Project Client Portal
About this template
Are you looking for a solution to streamline your client management and project collaboration?
Our Project Client Portal is designed as as separate unit for anyone who already has their own workspace and only looks for a Client Portal. This template helps you maintain a professional and organized approach to client management, ensuring that both you and your clients are always on the same page. It provides a dedicated space where you can manage all aspects of your projects, from onboarding to final delivery.
Key Features:
Main Dashboard: Present an overview the project flows and current tasks.
Project Overview: Inform the project scope to ensure a smooth start for your clients.
Schedule: Keep track of project milestones and important meetings.
Tasks: Centralize tasks and monitor their completion progress
Message Board: A central hub for all communications between you and your clients.
Payments: Manage invoices and track client payments.
Contract: Store and manage all contractual documents.
Resources: Keep all project-related resources in one place.
Questionnaire: Collect essential information from clients
FAQ: A section dedicated to answering client queries.
