White-label client portal with 30+ features
Give your clients a branded portal with project tracking, billing, document sharing, messaging, onboarding workflows, and more.
Everything Your Clients Need
A complete, branded experience that keeps clients engaged and reduces support requests.
Dashboard & Analytics
Clients get a personalized dashboard showing project status, upcoming milestones, recent activity, and key metrics at a glance.
Project Collaboration
Shared project boards with task visibility, status updates, and threaded comments so clients stay in the loop without email chains.
Document Sharing & File Requests
Upload deliverables, request signed documents, and organize files in folders — all within the portal with version history.
Billing & Invoices
Clients can view invoices, download receipts, update payment methods, and pay outstanding balances directly from their portal.
Messaging & Announcements
Built-in messaging for real-time client communication plus broadcast announcements for service updates and company news.
Onboarding Workflows
Guided step-by-step onboarding checklists that walk new clients through setup, document submission, and account configuration.
Health Scoring & Feedback
Automated client health scores based on engagement, NPS surveys, and feedback forms to proactively identify at-risk accounts.
Wiki & Knowledge Base
Self-service knowledge base with searchable articles, how-to guides, and FAQs so clients can find answers without contacting support.
Frequently Asked Questions
Is the portal white-label?+
Yes. The client portal is fully white-label. You can customize the logo, colors, domain, and all branding elements so clients see only your brand — AutomateNexus branding is completely removed.
Can clients see project progress?+
Absolutely. Clients get a real-time view of project boards, task statuses, milestones, and timelines. You control exactly which projects and tasks are visible to each client.
How does billing work in the portal?+
Clients can view all invoices, download PDF receipts, update their payment method, and pay outstanding balances directly from the portal. Billing integrates with Stripe, PayPal, and Square.
Can we customize what clients see?+
Yes. You have granular control over portal visibility. Toggle modules on or off per client — hide billing, restrict project views, or limit document access based on client tier or account type.
Is there a limit on client users?+
No. There is no limit on the number of client users who can access the portal. Each client organization can invite as many team members as they need at no additional cost.
Give Your Clients a Portal They Love
Start your 7-day free trial and launch a white-label client portal in minutes. No credit card required.