Customer Experience · Switched on when you need it
Client Portal. A door into your business for the people who buy from you.
A separate signed-in space where a customer can see their jobs, quotes, invoices and documents without anyone having to email them a PDF.
How it fits
It is one part of one system
Not integrated. The same database.
There is no connector between Client Portal and the modules below, because there is nothing to connect. They read and write the same records, so a change is not copied anywhere — it is simply already there.
What you get
What Client Portal actually does for you
Not a feature list. The three or four things that change about the work once this is switched on.
Customers help themselves instead of ringing
Quotes and invoices in one place
Nothing is shared that you did not publish
A day it changes
A customer opens their portal, reads the quote, accepts it, and the job appears on your board.
What it stands in for
Software you can stop paying for
These are the categories of tool a business would otherwise buy separately. We name the category, never a rival’s price — what you save depends on what you are on today.
- Customer portals
- Document sharing
The saving that matters usually is not the licence. It is the hour a week somebody spends copying the same information between two systems, and the decisions that get made late because the numbers live in pieces.
Customer Experience
The rest of this part of the business
Questions
Client Portal, answered plainly
Is Client Portal included, or is it extra?+
It is one of the modules the Builder switches on when your description of the business calls for it. Pricing is per user for the whole Hub, not per module, so turning it on does not change your bill.
Can we change how it works?+
Yes, and you are expected to. Fields, stages, views, forms and automations are all editable after the Builder creates them, without a developer and without raising a ticket.
How long before we are using it?+
You describe your business in plain English and the Builder produces a working version in minutes. Importing your existing records and adjusting the shape is usually an afternoon.
Can the assistant use it?+
Yes. Because Client Portal lives inside the Hub rather than beside it, you can ask about it in plain English and get an answer composed from your live records, with a link straight to the thing it just told you about.
Another way to look at it
Put client portal in a system that knows the rest of your business.
Describe how you work in plain English. The Builder produces a working Hub in minutes, and every part of it stays yours to change.