Super Client Portal
A private space for your clients inside WordPress.
Replace scattered emails and shared drives with one branded portal your clients actually enjoy using.
Why choose this plugin
Everything in One Place
Projects, tickets, files, proposals, invoices, and messages. Your clients log in once and find everything they need.
Fully Branded Experience
Custom logo, colors, and domain. Your clients see your brand, not ours.
Built-in CRM & Pipeline
Track clients from lead to completion with customizable pipeline stages and automatic transitions.
Automate the Repetitive
Trigger emails, create tasks, move pipeline stages, and fire webhooks automatically based on events.
About
Give every client their own secure area to access files, messages, invoices, and project updates. Super Client Portal replaces scattered emails and shared drives with one organized hub, keeping client communication professional and centralized.
Everything included
Features built for real workflows
Client Portal
- Branded login page with your logo and colors
- Configurable tabs: Dashboard, Projects, Support, Files, Billing, and more
- Clean URLs like /portal/projects/ for a professional feel
- Two-factor authentication with backup codes
- Client teams with role-based shared access
CRM & Pipeline
- Customizable pipeline stages with colors and sort order
- Auto-transition rules based on payments, subscriptions, and more
- Account manager assignment per client
- Admin-defined custom fields for clients and projects
- Chronological activity log of all client events
Projects & Tasks
- Full project management with status tracking and progress calculation
- Reusable project templates with pre-configured tasks
- Clients can mark tasks as complete from the portal
- Auto-create projects from product purchases
- Task due dates with offset-based scheduling
Helpdesk & Tickets
- Ticket system with priorities, tags, and status management
- Internal staff-only notes invisible to clients
- Reply by email via SendGrid, Mailgun, Postmark, or IMAP
- Auto-assign tickets to staff members
- Email notifications for all ticket events
Proposals & Approvals
- Build proposals with line items, tax, and discounts
- Clients accept or reject proposals directly from the portal
- Auto-create projects when proposals are accepted
- Approval requests with file attachments and versioning
- Threaded comments and discussion on approval items
Automations & Analytics
- Trigger-based workflows for emails, tasks, tickets, and webhooks
- Full execution logs with timestamps
- Dashboard with project, ticket, and client analytics
- Monthly trend charts and team performance metrics
- Revenue tracking through payment integration
Perfect for
- Agencies sharing deliverables with clients
- Accountants and lawyers exchanging confidential documents
- Freelancers keeping project communication organized
Ready to get started with Super Client Portal?
One purchase. Lifetime updates. No recurring fees. Install it on your WordPress site in under two minutes.