With Client Tasks, your clients instantly respond to their open items (often on their mobile app) to get your workflow unblocked.
All client communication is in one place — in their workspace. All your team and all users in the client’s company are always in the loop. Anyone can pick up where someone else left off.
Clients still sending you files by email? Reduce your risk (and theirs) through our secure file exchange system. Browse to add files or just take photos and attach from a phone.
Provide clients one-click access to all they need: app links, training, procedures, web meeting links and more — whatever you wish to empower them with.
1. Sign up using your work email for Client Hub and invite your company staff.
2. Create an individual workspace for each client, invite client users and assign staff to work with this client workspace.
3. Clients access their workspace where they can exchange messages and files with your team and access apps and resources.
So Much More than a Traditional Client Portal, where professionals and clients have everything they need to collaborate and everyone is always on the same page.
We implemented Client Hub about 6 months ago and it was one of the best decisions we’ve made.
We recently acquired a new client because we use Client Hub! An existing client was so happy with Client Hub that she decided to show it off to a friend who also owns her own business.
We absolutely love being able to reach our construction clients on their phones while they are out and about.
14 Day Free Trial - Pro level.
Monthly Billing after Trial.
14-Day Free Trial (Pro plan)
Choose Standard or Pro at end of trial