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