Clients see status without chasing updates
Give customers one place to check project progress, next steps, and open items.
Give clients a project portal that stays connected to delivery, approvals, and payment
TotalDeal helps small teams run a cleaner project client portal with status visibility, file sharing, comments, approvals, invoices, and payments tied back to the CRM.
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Project status visibility
Client-facing approvals
Portal to payment
Project client portal workflow
Product screenshot will appear here once
screenshot.png is available.Why teams look for a project client portal
Once work is active, customers want a cleaner experience than email updates and loose file links. Teams need project communication tied to the same account, approvals, and billing workflow.
Files and feedback stay in context
Keep comments, revisions, and approval activity tied to the active project instead of scattered threads.
Internal teams keep full visibility
Portal activity stays attached to the CRM record, delivery workflow, and project history.
Billing can follow the work naturally
Move from project review into invoices, pay links, and payment follow-through without switching systems.
What TotalDeal includes
Client-facing project portal
Give customers one workspace for project files, updates, and next actions.
Approvals and signoff
Collect comments, approvals, and review decisions inside the same client-facing workflow.
CRM and project visibility
Keep account history, delivery status, and team handoff tied together.
Invoices and payments
Connect finished work to invoices, payment reminders, pay links, and collection visibility.
Best for / Not for
Best for
Service teams, consultants, and creatives who want clients reviewing active work inside a project portal connected to approvals and billing.
Not for
Teams that only need a simple file-share folder or a basic project board without client visibility, approvals, or payment follow-through.
Project client portal FAQs
What makes a project client portal useful?
It should let customers see status, review files, give feedback, approve work, and stay aligned on next steps without hunting through email threads.
Can TotalDeal connect the portal to approvals and invoices?
Yes. TotalDeal can keep project portal activity connected to approvals, invoices, pay links, and payment visibility.
Who is this workflow best for?
It fits small client-work teams that need customers engaged during delivery, not just at the lead or billing stage.
Related pages
Client Portal Software
See the broader client-facing portal angle on this workflow.
CRM with Client Portal
Explore the CRM-first version of the same portal system.
Project Approval Workflow
See how signoff and review fit into active delivery.
Client Feedback Software
Go deeper on collecting comments, revisions, and decisions in context.
Invoice Reminder Software
Connect completed work to payment follow-up and reminder workflows.
Resources / Compare workflows
Compare the adjacent workflows buyers usually evaluate when they want a project portal tied to customer visibility, approvals, and billing.
All Features
See the full product behind portal access, projects, approvals, invoices, and payments.
Client Portal Software
Compare the client-facing portal angle on the same workflow.
CRM with Client Portal
See the CRM-first version of a connected project portal.
Client Feedback Software
Explore the feedback and revision side of active project work.
Project Approval Workflow
Compare signoff, review, and handoff inside delivery.
Invoice Reminder Software
See how project completion flows into invoice follow-up and payment collection.
Make delivery feel more professional from kickoff to paid invoice
Start the free trial if you want to test the project portal yourself. Book a live demo if you want help mapping the client-facing workflow first.