Client portal

A client portal for every design and build project

You invite your clients to their own portal on each project, where they follow the progress and see the photos and approved drawings, and approve variations or sign off their selections without another email thread nobody can find.

app.navanto.co.uk
The Navanto client portal showing project progress, phase timeline and updates for a client
Their project, and only theirs
A client belongs to one project and never sees your other jobs, your tasks or your internal approvals.
You decide what they see
Drawings, files and dates only reach your client once you've approved or shared them on your side.
Your logo on it
You upload your logo for the portal and set the reply address, so replies to Navanto's emails come to your team.

Fewer calls asking how it’s going

A client who can see the progress for themselves doesn’t need to ring you to ask, and the portal gives them the weekly updates with their photos, the stages of the timeline and where the project is now. The approved drawings, the files you’ve shared and the dates that matter to them are there as well, in one place rather than spread across a year of emails.

Decisions you can find later

When your client approves a variation or signs off their selections on the portal it’s recorded with their name and the date, so when a question comes up at the end of the job you have the answer in writing rather than a memory of a phone call.

The conversation stays on the project

Your client and your team talk to each other on the project, rather than the conversation getting split across texts, WhatsApp and email with half of it on someone’s personal phone. They get an email when you send them a new update, unless they’ve turned that off, so they don’t have to keep checking in to see whether anything has happened.

You see exactly what they see

You can open your client’s portal exactly as they see it, so you can check a drawing or a selection is there before you tell them. Your team’s own site updates, tasks and internal approvals never appear on it, because not everything on a job is for the client.

Included on every project

The client portal comes with every plan on every project and it’s priced like everything else, by the number of active projects you run, so inviting your clients costs you nothing extra. When the job’s finished your client keeps access for three months and can export everything the portal showed them, so they leave with the photos, the contract and the approved drawings.

Read more about the client portal in the docs

See the client portal on your own projects

One plan priced by active projects, with every feature and unlimited seats included.