Key Benefits
Everything you need to streamline your workflow
Branded Experience
Customize with your logo, colors, and welcome message for a professional client experience.
Secure Access
Token-based authentication means clients don't need passwords—just click the link.
Fully Customizable
Build custom pages, manage menus, and add CSS for complete control over look and feel.
Document Hub
Clients can view and download invoices, proposals, contracts, and shared files.
Integrated Messaging
Built-in support tickets let clients communicate without leaving the portal.
How It Works
Get started in three simple steps
1
Configure Portal
Set up branding, enable modules, and customize the menu structure.
2
Invite Clients
Send portal invitations from any contact or company profile.
3
Clients Self-Serve
Clients access their portal to view documents, track projects, and get support.
Use Cases
Perfect for various business needs
Invoice & Payment Access
Let clients view and pay invoices online.
Project Transparency
Share project progress and deliverables.
Support Tickets
Clients submit and track support requests.
Document Sharing
Securely share contracts and files.
"Our clients love having their own portal. It's reduced support emails by 60% and made us look incredibly professional."
David Chen
Managing Partner at Apex Consulting Group
All Features
Branded portal with custom logo
Custom color schemes
Token-based authentication
Invoice viewing & payments
Proposal & contract access
Project & task visibility
Support ticket submission
Secure file sharing
Custom pages builder
Menu customization
Activity feed
Custom CSS support
Integrations
Works seamlessly with your favorite tools
Stripe
PayPal
Google Drive
Dropbox
Intercom
Crisp
Ready to Get Started?
Join thousands of businesses already using SWELLEnterprise®