All modules
Client portal
Every client gets their own room in your branding: documents, process, appointments and questions in one place instead of mail threads.
Keller Logistik AG
Phase 2 of 3- Discovery
- Delivery
- Support
Could we split the training into two sessions?
Martin Keller
- Proposal 2026-041.pdf
- Specification v2.pdf
What's included
One room per client
Your client sees only their room, with their own login.
Process and sign-offs
Project phases, open sign-offs and the client's tasks, visible to both sides.
Documents and contracts
Proposals, contracts and files are where the client finds them.
Questions and chat
Client questions reach the team, and the answer stays in the room.
How it goes
- 01
Create the room; the client gets their login.
- 02
Share the process, documents and appointments.
- 03
The client signs off and asks in the room.
Goes well with
All modules- Proposals and e-signatureProposals from templates and your service catalogue, as a PDF in your branding, signed digitally.
- Tasks and projectsTasks, projects and sprints for the whole team, with clear owners and deadlines.
- MeetingsClient meetings become notes, summaries and next steps, without typing them up.
Your own workspace in five minutes.
Try it for 14 days, cancel monthly. Hosted in Germany.