103192914214746802668Q: Client portal
Does your service has client portal as well?
TIA
Jung_Klipy
Dec 2, 2024A: Currently, we do not have a client portal.
We've received similar requests from our users for a self-service portal for document and progress sharing. We're evaluating this feature and would appreciate understanding your specific needs.
If we decide not to implement a native client portal, we can provide alternative integration solutions to meet this requirement as well.
Thanks for answering
Excuse me for the non technical answer.
My need is that I want to share a space with my clients (eg. A Google drive folder) where they can interact with documents (upload/rename/edit) as well as a 2 ways process to understand where our process is standing (what more need to upload, if the uploading was correct, if they need to edit things etc) so I avoid emailing them about.
No problem! I totally understand what you need - this is definitely interesting and we will include this to our roadmap to get more feedback from the users!
Verified purchaser
This is definitely a "we'll integrate with a dedicated external solution" scenario. Klipy looks fantastic - like Folk but with some additional functionality. I've noticed a recurring trend of the CRMs on AppSumo trying to be everything to everyone so it's incredibly refreshing to see a CRM with a vision of simplicity and sticking to the core functions of a CRM.