One link for your client. Everything in it.
Give each client a private place to see progress, review deliverables, sign agreements and pay invoices: no login hunt, no attachments.
In private beta See the portal
LESS “DID YOU GET MY EMAIL?”
Your client always knows where things stand.
Progress without the status email
Clients see finished tasks and milestones you choose to share.
Review in one place
Deliverables arrive as versions with approve and request-changes, so feedback stays tidy.
Sign and pay
Agreements are signed electronically with a verified email; invoices are paid from the same place.
WHAT YOU SHARE
You decide what they see.
Share the parts of a project that matter to the client and keep your internal notes internal.
- Shared tasks and milestones
- Deliverables with versions
- Files and docs you choose to share
- Last-visit tracking so you know they’ve looked
DECISIONS
Approvals that stick.
Quotes, proposals and contracts come with a clear record of who approved what, and when.
- Accept quotes and proposals online
- E-signature with emailed code
- Signature certificate on every signed contract
- Download PDF copies anytime
EVERYTHING INCLUDED
Everything your client needs, nothing they don’t.
SEE
- Project progress
- Shared files
- Updates
- Calendar dates
REVIEW
- Deliverables
- Versions
- Comments
- Approvals
DECIDE
- Quotes and proposals
- E-signature
- Invoices
- Payments
EXANNIO · PRIVATE BETA
Keep clients close. Keep work moving.
Exannio is currently in private beta.
In private beta