ConceptInteractive Demo
Client Portal
Project transparency with progress, messages, and billing
Progress TrackingMilestone CountdownBudget VisibilityMessage ThreadPhase StatusMulti-Project ViewBilling Transparency
Client Portal
Live project status for every active client
3
Active Projects
1
In Review
$25,650
Total Billed
57%
Avg Progress
Active Clients
DM
Meridian Plumbing Co.
Dave Merritt · dave@meridianplumbing.com
Custom Business Website
Project Progress65% complete
Budget
$8,500
Billed: $4,250
Remaining: $4,250
Next Milestone
Homepage Approval
Mar 20, 2026
Status
In ProgressDM
Looks great! Can we adjust the color scheme?
2 messages
JP
Atlas Consulting Group
Jessica Price · j.price@atlascg.com
CRM System + Client Portal
Project Progress90% complete
Budget
$22,000
Billed: $18,700
Remaining: $3,300
Next Milestone
Final Sign-off
Mar 15, 2026
Status
In ReviewJP
Excellent work, we'll review by Friday.
2 messages
RK
Bloom Botanicals
Rachel Kim · r.kim@bloombotanicals.com
E-Commerce Platform
Project Progress15% complete
Budget
$18,000
Billed: $2,700
Remaining: $15,300
Next Milestone
Wireframe Presentation
Mar 25, 2026
Status
PlanningB
Kickoff call confirmed for Monday at 10 AM.
1 message
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