What teams do here
- Shared workspace
- Comments
- Documents
- Client login
Module · Client Collaboration
Client Collaboration inside one operating platform
Share files, messages, and approvals with clients in context. Clients log into the same platform — not a separate portal product — and see only the projects, files, and invoices you share.
In this module
Built to share data with every other module
How it connects
- Invite the client
- Share the right modules
- Approve and comment in place
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
One workspace
See Client Collaboration with the rest of your business
Client Collaboration is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.