Choose the client view
We define the safe, relevant information each client should see: milestones, documents, tasks, messages, or approvals.
Sync Complete / Product guide
Custom client portalsGive clients one calm view of the work.
Branded client dashboards for documents, tasks, milestones, approvals, messages, and progress without exposing private system details. Clients know what is complete, what needs their input, where documents live, and who owns the next step.
Built around a useful outcome Connected to the wider system
Custom client portals / product preview Connected
Branded client viewProject overviewSafe status, documents, tasks, and updates without internal notes.
Documents2 ready
Tasks1 next
UpdatesClear owner
Clients know what is complete, what needs their input, where documents live, and who owns the next step.
How it works
The path from signal to next action.
Clients know what is complete, what needs their input, where documents live, and who owns the next step.
Brand the experience
The portal uses the approved identity and language so it feels like part of the service, not another disconnected login.
Keep work moving
Client actions, uploaded documents, approvals, and team updates return to the connected workflow.
Connected workflow
See the connected workflow.
The product scene shows the starting signal. This sequence makes the handoff visible, from the first decision to the next useful action.
Choose the client view
We define the safe, relevant information each client should see: milestones, documents, tasks, messages, or approvals.
Brand the experience
The portal uses the approved identity and language so it feels like part of the service, not another disconnected login.
Keep work moving
Client actions, uploaded documents, approvals, and team updates return to the connected workflow.
Why it matters
Designed to protect time and trust.
Agencies, service providers, and project teams that need to share progress and next steps without managing a maze of email threads.
Fewer status emails
Clients have a dependable place to check progress and open requests.
Clearer approvals
The team can see what needs a decision and what has already been approved.
A more professional handoff
The delivery experience reinforces the quality of the work itself.
The connected system
One product, more useful together.
A client portal can surface the right slice of conversations, documents, tasks, payments, and reporting while keeping internal records and private data protected.
Customer context
Conversations and contact history keep the starting signal visible.
Next action
Booking, campaigns, pipeline, or a human handoff can follow with a reason.
Learning loop
Reporting gives the team a way to review what happened and improve the process.
Inside SimplySync
Keep the important context.
A client portal can surface the right slice of conversations, documents, tasks, payments, and reporting while keeping internal records and private data protected.
Explore Sync Complete01Choose the client view
02Brand the experience
03Keep work moving
Questions owners ask
Clear answers before action.
Can each client have a different view?+
Yes. Access and layout can be scoped to the client, project, service, or information they are authorized to see.
Can clients upload documents and complete tasks?+
Yes. Those actions can be part of the portal flow and routed back to the team’s work queue.
Is the portal a replacement for our internal system?+
It is a client-facing layer. We connect it to the appropriate internal workflow without exposing internal notes, credentials, or unrelated client data.
Keep exploring
Connected ways to improve the journey.
Explore the product pages that naturally share context with custom client portals.
Start with the right next step
Make custom client portals part of a system that works together.
Bring the current process, bottleneck, or opportunity. We will map the most useful place to begin.