{"compare":false,"blog":false,"article":false,"page":{"title":"Client portal software for service businesses","lead":"A client portal gives each client one place to check their own projects, invoices and payments without emailing you. In PLYNTUM it is a private link per client, included from the Core plan. The client sees their projects, invoices, payment history and outstanding balance, and nothing from inside your team.","sections":[{"heading":"What the client sees","html":"<ul>\n<li><strong>Projects:</strong> name, description, status, deadline and price of their recent projects, active ones first.</li>\n<li><strong>Invoices:</strong> recent invoices with number, issue and due dates, totals and whether each is paid. Each invoice opens with its lines.</li>\n<li><strong>Payments:</strong> the payment history with amounts and dates.</li>\n<li><strong>Balance:</strong> what is outstanding and what is overdue.</li>\n<li><strong>Retainer:</strong> on an active retainer, the monthly fee, the billing day and the deliverables contracted each month.</li>\n<li><strong>Your company:</strong> your name, logo and contact details, so the client knows who it comes from.</li>\n</ul>\n<p>In practice it answers the questions that otherwise arrive by email: where is my project, which invoice is still open, what did we agree for this month.</p>"},{"heading":"What stays inside your team","html":"<p>The portal shows one client’s records and nothing else. The client does not see:</p>\n<ul>\n<li>other clients or their projects;</li>\n<li>tasks, internal notes and team discussion;</li>\n<li>tracked time, timesheet approvals and who worked on what;</li>\n<li>costs, rates, salaries and project profitability.</li>\n</ul>"},{"heading":"How access works","html":"<ol>\n<li><strong>Create a link from the client’s record.</strong> Owners and managers can do it; you can add a label and the contact’s email so you know who has which link.</li>\n<li><strong>Send the link to the client.</strong> The link is the key: the client needs no account and no password.</li>\n<li><strong>See whether it is used.</strong> Each link shows how many times it was opened and when it was last viewed.</li>\n<li><strong>Revoke it when needed.</strong> A revoked link stops working at once. Create a new one for a new contact.</li>\n</ol>\n<p>Because anyone with the link can open it, send it only to the right person and revoke it when that person leaves the client’s company.</p>"},{"heading":"What the portal does not do yet","html":"<p>CRM core is released for eligible users. Internal proposal drafts and won-deal handoff start with Core and require permissions; client-facing delivery and integrations have separate availability. <a href=\"{{route:platform/crm}}\">Review CRM scope</a>.</p>"},{"heading":"Which plan includes the client portal","html":"<p>The client portal is part of Core, Scale and Intelligence. It is not in Launch, which is also the plan with the 7-day free trial. Core costs $150 a month for up to 10 members, or $120 a month billed annually, and also adds timesheet approval, recurring invoices and project profitability. Compare all plans on the <a href=\"{{route:pricing}}\">pricing page</a>.</p>"},{"heading":"Client portal, guest access or a status email","html":"<table>\n<thead><tr><th>Option</th><th>What the client gets</th><th>Where it falls short</th></tr></thead>\n<tbody>\n<tr><td>Status email</td><td>A summary you write each week</td><td>Takes someone’s time every week and is out of date the next day</td></tr>\n<tr><td>Guest access to your task tool</td><td>Your boards, as far as permissions allow</td><td>Shows the work, not invoices or balances, and exposes internal detail if permissions slip</td></tr>\n<tr><td>A client portal</td><td>Their projects, invoices, payments and balance</td><td>Shows what is recorded; it is only as current as your records</td></tr>\n</tbody>\n</table>\n<p>See also <a href=\"{{route:client-and-project-management}}\">client and project management</a> and <a href=\"{{route:platform/clients}}\">client records</a>.</p>"},{"heading":"Related pages","html":"<ul><li><a href=\"/en/collaboration-software/\">Collaboration software for teams that deliver client work</a></li><li><a href=\"/en/invoice-software/\">Invoice software for service businesses: invoices that agree with the work</a></li></ul>"}]},"keyFacts":[["Plan","Core, Scale and Intelligence; not in Launch."],["Access","A private link per client, with no account or password; owners and managers create and revoke links."],["What the client sees","Their projects, invoices, payment history, outstanding balance and, on a retainer, the monthly fee and contracted deliverables."],["Not included","File sharing, approvals, comments and client requests inside the portal; it is read-only."]],"faq":[["Does the client need an account?","No. Each client gets a private link that opens their portal without a password. Treat it like a key: send it only to the right person and revoke it when needed."],["Can the client see our time, costs or margins?","No. The portal shows the client’s projects, invoices, payments and balance. Tasks, tracked time, rates, salaries and profitability stay inside your team."],["Can I switch off a client’s access?","Yes. Revoke the link from the client’s record and it stops working at once. You can create a new link for a new contact."],["Which plan includes the client portal?","Core and above. Core costs $150 a month for up to 10 members, or $120 a month billed annually. Launch, the trial plan, does not include it."],["Can clients upload files or approve work in the portal?","Not today. The portal is read-only. Add agreed client asks to PLYNTUM as tasks with an owner and an estimate."]]}