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

TopLeft for AutoTask and ConnectWise

A glimpse of how our Kanban Boards can elevate your current PSA tools and MSP workflows:

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 can be embedded into existing client portals like CloudRadial.

Client Portal is an add-on available to TopLeft subscribers.

Laptop TopLeft (10 × 6 in)

Pricing for client portal

TopLeft Kanban boards don't just make your team more effective. They make your client
communications faster and differentiate you from your competition:

per company/month

$10/mo

Give clients direct access to Kanban boards

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Let clients add notes and drag cards to keep work up-to-date

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Control which tickets, tasks, and projects are seen by clients

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Invite unlimited contacts per licensed company

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Customize branding to keep your client experience consistent

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Share Kanban boards with clients, and reduce time spent in meetings and emails.

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Each Manager license includes 5 Client Portal licenses. Volume pricing as low as $5.83.

Already a TopLeft subscriber? To begin using Client Portal, purchase licenses from the
Manage Subscription page of your app's settings area.

Request a live demo

Got 45 minutes to spare? Let us show you what TopLeft can do for your MSP company. No strings attached.