Client Portal Features
Everything you need to create professional client portals that impress. Built specifically for agencies, consultants, and service businesses.
Portal Setup
Get your client portal live in minutes with our intuitive setup process.
SmartSuite Connection
Connect your SmartSuite workspace with one click. Select which apps and views to share.
Instant Preview
See exactly how your portal will look to clients before going live.
Custom Domains
Use your own domain (portal.yourbusiness.com) for a professional appearance.
Client Experience
Give your clients a professional, easy-to-use portal they'll love.
Project Dashboard
Clients see their projects, tasks, and progress at a glance in a beautiful interface.
Document Access
Share files, reports, and deliverables securely. Clients can download what they need.
Activity Timeline
Keep clients informed with a clear timeline of updates and milestones.
Customization
Make each portal uniquely yours with powerful customization options.
White-Label Branding
Add your logo, colors, and custom CSS. Remove all AppDeck branding.
Custom Fields
Choose which SmartSuite fields to display and how they appear to clients.
Portal Templates
Save portal configurations as templates for different client types.
Communication
Keep all client communication organized in one place.
Comments & Feedback
Clients can comment on tasks and documents. All feedback stays organized.
File Uploads
Clients can upload files directly to their portal. No more email attachments.
Notifications
Automatic email alerts keep everyone informed of important updates.
Enterprise-Grade Security
SOC 2 Compliant
Your data is protected with industry-leading security standards.
Row-Level Security
Clients only see their own data, enforced at the database level.
SSO Support
Enterprise SSO options including Google, Microsoft, and SAML.
See It In Action
Transform your SmartSuite workspace into beautiful client portals. Start your free trial today.
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