One place for your clients after the sale.
Clients need one clear place to go after they sign. smbgen-core gives them a real portal — login, files, messages, billing, and project status in one view — so they feel taken care of and your team spends less time on status updates.
A professional post-sale experience that builds trust
Three steps. No manual work.
Client is invited and registers
After booking or contract sign, the client receives an invitation. One click, they set their password and they're in.
They see their dedicated space
Their portal shows exactly what's relevant to them — project status, files uploaded for them, messages, and billing history.
Ongoing collaboration in one place
Messages, approvals, invoice payments, and file updates all happen here — not scattered across email threads.
Everything you need. Nothing you don't.
Secure client login
Each client has their own space — no shared passwords, no seeing other clients' work.
File sharing + approvals
Upload deliverables, get sign-off, and track version history without emailing attachments.
Direct messaging
A thread per client, visible to your whole team — no context lost in individual inboxes.
Billing view
Clients see invoices and can pay directly from from the portal.
Project status
Show progress stages so clients always know where things stand without asking.
Email verification
Portal access is gated behind email verification — no surprises.
Built for businesses that move fast.
Replace the Dropbox-link-in-email workflow with a real client experience that reflects your brand.
Give clients a single place for documents, billing, and communications — cut the status update calls.
Keep clients in the loop on milestones and deliverables without switching to a project management tool they won't use.
Ready to add Client Portal
to your stack?
Book a 30-minute discovery call and we'll walk through exactly how it fits your setup — no fluff, no obligation.