Give your clients what they deserve. Stop switching them between different applications to be able to handle business with you. Now, you can manage it all in one client portal.
WE BUILD TRUST
Client Portal
Create clients profile and add all contacts related to the client account. Decide who should have access to the portal.
Project Management
Discuss project details with your team and set milestones that need to be delivered and share your project files and assets.
Financial Statistics
Manage your business financials and accounting by tracking your business expenses and income with a robust reporting system.
FREELANCERS • SMALL BUSINESS OWNERS
Organize & Control Everything.
Make your business stands out, manage your projects & clients
from your fully branded dashboard.
Invite Your Clients
Start adding your clients to the portal and invite as many users as you want for your client. Every single user will have his own login credentials to the portal.
Create & Manage Projects
Setup projects and give your client access to their projects so they can collaborate with your team on each project and keep them in loop for updates and progress.
Schedule & Share Events
Schedule general and project based events using the events calendar and share them with your client and team members to be listed on their calendars. Integrate your Google calendar events to manage them all in one place.
Launch & Join Meetings
Setup and schedule online meetings using Zoom integration and invite your client to join them without leaving your fully branded portal.
Create & Share Documents
Use the project wikis to create documents and notes for your project and share them with your client. Anyone who has access to the project can create and share documents with other users in same project.
Upload Files & Share Comments
Using your cloud or local storage, upload your project files in one place and share them with everyone who has access to the project. Add & share comments with your team and clients on every single file you upload.
Send & Reply to Messages
Stay in touch with your team and clients by using the message threads inside each project to keep everything organized. Send messages and reply to messages from your team and client. Set private threads where clients cannot access for internal discussion with your team members only.
Prepare & Send Estimates
Get more projects & requests from your clients using the estimate form builder. Build forms around your different services and let your clients use these forms to get quotes and estimates from you about a service they want then convert the request to estimate and later as invoice.
Send Invoices & Get Paid
Create one-time and recurring invoices for your client and allow them to make payments online using their credit cards or PayPal account. Give your client the flexibility to make a full payment or partial payment of the invoice.
Ready to Get Started?
Discuss projects, assign tasks, share files, create events, send invoices, and get paid online. All in one WordPress plugin.
Dashboard Key Features
We have integrated tools that will save your time and money.
Setup your business account and apply your brand logo, color, fonts, and settings to make the dashboard a part of your business.
Invite your team members to the portal, set the hourly rate for each one of them, and give them access to specific projects.
Create client profiles and invite them by giving them access to their projects where they can collaborate with your team.
Use discussion threads to send and receive messages for each project between users who have access to the project.
Track your team working hours based on task and project selection, and build a detailed timesheet for your team.
Assign tasks to your team members and track their progress using the Kanban board available for each project.
Project events calendar to create and manage project events and share them with your team members.
Zoom integration to schedule and join online meetings with your clients and team members without leaving the dashboard.
Local and cloud (Google) file storage to upload and share your project files with your team members and client.
Manage your business financials and accounting by tracking your expenses and income.
5 different user access level roles [Admin – Project Manager – Contractor – Accountant – Client].
Analyze your business performance and control your project cost with a robust reporting system.
Get Your Free Version
Fill in the quick short form and we will send the download link
right away to your mailbox.