Client Portal Projects can be complicated. No matter what kind of projects you’re working on, when working with clients, you’ll know the headache of keeping track of projects and deliveries.
Most of the files you send will probably be sent by email. These can be quickly integrated into both your inbox and that of your customers. Maybe you need to review the proposal you submitted 6 months ago to verify coverage, or maybe your client needs a Google Doc with a preliminary copy completed weeks ago.
Client Portal is a super simple and lightweight WordPress plugin that you can use on your website today to allow your clients to follow the project and access all the files whenever they want.
Finding a project management software that does all of this right (and the keyword here is good) is next to impossible. Trello is better for lists, GoogleDocs wins when it comes to collaborating on documents. Like it or not, Slack is where everyone is when it comes to team talk.
Why would you want a complex project management tool that tries to do all of this but doesn’t do it at the same time? Not only that, customers had to use it due to its steep learning curve and eventually started reverting to old email.
Then you pay $ 99 a month for something you just use. And you end up spending a lot of time restoring each document in your project management software.
Simply put, this is why I created the Customer Portal. The Client Portal is a beautiful dashboard (located on your website) to keep all your project assets in one place. You can work with the tools you already love, in the way you choose, and give your clients a great experience along the way.
The Customer Portal fills the gap between the professional sentiment “Hey, this person did this before” for their clients and not being limited by all-in-one (and often lower-level) tools.
Give your customers space on your website to find what they need
Secure and private login for each client.
Make it easy for both you and your client to follow the project and find everything they need in an instant.
Fits your unique workflow
Whether you are a copywriter, designer, developer or more, add or remove as many modules as you want, you can get results that work for your projects.
Add materials to your project by securely uploading files, linking to a URL, or using our specially designed content pages.
Customer portal modules
Branding that looks like an extension of your website
The super simple and clean design makes it super easy to bookmark and fits perfectly with any website template. No one will know that you have not done it yourself.
Keep micromanaging customers away
Don’t let your customers across borders. Put your available hours and preferred communication method where they can see them and stop those texting or instant messages after hours.
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