VEXEN Portal
Clients see progress without chasing you.
Each client gets one place for updates, milestones to approve, files and messages, signed in with a code sent to their email.
14 days free, no card needed.
What it does
Updates and milestones
Post progress and show each milestone with where it stands.
Approvals that update themselves
Ask the client to approve a milestone. Their answer, or the changes they ask for, lands back on the project.
Files both ways
Share deliverables and receive the client's files, kept with the project.
Messages
Clients write to your team from the project, and you're told by email.
No passwords for clients
They sign in with a code sent to their email. Each client sees only their own projects.
Your logo
On VEXEN Scale the portal shows your logo instead of VEXEN's.
Up and running today
- Turn on the portal and choose its title and colour.
- Share a project with its contact.
- Your client signs in with a code and sees updates, milestones and files.
Better together
Works with VEXEN CRM
Projects are your CRM records, so nothing is typed twice.
Automations
With the Sales bundle or Complete, a client's approval can create the next task for your team, or post the next update for the client.
Questions
How does the free trial work?
Every new company gets 14 days of VEXEN Complete with no card needed. Choose what you want to keep before it ends; your free days carry over. If you don't choose, your company simply becomes read-only. Nothing is deleted.
Why does it need the CRM?
The portal shares your projects, and projects live in the CRM. Add both, or choose VEXEN Complete.
Can clients see each other?
No. A client only ever sees the projects shared with their own email address.