Client Portal
Client-facing portal for project status, files, invoices, proposals, contracts, tickets, messages, and feedback.
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Client Portal
Client-facing portal for project status, files, invoices, proposals, contracts, tickets, messages, and feedback.
Foundation
Status
Phase 3
Delivery CRM
CRM Side
Tenant scoped
5
Records
Schema-backed objects
3
Automation Hooks
Workflow-ready
Client Portal Surface
Client users should only see records attached to their client account within the tenant.
Project status
Files and brand assets
Invoices and proposals
Contracts
Support requests and feedback
Implementation Coverage
How this module maps to the SaaS architecture.
FoundationPhase 3Delivery CRM
Client-facing portal for project status, files, invoices, proposals, contracts, tickets, messages, and feedback.
Records
clients
projects
files
invoices
support_tickets
Automations
Notify client
Collect assets
Create support request
KPIs
Portal users
Files received
Client approvals
Open requests