Features / Client Portal
Client Portal · from the Team planGive clients a professional self-service view
Invite a client to a portal where they see only their own quotations, invoices, shared projects, approvals and documents — and can raise requests. They never see your other customers or internal notes.
The problem
- Clients asking “what is the status?” by phone
- Re-sending the same invoice copies
How it connects
- Uses the same records as your team — no duplicate data entry
What you can do
Scoped access
Clients only ever see records linked to their own customer record.
Quotations & invoices
View and download.
Project status
Progress for projects you choose to share.
Approvals & documents
Respond to approvals and download shared documents.
Questions
Do portal users count as paid seats?
No. External client users do not count towards your team seat limit.
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