Client Management Features
Ditch the spreadsheets and keep all client information in the same place.
All client quotes, projects, invoices & documents are securely stored.
Frequently Asked Client Management Questions
Here are some frequently asked questions around the client management features.
Q: Can clients access their data?
A: Yes, your account comes with a built-in client portal so when you give your clients a login username and password, they are able to see their quotes, invoices and projects.
Q: How do clients contact us to ask us questions regarding their projects?
A: When they login to the client portal, they will be able to see and reply to your emails, as well as start new email conversations.
Q: What do clients see when they login?
When a client logs in, they will be able to see:
- Enquiries
- Quotes
- Projects
- Project documents (that you have set to be “public”)
- Invoices
- Communications (emails)
Start managing your projects today
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