Client Portal

Client Portal

An interactive platform for your team and clients, providing full visibility and streamlining communication on projects, tasks, and payments.

Works with


The Client Portal template is a robust, user-friendly system that bridges the gap between your team and your clients. By providing a comprehensive overview of projects, tasks, and associated payments, it eradicates the need for countless update emails and status meetings, freeing up your team to focus on what they do best: delivering exceptional results.

On the client side, this template offers a transparent, interactive platform. Clients can log in to view the projects assigned to them, track progress on tasks, and view associated payments. This open visibility fosters trust, reduces query calls, and empowers clients with the knowledge they need about their projects.

For your team, this Client Portal serves as an effective project and task management tool. It offers a clear picture of who is assigned to which project, what tasks are underway or completed, and any upcoming deadlines. With the addition of workflows, the system keeps the team updated about new assignments and project changes, ensuring nothing falls through the cracks.

Finally, the Client Portal simplifies the financial side of project management. By keeping track of payments related to each client and project, it aids in accurate, timely invoicing and financial reporting.

The Client Portal template is not just a tool; it's a game-changer for your client and project management, ready to streamline your operations and improve your client relationships.

Template Details

The Client Portal powered by Airtable. This comprehensive system seamlessly manages clients, projects, tasks, and payments all in one place. It offers an intuitive, interactive platform for your team and clients, providing full visibility and streamlining communication on projects, tasks, and associated payments. Enhanced with automated workflows, the Client Portal keeps your team and clients synchronised, ensuring smooth project progress and accurate, up-to-date financial data.

Who is this template for?

This template is perfect for businesses that manage multiple projects for various clients, such as digital marketing agencies, project management firms, software development companies, or any service-based business that needs to track and report project progress and associated payments to their clients. The Client Portal template is also an ideal choice for businesses looking to enhance their client communication and increase operational efficiency.

What are the benefits of using this template?

  1. Improved Transparency: Give your clients direct insight into ongoing projects and associated tasks, boosting their trust in your service.
  2. Efficient Task Management: Keep your team informed about their assignments and deadlines, enhancing productivity and coordination.
  3. Streamlined Payment Tracking: Maintain an organised view of payments associated with each client, aiding prompt and accurate invoicing.
  4. Automated Updates: Utilize workflows to keep everyone involved up to date, reducing manual update efforts and ensuring consistent communication.

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