Loading
Because they cannot see anything. The plan is internal, the tasks are internal, and the only window is a weekly email written by whoever had time.
So they ask. Answering takes an hour of somebody's week, the answer is a snapshot that is stale on arrival, and the client still does not know what is coming next.
The portal shows the client their own project from the same plan the team works from: phases, dates, what is done and what is waiting on them. You choose what is visible — internal tasks and margin never are.
Deliverables go out for approval through it, with the approval recorded against the deliverable rather than in an inbox.
The status update stops being written. Progress is a link, and it is current because it is the plan.
Waiting-on-client becomes visible to the client, which is usually enough to unblock it. When a project slips because sign-off took eleven days, the record shows that without anyone having to say it.
It does not expose your commercials. Cost, margin, internal notes and unapproved work are not in it, and cannot be switched on by accident.
It is also not a support channel. A client who needs help raises a ticket in Desk, on the same customer record.
Nothing here is an integration. Each line is two products reading the same record from different sides.
The portal shows the client their own project from the same plan the team works from: phases, dates, what is done and what is waiting on them. You choose what is visible — internal tasks and margin never are.
The status update stops being written. Progress is a link, and it is current because it is the plan.
It does not expose your commercials. Cost, margin, internal notes and unapproved work are not in it, and cannot be switched on by accident.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.