Give each client their own portal with files, invoices, messages, and proposal status. One link. No login required. Fully branded with your logo and colours.
Included free on Pro plan -- no extra charge per portal
A clean, professional portal that makes you look like an agency -- even if you are a solo freelancer.
Share a single secure link with your client. They get instant access to their portal -- no account creation, no passwords, no friction. Just send the link and they are in.
Files. Invoices. Messages. Branding. Four pillars of a professional client experience.
From receiving the link to paying the invoice -- here is the client experience, step by step.
See why client portals are the most loved DealPilot feature.
“My clients love the portal. They can see their proposal, download files, and pay invoices all from one link. It makes me look incredibly professional.”
“Before DealPilot, I was sending files through Google Drive, invoices through Stripe, and updates over email. Now it's all in one place.”
“The no-login requirement is genius. I send one link and my clients can do everything. No passwords, no friction, no support tickets.”
Your AI envoy. Every client, every deal.
Create branded client portals with files, invoices, and chat -- all from one shareable link. No login required.
Free forever plan -- No credit card -- Pro portals from $12/mo