#1 Client Portal App

Online Client Portal

Online Client Portal is designed for contractors and small business owners. It helps centralize all your client's information in one place and keeps all the information well-organized.

All your client's details in one place

Manage your clients

Add new client details or manage the existing ones.

Create new invoices

Create new invoices straight from the Client Hub.

Track client’s revenue

Store all the invoices and estimates sent to every client.

Client Management Software

Sort your clients

Alphabetically, by balance due, by total paid, or by total invoices.

Download statements

Download monthly, yearly or custom statements

Group your clients in tags

Tag your clients to group them and find them faster.

What is an Online Client Portal?

An Online Client Portal is a secure, web-based platform that allows your businesses to add and modify information, communicate, and collaborate with your clients in a centralized platform. It enables contractors and business owners to access important client data like revenue, estimates and invoices, items, number of jobs completed, and more.

1. Centralized Client Management

Contractors can store all client information—such as contact details, job history, and payment records—in one easily accessible place. This makes it simple to manage multiple clients and projects efficiently.

2. Streamlined Invoicing

Integrated CRM software allows contractors to create and send invoices directly from the client’s profile. This ensures seamless invoicing, reduces administrative work, and helps keep all client-related financial data organized.

3. Payment Tracking and Reminders

Contractors can track payment statuses within the Online Client Portal, knowing which clients have paid, which invoices are overdue, and when to send payment reminders. This enhances cash flow management and ensures timely payments.

4. Performance Insights

This feature helps provide data for your reports on client behavior, payment trends, and project profitability. Contractors can analyze these insights to identify high-value clients, improve project management, and make data-driven decisions that boost business performance.

How to use Online Client Portal?: A Quick Walkthrough

Free Resources

Resources to run your business smoothly and efficiently.

Academy

Explore our free templates. Create estimates, invoices, quotes, estimates, bills…

Free Templates

Explore free templates to create estimates, invoices, quotes, and bills.

Free Calculators

Use our free calculators: Service Price, Profit Margin, Net Salary, VAT.

Invoice Generator

Free Generators

Generate free Invoices, Estimates, Bills, Quotes, Receipts, and Proformas.

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