Client Portal
A client portal your customers can watch
Client portal software built into your CRM: share a project's progress, files and milestones over a secure, password-protected, expiring link. Read-only, section by section — so the client always knows where things stand without another login.
Secure by default
Every portal is a tokenized link you protect with a password and an expiry date — and can rotate or revoke at any time. It never exposes your internal budget or your team's email addresses.
Show exactly what you choose
Toggle each section independently — tasks, files, timeline and billing — so the client sees the progress that matters and nothing you'd rather keep internal.
No extra login for the client
Clients open the link and watch — read-only, no account to create, nothing to install. "Where are we?" becomes a link you send, not a meeting you schedule.
How it works
Every part, explained.
Open the share controls
From any delivery project, open the share modal to create a public portal for that project.
Lock it down
Set a password and an expiry date so the link only works for the right people, for as long as you want.
Choose the sections
Turn on tasks, files, timeline and billing independently — the billing section shows invoiced-to-date only, never your budget.
Send the link
Share the secure URL. The client opens a read-only view of the project — no login, no app to install.
Rotate or revoke anytime
Regenerate the link, change the password, extend the expiry, or revoke access entirely when the engagement ends.
Deep dive
Everything that's in the box.
Tokenized public link
Each project gets its own secure, unguessable portal URL — no client account required.
Password protection
Gate the portal behind a password so only the people you share it with can open it.
Expiry dates
Set the link to stop working after a date, so old portals don't stay open forever.
Section gating
Show or hide tasks, files, timeline and billing independently — granular control over what the client sees.
Privacy guarantees
The portal never exposes your internal budget or your team's email addresses, even when billing is shown.
Read-only by design
Clients watch progress; they can't edit the project — so the portal can't introduce mistakes into your delivery.
Rotate & revoke
Regenerate the link, reset the password, or revoke access at any time from the share controls.
Graceful states
Password, expired, not-found and network states are all handled, so the client always sees a clear message, never a broken page.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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