stef63Q: Options
Hi!,
- Is there an option to add several links to the client portal?
- Is there an option to embed software etc in the client portal?
- Is there an approvalflow avaible?
- What is the storage limit for files?
- Is there a mobile app or is this websiteonly?
- What are the notification options to alert the client?
- Are there automation options for onboarding? For example a intake form to create automaticlly create a client portal, send the intake info to us in the backend and a welcome message in the client portal to the client?
Greetings
asad_agencypro
Nov 4, 2025A: Hey
1. Yes
2. Yes
3. Yes
4. Unlimited
5. Should be here early next year.
6. We have detailed notification system.
7. We do have client onboarding features.
Let me know if you have more questions.
Can you further explain this please:
6. We have detailed notification system.
7. We do have client onboarding features.
Verified purchaser
1. We have notifications to update client for almost every interaction. Wether its a requests status change, comments, tickets, payments and invoices etc. If you find anyone missing, we can add that too.
2. We have onboarding templates that you can configure or use custom html You can ask for files or share forms intake forms etc when your clients first login.