Products / Customer portals
Customer portal
PlannedWhere your clients see their own work. A place where your clients sign in to see their projects, files and messages.
Who it is for: Agencies, accountants, contractors and consultants with ongoing clients.
Not available yetDescribe your need and save the idea
Not for sale. No price until it exists.
What it would do
- Client sign-in
- Shared files
- Project status
Known limitations
- Not built. Today: a CRM for your team plus website forms for clients
Integrations
Planned.
Available today instead: Custom CRMs (beta) · Websites. These are different products; Steadline will not present them as this one.