Name: The best CRM to ever launch on Appsumo. Upcoming market leader 100%
Item: SuperOkay
Rating: 5
Author: Jomello

Group

Software

Operations

Sub category

Project management

Product tag

Product type

Best for

Freelancers

Marketing agencies

Web design agencies

Alternative to

Basecamp

Google Workspace

Notion

Integrations

HubSpot

Intercom

Operating system

Browser-based

Features

White label

CNAME

All future Solo (Tier 1), Solo+ (Tier 2), or Business (Tiers 3+) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade between 4 license tiers while the deal is available

Ability to downgrade between 4 license tiers within 60 days of purchase

Previous AppSumo customers who purchased SuperOkay can upgrade their license to increase their feature limits

Previous AppSumo customers will be grandfathered into any new features and feature limits

Help center

Templates

Blog

YouTube tutorials

SuperOkay Terms & Conditions

From the Founder - Update!

Co-Founder, CPO

Black Friday (Nov 2022)

<h4 class=""><b>SuperOkay is a platform that offers customizable client portals to share project links, assets, connected apps, and more with your stakeholders.</b></h4>

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<h4 class=""><b>Collaborate in client portals</b></h4> 

<p>SuperOkay lets freelancers, agencies, and service providers <b>collaborate in a professional portal</b>, making it easy to manage projects and organize files.</p>


<ul><li><b>Keep tabs on files, links, and project briefs</b> using a task management system with both kanban and list views</li><li><b>Connect with popular apps</b> including Airtable, Figma, Miro, Looker Studio, and Google Drive</li></ul>
<p>
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                alt="Dashboard"
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<h5 class="" style="text-align: center; "><i>Get an overview of client documents, tasks, and frequent links on this professional dashboard.</i></h5><h4 class=""><b>Custom branding for client portals</b></h4> 

<p>Want to impress your stakeholders? You can <b>customize each portal to match the project or your client’s brand</b>.</p>  

 
<ul><li><b>Personalize your portal login page</b> to make a strong first impression</li><li><b>Change the logo, colors, images, and fonts</b> for better UX/UI experience</li></ul> 
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superokay24-2-copy-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/superokay24-2_uuid_17a72fcb-4a29-4ad9-992c-dbf9ec6c900f.png?optimizer=gif"
                alt="Project settings"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superokay24-2_uuid_17a72fcb-4a29-4ad9-992c-dbf9ec6c900f.png?width=495&optimizer=gif 450w,
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
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<h5 class="" style="text-align: center; "><i>Create client portals that match your client’s branding.</i></h5><h4 class=""><b>Access project templates</b></h4>

<p>No more starting from scratch! SuperOkay<b> gives you access to pre-built templates for proposals, briefs, and estimates</b>.</p> 


<ul><li><b>Build interactive documents</b> with star ratings, multiple-choice options, sliders, and file upload options</li><li><b>Get eye-catching templates</b> for briefs, surveys, questionnaires, proposals, and approval requests</li></ul>
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superokay24-3-copy-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/superokay24-3_uuid_0373ce4e-b3cd-4c2b-b136-63ff93b072b2.png?optimizer=gif"
                alt="Templates"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superokay24-3_uuid_0373ce4e-b3cd-4c2b-b136-63ff93b072b2.png?width=495&optimizer=gif 450w,
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<h5 class="" style="text-align: center; "><i>Browse interactive project templates made for web designers, coaches, SEO specialists, and more.</i></h5><h4 class=""><b>Better collaboration</b></h4>

<p>Best of all, you can<b> assign tasks</b>, communicating exactly what needs to be done by each stakeholder.</p>


<ul><li><b>Add tasks in your documents</b> to track specific workloads and move projects forward</li><li><b>Share a timeline</b> of documents and tasks to keep stakeholders informed</li></ul>
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superokay24-4-copy-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/superokay24-4_uuid_f9cd501a-7ef7-4a1b-acda-52dd47e80251.png?optimizer=gif"
                alt="Tasks"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
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<h5 class="" style="text-align: center; "><i>Keep track of completed, in progress, and upcoming tasks.</i></h5><p>SuperOkay makes it simple to build branded portals for sharing documents, content, tasks, links, and embedded apps with your clients.</p>

<p>Work smarter with client portals.</p>

<p><b>Get lifetime access to SuperOkay today!</b></p>

Use this customizable client portal to quickly share project information, assets, and tasks

Create a customizable client portal

Great Product and even better Customer Service

Awesome client portal experience.

Buy it right away If you are interested in CLIENT PORTAL!!!

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