Client portal & collaboration
Give clients a branded hub for quotes they approved, live project progress, invoices, and payments—while your team runs sales and delivery inside Kizani.
Client Portal
Give clients their own secure portal to view projects, invoices, and documents. Keep them informed without constant emails.
Retainer Management
Manage retainer agreements with automatic tracking. Monitor usage, bill against retainers, and renew seamlessly.
Quotes in the portal
Clients view, accept, or decline quotes you sent from sales & quotes—then see the same projects and invoices as work progresses.
Contact roles
Primary, billing, and collaborator contacts with portal roles—full access, project-only, or billing-only views.
Transparent Communication
Share project updates, milestones, and deliverables through the client portal. Keep everyone aligned.
Secure Access
Clients access their portal with secure credentials. Control what they can see and do with role-based permissions.
Why Clients Love It
Self-Service Access
Clients can view invoices, download documents, and check project status anytime without waiting for emails or calls.
Real-Time Updates
Clients see project progress as it happens. No more "where are we?" questions—everything is visible and up-to-date.
Professional Experience
Impress clients with a polished portal experience on your workspace subdomain.
Faster Payments
When clients can easily access invoices and see what they owe, payments come faster.