Features/Clients
A client portal with your name on it.
Clients log in to see progress, approve work, message your team and find every file and invoice. They never have to learn another tool, and they never see ours.
Demo workspace. Nike, Zara and H&M appear as example client names only; they are not Crewqo customers and their names belong to their owners.
Your clients get their own front door.
Every client gets a free login to a portal in your colours. Tasks, approvals, files, chat, updates and requests sit in one place, so nobody digs through email threads again.
- Free portal logins for your clients
- Project progress, tasks and latest updates
- Approvals, files and chat in one place
- Clients send requests and see who has them
- Your logo, colours and web address
Sign-off on every version, in writing.
Send a deliverable for review, the client opens it, leaves a comment and approves or requests changes. Every version is kept, so there is never an argument about what was agreed.
- Version history on every deliverable
- Approve or request changes in one click
- Comments and questions on each deliverable
- Your team is notified the moment it is approved
- Final packages when the work is done
One thread per client, files included.
Clients message your team from the portal and you reply from Crewqo, with files and pictures. The whole history stays with the client, not in someone’s inbox.
- One conversation per client
- Files and pictures, with an optional note
- All client conversations on one screen for your team
- Also reachable from Team Hub
From enquiry to client without retyping.
Build a form from a template, share the link or embed it on your website, and turn each answer into a lead. Follow every lead from the first message to a signed client.
- Templates for enquiries, briefs, feedback and job applications
- Share a link or embed it anywhere
- Answers can create a lead automatically
- Stages from New to Follow-up, Booked and Client
- Download answers as a spreadsheet
Everyone at every client, findable in a second.
Keep the people behind each account: who approves, who pays, who to call. Search every client at once, or filter to the primary contacts.
- Contacts linked to each client
- Job title, email, phone and WhatsApp
- A primary contact for each client
- Search by name, email or company
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