Customers & Sales
A Branded Portal Your Clients Actually Use
Clients and contractors log in to exactly what they should see — nothing more.
In Short
What Is Client Portal in IFX Hub?
The IFX Hub client portal gives clients and contractors a limited login scoped to specific projects. Clients see the updates, deliverables, and documents you enable, can change deliverable status and comment on documents, and are greeted with your welcome message and branding.
- Client & Contractor Roles
- Configurable Tabs
- Two-Way Collaboration
- Welcome & Branding
Client Portal
Your IFX Hub · Customers & Sales
Client & Contractor Roles
Separate roles, each limited to specific projects. Contractors see only projects they have tasks on.
Configurable Tabs
Updates, deliverables, and documents — each can be switched off.
Two-Way Collaboration
Clients change deliverable status and comment on documents.
Welcome & Branding
A welcome message and your branding on your domain.
Private Links Too
Invoices, proposals, decks, and notes can also be shared as tokenized links with no login.
5 capabilities, on the same records as every other module.
Capabilities
What Client Portal Does
The building blocks of this module — shaped around your own fields, statuses, and workflows when we build your hub.
Client & Contractor Roles
Separate roles, each limited to specific projects. Contractors see only projects they have tasks on.
Configurable Tabs
Updates, deliverables, and documents — each can be switched off.
Two-Way Collaboration
Clients change deliverable status and comment on documents.
Welcome & Branding
A welcome message and your branding on your domain.
Private Links Too
Invoices, proposals, decks, and notes can also be shared as tokenized links with no login.
Works With
Runs Natively in Your Hub
This module needs no third-party service — it runs entirely on your hub's own database, roles, and audit log. Anything with an API can still be connected as a custom integration.
No extra accounts, keys, or vendors. It works the day the module is installed.
How It Connects
Client Portal Shares Its Records With
Nothing syncs between these modules because they're the same system — one record, one login, one place to change it.
FAQ
Questions About Client Portal
Can customers self-serve invoices and orders?
Yes. Clients can log into the portal for their projects and documents, and invoices, proposals, and decks can be shared as private links that need no login. Self-service ordering portals are built as part of your hub when you need them.
Client Portal in Your Hub
See Client Portal Running on Your Data
Book a discovery call and we'll show you this module shaped around your fields, workflows, and statuses — and what else your hub should include.