Invite people, manage portal access and keep clients informed every week.
Open Clients to see companies you serve. Create a client and invite contacts.
Invite the first team members. The client can later add more users for their company themselves.
Clients sign in to the FeatValue client portal. You can also embed it with WordPress. Removing access does not delete the account.
FeatValue e-mails client users Your weekly summary: upcoming dates, planned work, feedback, what to review, completed and cancelled items.
On Pro, define Client Fields under Settings, store values on each client and use {client:field_name} in custom menu items.