Writing a status email every week because the client wants to know how things are going, you can stop doing that. In the client portal, the client logs in with their own secure login and follows progress live, in your agency's branding. They see only what's meant for them, and comment or approve on exactly the card it concerns.
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Every client logs in with their own account. They see only their own project, no one else looks in.
The client sees for themselves which stage the work is in, without you having to track anything extra for it.
Feedback or approval lands straight on the card it concerns. No separate email with an attachment.
The portal looks like your agency, not a generic tool with your logo stuck on.
Every Wecooking feature is included in one plan. No separate modules, no extra subscriptions per feature: use Wecooking, and you have everything. See the pricing
Invite the client to their own secure portal.
Decide which cards and progress they get to see.
Let the client comment and approve right on the card.
Set up the portal in your agency's branding.
This is for every agency, and every freelancer with multiple clients, where a client regularly asks how things are going, and where that answer costs you a separate email every time. In the client portal, the client logs in with their own secure account and sees exactly where their project stands, without you tracking anything extra for it.
The portal isn't a separate screen next to your work, it's a different entrance to the same board. What happens in project management appears automatically in the portal, at the stage that's relevant to the client. If the client also runs ads with you, they see their results through the reporting, in the same environment. And when a new relationship is just starting, the portal is often the first thing a client sees after a won deal from the CRM, exactly the moment the first impression gets set. How those first weeks look is laid out in From won deal to client project.
The client portal is simply part of Wecooking, there's no separate licence for the portal you need to arrange. It replaces the separate status email, the shared document with a progress column that's never actually up to date, and the screenshot you send because a client just wants to see how things stand. The client comments or approves straight on the card it concerns, in your agency's branding, not in a stray file floating around somewhere.
No. Every client logs in with their own secure login and sees only what's meant for them.
Yes, the client comments or approves straight on the card the work is in. That saves a lot of back-and-forth emailing.
No, the portal is styled in your agency's branding, so the client feels like they're logging into you, not a generic platform.
Also read: From won deal to client project