Client Management
Client management with a portal your clients will actually use
Keep every client, contract and request in one place. Each client gets their own login to follow the projects, invoices, payments and meetings that concern them.
What you can do with Client Management
One record per client
Contact details, status, projects and invoices — everything about a client on a single page.
Contracts you can find
Store each contract with its client, dates and terms, ready when you need it.
A portal for every client
Clients sign in to see their projects' progress, their invoices and payments, and to chat or meet with your team.
Roles and permissions
Decide exactly what employees and clients can see and do with custom roles and page-by-page permissions.
How it works
Add your clients
Create client records, or accept the join requests clients send to your company.
Agree on contracts
Attach the contract to the client and start the project it covers.
Deliver and stay in touch
Share progress, invoices and meetings through the client's own portal.
Frequently asked questions
What can a client see in Workflow?
Only what concerns them: their projects, invoices, payments, meetings and conversations with your team. Internal tasks, salaries and other clients stay private.
Can I control what each employee can access?
Yes. Roles and permissions let you decide, page by page, what each person can view, create, edit or delete.
Can clients ask to join my company?
Yes. A client can send a join request to your company, and you approve or reject it from the company requests page.
How many clients can I add for free?
The free plan includes up to 5 clients. Upgrade to Pro when you need more room to grow.
Ready to bring your team into one workspace?
Start on the free plan — no credit card required — and upgrade when your team grows.
Start free