The Client Portal for WordPress

Give every client their own workspace.

ClientPress is the self-hosted client portal and project management plugin for WordPress.

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ClientPress Dashboard Screenshot

Give Everyone Their Own Workspace.

ClientPress is purpose-built for clients and teams.

  • Everything your team needs in one place.
  • Built to scale without per user pricing.
  • Your brand, your domain, your data.

Dedicated Client Onboarding

Task Lists & Progress Tracker

Discussion & Message Boards

File & Deliverable Management

Organize Your Tools & Links

Approval & Revision Management

Screenshot of the onboarding module for our client portal plugin.

Easy Onboarding

Onboarding clients, freelancers, or new hires doesn’t have to be so hard. Use our onboarding module to map and track the entire onboarding experience for everyone on your team.

  • Create reusable onboarding templates.
  • Assign onboarding tasks to users.
  • Set due dates.
  • Send reminders.
  • Track user progress.

Milestone Management

Our milestone module makes it easy for clients and teams to track a project’s progress from start to finish. Add each major milestone to the project.

  • Create reusable milestone templates.
  • Set due date for project milestones.
  • Associate milestones with tasks lists or create their own.
  • Native payment system with Stripe integration.
  • Streamline account receivables.
  • Set deposit requirements before a task is started.
  • Set balance due after milestone is completed.
Screenshot of our project milestones module from our client portal plugin.
payments clientpress 2

Payments in the Portal

Connect ClientPress to Stripe to collect deposits and balances due as you move from one milestone to the next.

  • Make it clear that a deposit is required to start a milestone
  • Send payment reminders
  • Stripe handles checkout and compliance
  • For large amounts allow clients to “pay by check”

Scoping Made Simple

Our scope spaces are dedicated portals for clients as you scope and estimate the cost of their project. From website design to building an apartment complex, our scope spaces make it easy to set clear expectations with your clients.

  • Scope simple and complex projects
  • Show or hide estimates
  • Create estimates per phase or by line item
  • Convert the space to a portal whenever you’re ready.
scope space
Screenshot of our task list from our client portal plugin.

Centralized Task Lists

Keep all of your task lists organized with our tasks module. You stay on track, and your clients know what’s done, what’s next, and what’s in progress.

  • Manage task status from to-do to done.
  • Assign tasks to users
  • Set due dates
  • Standard lists, kanban boards, and calendar views
  • Client-facing interface keeps them updated

Clear Communication

Keep your conversations organized in a message board, so you and your team can keep topic-based discussions centralized instead of scattered emails and direct messages.

  • Threaded replies
  • Pin threads to the top
  • Magic login links to minimize friction
  • User tagging
  • Reply by email (coming soon)
Screenshot of our message board from our client portal plugin.

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