WP Client Portal

WP Client Portal is a WordPress plugin that allows you to easily manage files uploaded by clients and generate, track and invoice your clients.

Introduction

WP Client Portal is a Client / Customer portal that allows you to easily manage, track and invoice your clients. Client File Upload Areas allow a Client or Client Representative to upload files to the Client Portal (such as their Client Agreement). You can generate Estimates and Invoices for your Clients which will automatically record this activity in WordPress Database.

Benefits of WP Client Portal:

  • Manage Client Agreements in Client File Upload Areas
  • Track Client Payment History through Client Invoices
  • Allow Client to View all Files they have uploaded via Client Portal
  • Allow Client or Client Representative to generate Estimates and Invoices which will automatically record this activity in WordPress Database

WP Client Portal is used by:

  • Contractors
  • Web Designers and Developers
  • Photographers
  • Digital Marketers
  • Freelancers
  • IT Consultants
  • Software Development Companies

Features & Functionality

  • Create Private & Secure Client Portals: Each Client / Customer gets their own secure private client portal which only they have access to.

  • Client File Upload Areas: Clients can upload files in the form of Docs, PDF's, or Images directly into their Client Portal. These files are securely stored for each Client and can be accessed at any time by the Administrator through the Clients Admin Panel within WP Client Portal.

  • Manage Client Agreements: Create a Document Library for each of your Clients and upload their Client Agreement as the first file, which will automatically record this activity in WordPress Database.

  • Track & Invoice Payment History: All new payments from your Client account, can be instantly tracked with each payment being recorded as an Invoice in WordPress Database.

  • Manage Files / Documents for Each Client: There is a Document Library created for each Client where you can add attachments or documents which will be visible on their individual client account page within WP Client Portal. You as Administrator also have access to all uploaded files allowing you to manage them however you like.

  • Import and Export: You can easily export your Client Portal users to a CSV file and you can even import it.

  • Assign Client Managers: You can create different users by assigning them as Client / Customer manager.

  • Send Custom Emails: You can send custom email alerts to each of your clients when performing actions such as new payment, login or a new invoice.

  • Remote File Support: WP Client Portal is compatible with any remote file storage service which allows you to upload and manage files for your clients such as Dropbox, AWS s3, Box.net or Google Drive.

  • Private Messaging: You can send a private message to your clients from anywhere within the WP Client Portal.

Pricing

Basic- $59

Plus- $119

Developer- $199

White Label- $349

ScreenShots

Pros & Cons

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Feature Requests

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Discussions

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