Client Portal Manager

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Client Portal Manager

Take control of your client relationships and project management with our all-in-one Client Portal Manager. Designed to streamline your workflow and enhance client satisfaction, this comprehensive tool offers a suite of powerful features to keep your projects organized and your clients informed.


  • Projects Timeline: Visualize project progress with a clear and intuitive timeline, ensuring all milestones and deadlines are met.
  • Secure Client Portals: Provide each client with their own dedicated portal, secured for privacy and tailored for personalized access.
  • Automated Portal Templates: Save time with automatically generated basic info, making setup quick and consistent across all projects.
  • Task List Management: Keep track of tasks with detailed lists, ensuring nothing falls through the cracks.
  • Time Tracking: Monitor time spent on each project to optimize efficiency and accurate billing.
  • Communication Widget: Facilitate seamless communication with clients through dedicated message portals.
  • Meeting Notes and Actions: Keep comprehensive records of meeting notes and action items, ensuring accountability and follow-through.
  • Document Sharing: Share contracts, invoices, graphic assets, links, and help documents effortlessly.
  • Notification Widget: Stay on top of your tasks with alerts for overdue items and upcoming meetings.

Transform the way you manage projects and engage with clients. Our Client Portal Manager is your ultimate tool for professional, efficient, and transparent project management. Start optimizing your workflow today!

Why Choose Us?

  • Proven Results: Backed by research and real-world testing, our template has helped countless individuals unlock their full productivity potential.
  • User-Friendly Interface: Enjoy a seamless user experience with our intuitive interface, designed with your convenience in mind.
  • Continuous Support: Access ongoing updates, tips, and resources to further optimize your productivity journey.


Can I personalize my template?

- Definitely! Feel free to change what you please.

Do I need to pay to get Notion?

- No, Notion allows you to create a free account.

Any more questions?

- Feel free to reach out to me on Twitter at @Djokavex. I will be more than happy to help!

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Client Portal Manager

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I want this!