CLIENT PORTALLive

Your clients.
Your projects.
One place.

A branded client portal for projects, invoices, files and support.

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Illustrative interface

Keep clients informed

A central place for updates, files and messages.

Organise everyday admin

Save time with a simpler, more organised workflow.

Present a consistent brand

A professional client experience that reflects your business.

BUSINESS HUB

A clearer view of every client relationship.

Projects & clients

Keep project updates and client details together.

Invoices & documents

Manage billing and share important files.

Messages & support

Keep conversations and support requests organised.

Tools for your day-to-day work.

Everything you need to manage your clients and projects in one place, without the complexity.

Client Management

Manage all your clients in one place with detailed profiles, contact history and account status.

Project Tracking

Keep clients informed with real-time project progress, milestones and status updates.

Invoice Management

Send professional invoices, track payments and manage your billing all in one dashboard.

Support Tickets

A built-in helpdesk so clients can raise issues and you can track resolutions efficiently.

Document Sharing

Securely share contracts, reports and files with clients through a branded portal.

Notifications

Automated notifications keep clients informed of updates, deadlines and new messages.

Reports & Analytics

Detailed reports on project performance, client activity and business metrics.

Secure Access

Role-based access control ensures clients only see what they need to see.

Quick Actions

One-click access to common tasks — raise a ticket, book a meeting, request an update.

Make it your own.

Your Business Hub, branded for your business. A professional client experience from the moment your clients log in.

Your logo

Add your own logo and identity.

Your colours

Match your brand colours and style.

Your client experience

A clean, professional portal for your clients.

Getting started.

Get your client portal up and running in just a few simple steps.

1

Set Up Your Portal

Customise your portal with your branding, colours and logo in minutes.

2

Invite Your Clients

Send branded invitation emails to your clients to create their accounts.

3

Add Projects & Invoices

Create projects, add milestones and send your first invoice.

4

Communicate & Collaborate

Clients can message you, raise tickets and track everything in real time.

Start with Business Hub.

Create an account and explore the tools.

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Frequently asked questions

Quick answers to common questions about Business Hub.

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