Search results for Sortail

CloveDesk is a client portal built for freelancers. Create one workspace per client, and inside it manage quotes, e-signatures, documents, files, invoices, expenses and an activity log, all in one place instead of across five different apps. Your clients open a magic link from their email. No account, no password. They can view quotes, download files, review invoices and sign documents. When something is signed, both you and your client get the signed PDF and an audit trail by email. Add your logo, colors and business details on paid plans to give clients a branded client portal that feels like your own business. Turn approved quotes into invoices without retyping, track expenses in multiple currencies, follow each project through its own stage pipeline, and send reminders on overdue invoices. CloveDesk is priced as a flat subscription, with no processing fees from us. You can start with a free trial, no card needed. Who it’s for: Freelancers and independent consultants who want a professional, low-admin way to work with clients. Small agencies can use it too.

uTurno.com operates primarily as a B2B Software as a Service (SaaS) designed to digitalize and automate the appointment-booking infrastructure for service-based businesses. The platform eliminates manual scheduling inefficiencies by replacing traditional phone and chat-based booking with a self-service client interface.

All-in-one workspace for interior designers to manage clients, teams, tasks, documents, and communication in one place.

Business Lux Italy is a digital business platform designed to help small businesses and entrepreneurs organize client requests, documents, tasks, and business activities in one simple and professional online space. The platform provides a structured client portal that makes it easier to manage requests, follow activities, share documents, and improve everyday business organization.

BulkShare is branded file delivery for agencies, freelancers, and client-facing teams. Send large client files from your own custom domain with branded download pages, password protection, link expiry, and download analytics. Recipients see your brand, not a generic file-host link. Includes folder sharing, Google Drive import, and up to 5 team seats on one flat plan.

Almox is the client experience platform for professional services firms. It gives you one branded place to run the entire client relationship, from the first proposal to the latest invoice, instead of stitching together a handful of separate tools. Clients log in to a single portal under your own domain to see their projects, tasks, files, messages, contracts, and payments. Your team works from a built-in CRM that keeps leads, deals, and renewals moving, with an AI Manager on hand that already knows the full client context. Almox also lets you productize and sell your services, automate onboarding, and collect visual feedback and approvals. Everything clients touch stays branded as yours, so the experience feels less like software and more like a natural extension of your firm. Book a demo at almox.ai.

ClientCollect is a client document collection and information-request platform designed for professional services firms, including accounting, bookkeeping, legal, mortgage, real estate, and advisory businesses. The platform allows teams to create structured checklists containing document uploads, questions, and forms, then share them with clients through a secure, branded portal. Clients can complete requests from a desktop or mobile device without creating an account. Teams can monitor progress, review and approve submissions, request changes, communicate about individual items, and send automated reminders for outstanding information. ClientCollect also provides reusable request templates, role-based access controls, audit trails, and encryption for files in transit and at rest. Its built-in AI assistant, Colette, can help draft and reorganize document requests, simplify instructions for clients, and identify potentially missing items.

Grain Issue is a client portal for portrait and session photography studios. Run the client relationship in one place: inquiry and online booking with deposits, proofing favorites, full-res delivery and share links, contracts, and card payments via Stripe Connect. Every plan includes a branded subdomain (yourstudio.grainissue.com) and logo. Pricing is a flat monthly subscription from $15–49. Card payments go to your Stripe account; we don’t take a platform cut of those payments. Export-friendly. Lock-in isn’t the business model. Not a lab fulfillment marketplace. If you need integrated print lab autopilot, Pixieset or Pic-Time still lead. Grain Issue is for studios consolidating gallery + booking without stacking three SaaS bills.

ChaseDesk cuts the document chase out of month-end close. Instead of sending 20 follow-up emails per client, bookkeepers send one magic upload link — clients upload without creating an account — and ChaseDesk's automatic reminders do the chasing until the per-client checklist is complete. A missing-items dashboard shows exactly which client owes which document across the whole book of business. Built for solo bookkeepers and small firms on QuickBooks and Xero, with client-list sync so nothing is retyped (integration in final development). Flat $19/mo solo · $39/mo firm — no per-document fees. Early access open. ChaseDesk is independent and not affiliated with or endorsed by Intuit or Xero.

Flow is a lightweight project management platform designed for solopreneurs and small teams (up to 20 people). Manage your workflow from sales opportunity to payment collection in one place.

If you run a marketing agency, your client work probably lives in scattered chats, email threads and your head. You're the only one who knows where everything is, and half your week goes to chasing approvals and answering "what's the status?" Onvera fixes that with one workspace per client. Your team sees what's due, what's in progress and what's waiting on the client. Your client gets a single link where they see their tasks and approve work — no passwords, no training, no new tool to learn. Tasks, documents and conversations stay attached to the work they belong to, and automated reminders do the chasing for you. Built for small marketing agencies that have outgrown spreadsheets and group chats but don't want heavyweight project-management software their clients will never open. Set up your first client workspace in about 15 minutes. First month free.

FoxTrak is a live job management platform for trades and service businesses. Every job gets a branded, real-time tracking page the customer can follow from any device, no login or app download required. As the business updates a step, the customer is notified automatically by email, SMS, or push, so they always know where their job is at without needing to ask. Most job management software stops at the business's own team. FoxTrak extends that visibility to the customer, turning the work itself into the communication - fewer status calls and check-in texts for the business, a calmer and more informed experience for the customer. Beyond the live tracker, FoxTrak includes customisable step-based workflows, team collaboration with step assignment and notifications, customer approvals for quotes and sign-off, integrated payments via Stripe and Square, bidirectional Xero integration, full custom branding, and timestamped job reports with a complete audit trail. FoxTrak is used across service and creative businesses, including electricians, painters, solar installers, photographers, videographers, furniture makers, jewellers, and screen printers. It's built and actively maintained by a solo founder in Melbourne, Australia - support comes directly from the person who built the product. FoxTrak offers a permanently free plan (3 jobs/month, 1 user) alongside paid tiers starting at $19 AUD/month with unlimited jobs, SMS notifications, team collaboration, and full integrations.

Client Portal. Manage and share documents, approvals, and requests with clients. Built for agencies and consultants.

clienwork is a collaboration tool for agencies and freelancers that brings scattered requests into one place—from intake to delivery. It offers a client request portal, AI-powered triage, and integrations with GitHub, Slack, and MCP to connect execution to client updates. Key features include status tracking, ownership assignment, threaded comments with internal/external context separation, and real-time progress sharing with clients.

ClientHub is a client portal for freelancers and agencies that puts projects, Kanban boards, messages, files, and follow-ups in one workspace, with a REST API and hosted MCP endpoint for AI agents.