Steadline

Planned

Customer portals: planned.

A place where your clients sign in to see their own projects, files and messages. Planned on the same foundation as the CRM.

Describe your need and save the idea
Concept illustration, not a working product: calendar, document and form cards linked together
Concept illustration · not a working product

What works today

  • A CRM (beta) for your team to track clients and work.
  • Website forms (requests, RSVPs) that collect information from clients.

What is planned

  • Client sign-in separate from your team
  • Per-client views of records and files
  • Your approval for what clients can see

Not for sale

There is no price and no delivery date. Saving an idea creates no order. Steadline publishes availability only when a product works end to end.

Planned solutions

Customer portal

Planned

Where your clients see their own work.

A place where your clients sign in to see their projects, files and messages.

  • Client sign-in
  • Shared files
  • Project status

Not for sale · planned

What exists today