Client Portal integrates with WordPress to help you manage your client projects … without the cumbersome project management software. Manage your project results with a simple WordPress plugin from the Client Portal!
Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables.
Most files you send will likely be emailed across. These can quickly become buried in both yours’ and your clients’ inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago.
Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more “Can you send me our logo? I’ve lost it again!” requests.
A typical workflow looks something like this:
- GoogleDocs for working on content or collaborative documents
- Dropbox for keeping files in sync
- HelloSign for signing and storing contracts
- Nusii for proposals
- Invision for website prototypes
- BitBucket for filing bugs
- Trello for feature requests
- Slack for communication
- …and so on.
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