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Client Portal Software

Interact, collaborate, and manage projects with your clients from one dashboard.

SIMPLE

client-portal-software

WHITE LABEL

All You Need In One Client Portal

1

Make Requests

No more emails - just simple request messages.

2

Book Meetings

Schedule meetings directly from the client portal.

3

Manage Documents

All the assets you need in one place.

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Client Portal Demo

Explore ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.

Proposals

Create proposals with e-signing and send a URL to the client to sign.

Contracts

Create contracts with e-signing and send a URL to the client to sign.

Invoices 

Create once-off and recurring invoices in under 5 minutes.

Tasks

Manage projects with ease. Like Trello + Notion having a baby.

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

All you need to manage each client, in one simple dashboard.

Client Onboarding

Send a URL to your client to get their information.

Time Tracking

Track your time per task to ensure you're profitable.

Calendar Dashboard

Clean calendar dashboard to get a bird's eye view of events/tasks.

Get Started in 3 Steps

2

Activate Client Portal & Send Invite

Add your client, and activate their portal.

1

Create A Free Account

Enjoy free access for 7 days.

3

Collab & Enjoy

All you need in one client portal.

Onboard & manage your clients with ease.

Take control of your business. Save time and money - and actually enjoy the process, with ClientManager.

GET STARTED TODAY

Frequently Asked Questions About Client Portal

  • No 🙂 it's included in all plans.

  • Very soon - yes 🙂 you'll be able to add your own logo and URL.

  • No, that's different. The dashboard is an overview of your business/team. The client portal is relating to your client.

  • Check our demos on YouTube and contact support if you need help 🙂

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