Client Portal
Your clients sign in to see what you share with them, under your name.
A place of their own for each of your clients
What it does today
- Invite a client by email; they choose their own password
- The projects you share, with boards, selections to approve and schedules
- Quotes and invoices in one place
- Your name and color on every page
- To add it
- Comes with Clients and Leads.
- Works with
- Clients and Leads, Projects
- Part of
- A ready-made hub
Questions
What does Client Portal do?
Your clients sign in to see what you share with them, under your name.
How do I add Client Portal?
It comes with Clients and Leads.
What does Client Portal work with?
It shares one hub with Clients and Leads and Projects, so nothing is typed twice.
How does a client sign in?
You invite them by email, and they choose their own password. Every page carries your name and color.
Start your hub free.
Presto and your library are free; add Client Portal from inside your hub.