Tool for managing client portals. Features include client dashboards, quick notes, quick actions, and resource templates.

Features

Allows you to create personalized dashboards for each client to keep their information organized and easily accessible.

Switch between dark and light mode using keyboard shortcuts for a more comfortable user experience.

Provides features like creating new client dashboards, clients, and projects efficiently without navigating through multiple menus.

Includes templates like Profile and Proposal templates to quickly set up standard client documents.

Pricing Plans

per one-time payment