Client portalClients & CRM
Client portals in your brand, and a private portal for each client
Client portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own.
Portals that carry your logo, colors and layout
Project and task board portals show your logo and accent color on the sign-in screen, in the sign-in code email and on the portal itself, so your client sees your brand from the first click.
Choose what each portal shows. Turn sections on or off, drag them into the order you want, and pick a single column, two columns or tabs. A section you hide is never sent to your client's browser.
- Logo and accent color on sign-in, code email and portal
- Single column, two columns or tabs
- Show, hide and reorder sections
- Task boards get their own header sections
- Where to find it
- Settings
- Client portal
- Plans
- Every plan
A private portal for each client
Give any client their own portal that shows only what you choose to share, including contracts waiting for their signature. Visitors sign in with a code sent to their email, so the page is always private.
A new Share permission decides which teammates can create and manage client portals, so you control who can open one up.
- Where to find it
- Clients
- open a client
- Client portal
- Plans
- Every plan
- Learn more
- Client portalClient scoped access
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
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