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Transparency that builds trust with your clients

Give every client a portal where they can see project progress, approve deliverables, and communicate with your team.

How it works

1

Custom portal per client

Each client gets their own space where they only see their projects, progress, documents and communications.

2

Real-time updates

Clients see project progress update automatically. No need to send manual reports.

3

Deliverable approval

Clients approve or request changes directly from the portal. Everything is logged with dates and comments.

4

Centralized communication

Replace WhatsApp and email threads with communication organized by project and deliverable.

The problem it solves

Every week you get the same message: "How's my project going?". You reply on WhatsApp, hunt for the info across different places, put together a summary, and send it. The next day, another client asks the same thing. The client portal ends this cycle. Your clients have direct access to the information they need, when they need it. The result: fewer interruptions for your team, more client trust, and a professional image that sets you apart.

Start running your consultancy the professional way

30 days free. No credit card required.

Portal de Clientes para Consultoras | Robotipy Projects