Client portal | Voters

Client portal

complete

Kara Johnson

I’m looking for a business management system to better streamline my freelancing business but I’m looking for one that gives my clients access to workspaces.

Created by Erica Rosas

October 7, 2021

Erica Rosas

marked this post as

complete

Let’s transform the way you engage with your clients! Project portals are now on Indy — invite your clients into your workspace so you can stay aligned on tasks, share files, and collaborate with real-time chats. 🎉

Erica Rosas

Merged in a post:

Chat client portal

Rajeena Nizamudeen

I'd like my clients to have access to a chat portal where they can view chats exactly as I do.

July 5, 2023

Jonathan Ramos

marked this post as

in progress

Hi Indy community,
We deeply apologize for the delay in releasing Client Portal. Unexpected challenges popped up, and it took us longer than anticipated to develop, test, and stabilize the feature.
Our team is excited to announce that the first version of Client Portal will be out next week! We've been working tirelessly on it since we teased it in our newsletter and we will continue to make improvements spearheaded by your valued input — so please don’t hesitate to leave any feedback once the feature has been released.
Thanks a bunch for your patience.

Helene Llorens

Jonathan Ramos: thank you soooo much for all your work. I can only imagine the technical challenges you had to face to set up such a specific feature. Can't wait to try it! 💜

Marii Nieves

i'm leaving Indy after months waiting for the client portal.

Seth Hasty

Marii Nieves: yea, i have given up hope too.

Jonathan Ramos

Hey Marii Nieves and Seth Hasty,
We deeply apologize for the delay in releasing Client Portal. Unexpected challenges popped up, and it took us longer than anticipated.
Our team is excited to announce that the first version of Client Portal will be out next week! We've been working tirelessly on it since we teased it in our newsletter. We value your input, so we'll be actively gathering feedback to make continuous improvements.
Thanks a bunch for your patience. Hang in there with us a bit longer, and I'll reach out to you personally to keep the conversation going.

Little Paddocks Flowers IOW

I contacted support regarding the client portal and got... "We are actively working on our first version of the client portal and will be releasing it over the next few weeks. We're targeting a release at the end of May."

Seth Hasty

Little Paddocks Flowers IOW: this is beyond frustrating. Ive been holding out hope for a couple of years on this... and then a couple months ago they teased a beta version being released in May-June.

Ive emailed multiple times asking questions on this, all ignored. Not sure why they would even mention it if they cant deliver.

Jonathan Ramos

Hey Seth Hasty, 
We sincerely apologize if you experienced any frustration due to the delay in the release of Client Portal. You won't have to wait much longer; the feature will be available to use next week.
We're sorry to hear that your inquiries were ignored, and it's a bit surprising to us since our support team is very responsive. We've taken a look at our support channel to make sure that we weren't missing any messages from you and other community members, but we couldn't find any. The best way to get in contact with our support team is to use the 'Contact support' button in your profile dropdown menu.
We appreciate your candor in this feedback as it lets us know where we can improve!

Shala Pascucci

Hi, are there any updates on this? I see it's under review. This is the only thing holding me back from using Indy.

Jonathan Petrous

I would like to have a Client Portal as well - the other features are clean and definitely better than some other tools I found. But the lack of a portal makes it challenging to communicate with my clients .. the lack of a centralized hub is an issue.

Accept requests
Job or Task Queue
Review Invoices
See Projects/Review Projects
Review Proposals
Review Contracts
Direct Chat and Messenger

.. Only a few things that could really make this app pop.

Ryan Marsh

Would love to know when the client portals will be available? Its going to be ideal to be able to invite clients to see their project, files and chat all in one place.

D G

Just curious how far out this feature is? It's one of my most important deciding factors on which freelance platform to stick with.

Brandon Smith

Hi voters!
Thanks for your thoughts and votes on this topic. This is a big area we want to focus on next, so we’re hoping to talk with you about it in more depth with a 1:1 customer interview. 
(UPDATE: Interviews are now closed.)

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