Client Portal for Client Management
$29.99Client Portal OS is a fully customisable client management and collaboration platform designed for service businesses, agencies, contractors, and project-based teams. Built to streamline communication, document sharing, task tracking, approvals, and project visibility, Client Portal OS gives your clients one central place to stay informed and engaged. Replace scattered emails, missed updates, and disorganised file sharing with a professional branded portal where clients can view live project progress, access key documents, approve quotes, track tasks, raise requests, and communicate directly with your team. Designed for multi-user businesses, Client Portal OS allows full control over client access, permissions, workflows, and branding — making it ideal for businesses that want to improve transparency, speed up approvals, and deliver a better customer experience. Key features: • Dedicated client dashboards • Project and task tracking • File and document sharing • Quote and approval workflows • Client messaging and updates • Request / support ticket logging • Milestone tracking • Role-based user permissions • Custom branding and terminology • Audit trail and activity history • Mobile-friendly interface Perfect for consultants, agencies, fabricators, maintenance providers, creative studios, and professional service businesses. Give your clients visibility. Reduce admin. Deliver a better service experience with Client Portal OS.
Chris B44·0 clones
Operations · Marketing & Sales