How do I use Consultant Client Portal?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 7 projects & knowledge bases, 2 AI agents, and 3 automations & workflows — ready to run or customize after you clone.

Who created Consultant Client Portal?

Team Taskade published this crms app in the Taskade Community Gallery.

Consultant Client Portal

@taskadeLegend

7 2 3

Clone to Workspace

Consultant Client Portal: each client signs in to see their own requests, updates, files and invoices, and sends a new request from a phone.

Category: CRMs Forms Portals
Tags: Full workspaceMulti-project
Creator: @taskade

/share/apps/s33bcd620n9zt85h/preview

About

Consultant Client Portal: each client signs in to see their own requests, updates, files and invoices, and sends a new request from a phone. You and your techs see every client. A help chat answers from your guides.

FAQ

: Consultant Client Portal: each client signs in to see their own requests, updates, files and invoices, and sends a new request from a phone. You and your techs see every client. A help chat answers from your guides.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 7 projects & knowledge bases, 2 AI agents, and 3 automations & workflows — ready to run or customize after you clone.
: Team Taskade published this crms app in the Taskade Community Gallery.

Consultant Client Portal

About

FAQ

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