01
Client Data Masking
Keep your client information safe. Team members only see what they need — names, phone numbers, and emails are automatically hidden. Admin retains full visibility while your team stays productive without accessing sensitive data.
02
Real-Time Live Chat
Seamless messaging between your team and clients. Start conversations, assign chats to team members, rename threads, react with emojis, and track read receipts — all from one unified dashboard.
03
Milestones & Project Tracking
Create projects with detailed milestones, track completion in real-time. When your team marks a milestone done, clients see their dashboard update instantly. Visual progress bars keep everyone aligned.
04
Team Task Management
Assign standalone or project-linked tasks to your team. Set priority levels from Low to Urgent, create groups, track deadlines. Team members can delegate tasks to each other and stay organized.
05
Proposals, Contracts & Invoices
A complete business pipeline inside your portal. Send proposals, get client acceptance, generate contracts, set project dates, and track invoices — every step auto-creates a dedicated chat thread.
06
Smart Alerts & Notifications
Payment reminders, project dependencies, milestone completions — keep clients and team in the loop with targeted notifications via push notifications.