One link for your clients.
Everything in one place.

A branded portal where clients see their files, invoices, contracts, and progress — and send documents back securely. No email attachments, no "can you resend that?"

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Client Hub suite on Pro and Max · mobile app included · AI on every plan

What's inside

Stop running client work over email.

Every client gets a private, branded space tied to their CRM record — so what they see is always what you see.

📁

File sharing, both ways

Share deliverables and let clients upload documents back — virus-scanned, organized against their record, with in-app alerts when something arrives.

✍️

Contracts & e-sign

Send contracts with placeholders auto-filled from CRM data. Clients sign in the portal; the executed copy files itself.

💳

Invoices & payments

Clients see open invoices and pay them right in the portal — no "resending the link" and no chasing.

📊

Progress visibility

Show project status and milestones so clients stop asking "where are we?" — because they can see it.

💬

Client chat

A direct message line per client that lands in your team inbox — with AI catch-up summaries when threads run long.

🎨

Your brand, not ours

Logo, colors, and your domain. Clients see a polished portal that looks like you built it.

How it works

Invite a client in two minutes.

STEP 1

Turn on their portal

Pick a contact, enable Client Hub, choose what they can see — files, invoices, progress, chat.

STEP 2

Send the invite

They get a secure link and log in with their email. No app to install, works on any device.

STEP 3

Work in one place

Files, signatures, payments, and questions flow through the portal — and every action logs to their CRM record.

FAQ

Client Hub, answered.

Do clients need to pay for access?

No. Client portal seats are free and unlimited — you pay for the suite, your clients just use it.

Are client uploads safe?

Every upload is virus-scanned before it reaches you, size-limited by your settings, and can be deleted by the client until you've reviewed it.

Can I control what each client sees?

Yes — visibility is per-client: files, invoices, progress, and chat can each be toggled, so a one-off customer sees less than a retainer client.

Do signed contracts hold up legally?

Signatures capture signer identity, timestamp, and document hash — the standard e-sign audit trail — and the executed PDF is stored on the contact record.

Which plans include Client Hub?

Client Hub is one of the nine add-on suites: Pro includes four suites of your choice, Max includes all nine. Activate it from Settings → Billing.

Give clients a front door.
Keep the whole house connected.

Files, contracts, invoices, and chat — one branded link, logged to your CRM.