check out these sample portals to see how the magic happens.
- Agency
- Schools
- Law Firm
- Accounting
- Coaching
Unlimited portals per clientGet a lot of repeat work? Nice one! You can have a different portal for every project type and your client can have as many portals as they need.
Organize your projectsClients aren’t always the most organized – but you can be! Keep everything all invoices, receipts, paperwork, and deliverables together.
Keep clients in the loopLet your clients know when the portal has been updated with notifications. You can also receive notifications when a client has made a change.
Getting set up is as easy as 1, 2, 3
No experience in tech? No problem. Anyone can set up a professional portal in minutes. Here’s how it works:
- Create your portalUse a template or create your own. Tweak branding elements like colors, fonts, and logos.
- Add your deliverablesAdd any links, files, or information your client needs to the modules.
- Give your clients accessAdd your clients to their brand spanking new portal (or let them register themselves)
- …now sit back and bask in your quiet inboxAaaahhh…
