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Set yourself apart from other freelancers or agencies and give your clients a professional, organised experience
Client Portal integrates with WordPress to help you manage your client projects… without the bulky project management software.
“I love it when a client asks for a file I’ve already sent them three times.”
—No one, ever.
Projects can get messy. Whether you’re a freelance designer, developer, or copywriter, if you work with clients you know the headache of keeping track of projects and deliverables.
Most files you send will likely be emailed across. These can quickly become buried in both yours’ and your clients’ inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago.
Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more “Can you send me our logo? I’ve lost it again!” requests.
Okay, but how is Client Portal different from other project management software?
Great question! For a start, Client Portal isn’t really project management software at all.
A typical workflow looks something like this:
- GoogleDocs for working on content or collaborative documents
- Dropbox for keeping files in sync
- HelloSign for signing and storing contracts
- Nusii for proposals
- Invision for website prototypes
- BitBucket for filing bugs
- Trello for feature requests
- Slack for communication
- …and so on.
Finding project management software that does all these things well (and the key word here is well) is virtually impossible. Trello is the best for lists, GoogleDocs wins when it comes to collaborating on documents. Like it or not, Slack is where everyone is at when it comes to team chatter.
Why would you want a complex project management tool that tries to do all these things, but just doesn’t do them as well? Not only that, clients resent having to use it due to the steep learning curve, and end up resorting back to good old fashioned email.
Then, you’re stuck paying $99/month for something that only you’re using. And you end up spending so much wasted time syphoning every document back into your project management software.
What a pain.
That, in a nutshell, is why I made Client Portal. Client Portal is a beautiful dashboard (that lives on your website) to keep all your projects assets in one place. You can work how you choose, with the tools that you already loveand give your clients a great experience along the way.
Client Portal bridges the gap between the professional “Hey, this person has done this before” feel for your clients, and not being restricted by all-in-one (and often subpar) tools.
Give your clients an area on your website to find what they need
Make it easy for both you and your client to keep up to date with the project and find everything they need in a flash.
Fits with your unique workflow
Add or remove as many modules as you like, whether you’re a copywriter, designer, developer or more, you can have the deliverables that work for your projects.
Branding that looks like an extension of your website
The super simple, clean design makes this so easy to brand and fit seamlessly into any website template. Nobody will know you didn’t build this yourself — it’ll be our secret
Keep the micromanaging clients at bay
Don’t let your clients overstep boundaries. Put your available hours and preferred method of communication where they can see it and stop those texts or IM’s after hours.
Start using Client Portal with your next project
Take the headache out of project management and have a simple way to store your deliverables on your WordPress website.
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