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Empower all your clients with a Customized Professional Portal
Secure Client Portal Software
A secure portal designed to meet all your clients' needs, including document management, invoicing, meeting scheduling, and project status updates. Clients can reach out to you directly through the portal, eliminating the need for calls or emails. This creates an experience that encourages clients to return. It’s easy to set up in just a few minutes: with one login, everything is accessible.
What is a Client Portal?
A client portal is a private, branded space where your client can see everything happening on their project, all without emailing you. Think of it as a shared dashboard: you have your view, they have theirs. Everything stays in one place - project tasks, documents, invoices, meeting schedule, and a way to send you requests
WHITE LABEL CLIENT PORTAL SOFTWARE
What can clients do inside the portal?
1
Send and track requests
Clients can submit requests directly in the portal and track progress without long email threads.
2
View project updates
Clients can check the latest project updates at any time without requesting status reports. They can also add comments or questions related to the project
3
Access shared files and documents
Give clients one secure place to access documents, files, and shared resources whenever they need them.
3
Review invoices and payments
Clients can quickly review invoices and complete payments directly from the portal.
Client Portal Demo
Set Up Your Client Portal in 3 Quick Steps
2
Activate Client Portal & Send Invite
Activate Their Portal
Hit activate, and ClientManager handles the rest. Your client receives a personal login link in their inbox, with no complicated setup.
1
Create A Free Account
Add Your Client
Open your ClientManager dashboard and create a client profile in under a minute. Add their name, email, and additional details, and you're already halfway there.
3
Collab & Enjoy
Collaborate From Day One
Your client logs in and sees everything, their projects, documents, invoices, and a direct way to send you requests.
Questions About Client Portal
Yes. You can add your logo, brand colors, and custom domain. Clients never see the ClientManager name. (Note: custom domain has a small additional fee.)
Yes. It's included on every plan. The number of portals you can activate depends on your plan tier.
Yes. Clients can now send you requests and messages directly from inside their portal. You're notified, and all communication is recorded for future reference.
Project management tools are built for your team's internal workflow. ClientManager's portal is built for the client relationship. It's what your client logs into, not your team.
Client Manager has all the features you need to run your business
Unified Dashboard
This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard.
Client Portal
Our client portal provides a branded space to capture all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.
Client & Contact Management
Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.
Deal Management
Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing.
Products Feature
Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.
Calendars
Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.
Projects & Tasks
Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.
Time tracking
Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.
Contracts
With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.
Proposal
Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location.
Invoice Management
Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.
Questionnaires
Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.
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ClientManager is the simple client onboarding & management tool.