Client portal

A portal your clients will open.

Approvals, files, the brand kit, quotes, contracts and reports in one place your clients log in to. It runs on the same data as your CRM, so what you share shows up for them straight away.

Join the waitlistAll features
  • Home
  • Projects
  • Deliverables
  • Brand kit
  • Documents
  • Quotes & invoices
  • Social
  • Analytics
  • Feedback
  • Requests

How an approval moves

  1. Draft

    Only your team sees it

  2. Awaiting

    Shared with the client

  3. Needs changes

    Markers and comments come back

  4. Approved

    Signed off in the portal

One system, two sides

Flip one switch. Your client sees it.

Mark a task, a file or a post for the portal and it is on the client's side the moment you do. Nothing is shared until you say so.

Approvals

Everything that needs their answer, in one list.

Designs, quotes and social posts waiting for the client sit at the top of their portal. One click opens each one, with the buttons to approve or send it back.

  • Deliverables with Approve and Request changes
  • Quotes with Accept, Decline and Request changes
  • Social posts with previews and comments
Feedback

Feedback pinned to the design.

Upload a design or a screenshot. The client clicks where something should change and writes a comment. Every marker gets its own thread, a priority and a resolved state.

  • The same canvas in the CRM and the portal
  • Threads and priorities per marker
  • Versions, so nobody reviews an old file
Documents

Quotes accepted and contracts signed in the browser.

Quotes open on a page that matches the PDF. Legal documents show side by side with an acceptance step, and the client gets a confirmation email once they sign.

  • Accept, decline or request changes on quotes
  • Electronic acceptance with a confirmation email
  • Clients can resend their own confirmation
Brand kit

The brand kit, always the current version.

Logos, colours and brand files in a clean grid. Clients copy a HEX, RGB or HSL value in one click and download the logo they need.

  • Logos and brand files in one grid
  • HEX, RGB and HSL for every colour
  • Updated the moment you upload a new file

The small things clients notice.

  • Their language

    Portal emails, quotes and briefs in English, German or Spanish, per contact.

  • Private until shared

    Files, milestones and posts stay internal until you mark them for the portal.

  • Analytics, when you want

    Switch analytics on per client. They see their own numbers and nothing else.

  • Branded logins

    Create portal accounts from the CRM and send a branded login email.

  • Requests

    Clients send requests from the portal instead of your inbox.

  • Made for phones too

    Approvals happen between meetings, on whatever screen the client has.

Launching winter 2026/27

Give your clients somewhere to look.

Get early access and invite your first client to the portal.