Kanban Boards For Your Clients Too
TopLeft Kanban boards don't just make your team more effective. They make your client communications faster and differentiate you from your competition:
- Knock your clients' socks off with self-serve access to project and helpdesk ticket status
- Eliminate "what's happening with my ticket?" questions from your clients
- Spend less time in project update meetings with clients
- Stop projects stalling when clients forget what tickets and tasks are waiting on them
- Offer portal access in your higher-tier plans to push upgrades and increase your recurring revenue
What is TopLeft's Client Portal?
Client Portal in TopLeft gives your clients self-serve access to Kanban boards.
Your clients can:
- See which tickets are in any stage of your team's workflow, such as Ready, Waiting, In Progress, or Complete.
- See only the tickets, tasks, and projects relevant to them.
- See just the right level of detail about the work. Details can include assigned technicians, time budgets and logged time, notes, and due dates and SLAs.
- Communicate with you by entering notes on cards or dragging to move cards between columns. The tickets are updated in your PSA immediately.
Client Portal is an add-on available to TopLeft subscribers.
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Pricing in USD
Pricing for Client Portal
Each client company/account using Client Portal needs a license. For each licensed company, there's no limit to the number of people who can have access to TopLeft.
$25 per company/month (paid annually) or $30 per company/month (paid monthly) ✔️ Give clients direct access to Kanban boards ✔️ Let clients add notes and drag cards to keep work up-to-date ✔️ Control which tickets, tasks, and projects are seen by clients ✔️ Invite unlimited contacts per licensed company ✔️ Customize branding to keep your client experience consistent
Already a TopLeft subscriber? To begin using Client Portal, purchase licenses from the Manage Subscription page of your app's settings area. |
Need to share Kanban boards with many companies? Volume rates begin at just 10 licenses.
Request a live demo
Got 45 minutes to spare? Let us show you what TopLeft can do for your MSP company. No strings attached.