Client Portal is a beautiful dashboard that lives on your WordPress site and keeps all your projects assets in one place. If you’re an agency owner, consultant, or anyone looking to streamline onboarding and the way deliverables are passed, then Client Portal is for you! More
Client Portal KEY FEATURES
Keep track of exactly where your project is at any time
Get notified when a client completes a task
Brand your portals to match your, or your clients, website
Have multiple portals and projects for each client
Securely store files in your portal for clients to download
Beautiful content pages for ultimate flexibility
Create both private and public portals
Client Portal is a beautiful dashboard that lives on your WordPress site and keeps all your projects assets in one place.
Thanks to a super simple and clean design, Client Portal is easily branded and fits seamlessly into any website so you can have the professional look and feel you deserve.
Clients (or whomever you give access to) can quickly locate files whenever they need them.
With all files residing in one dashboard, you eliminate people nagging you for files. (They need to revisit a certain document? All they have to do is log into the portal.)
Client Portal is flexible enough to be used as a resource center, a place for brand guidelines, training courses, and more.
How easy is it to use Client Portal? Three steps easy.
Step 1. Create your portal. Simply fill in the details for the project and add any materials already created (briefs, contracts, questionnaires, mockups, etc.).
Step 2. Grant clients access. Give your client a link and unique login to their portal.
Step 3. Update as you go. Mark modules as in progress, completed, or inactive and add deliverables as soon as they are finished.
If you’re a designer, copywriter, consultant, or anyone looking to streamline onboarding and the way deliverables are passed, then Client Portal is for you!
Organize everything you’re working on into one beautiful, proficient portal.
Remember: You can use Client Portal on an unlimited number of sites by stacking two codes!
Start being more professional now
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