Describe your business and get a working client portal. This is for the realtor, the agency owner, or the contractor who is tired of emailing files back and forth. Each client logs in and sees only their own projects, files, and status updates. With this business to client portal converter you turn a scattered inbox into one calm place clients can trust. Describe who your clients are and what they need to see, and Taskade Genesis builds the portal around it.
What's Included
- Client Portal: A branded login where each customer sees their own projects, files, and progress, and nothing belonging to anyone else.
- Connected Projects: Customers, projects, and files link together, so opening a client shows every job and document tied to them.
- AI Agent: Answers plain questions like "which clients have not opened their portal this week?" or "who is waiting on a file from us?"
- Permissions: Set who can view, comment, or edit, so clients see updates without touching your internal work.
- Automation: New project added? The client is invited and a welcome note goes out, with no manual step from you.
How To Use
- Clone this app into your Taskade workspace.
- Add your clients and their active projects as connected projects so each portal fills itself.
- Set who sees what with role-based access before you invite anyone.
- Add a custom AI agent to answer client questions and flag who is waiting on you.
- Send each client their login and let them check status themselves, so your inbox finally goes quiet.
Browse more live business apps in the Community Gallery to see what other operators have cloned and shipped.