Products / Customer portals

Customer portal

Planned

Where 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 for sale. No price until it exists.

Concept illustration, not a working product: calendar, document and form cards linked together
Concept illustration · not a working product

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.

Ownership and export

Not applicable until it exists.

How ownership works

Pricing

Not for sale. No price until it exists.

Pricing details
Available today instead: Custom CRMs (beta) · Websites. These are different products; Steadline will not present them as this one.