What is client portal in Helium Suite?
Winning a deal creates a client portal automatically: a private, branded space where that one client sees their proposals, project progress, files, and invoices. Nothing they see belongs to any other client.
Access is link-based, not password-based: the client gets a secure invite and opens their portal directly, no account to create or password to remember.
How to use it
Portal is created automatically
Winning a lead or starting a project spins up a portal for that client.
Brand it (Pro & Ultra)
Add your logo and colors so the portal feels like your business, not a third-party tool.
Invite the client
Send a secure link by email; they open their portal directly, no sign-up required.
They review, approve, and pay
Proposals get approved and invoices get paid from inside the portal.
How it helps you
No account for the client
A link-based invite means zero friction, nothing for them to set up.
White-labeled on Pro & Ultra
Your logo and colors, not a generic third-party login screen.
Fewer status calls
Progress, files, and invoices are visible whenever the client wants to check.
One link, everything
Proposals, project updates, deliverables, and invoices in a single place.
Who it's for
Agencies that want to look bigger
A branded portal reads as more established than an email thread.
Freelancers tired of status updates
Let clients check progress themselves instead of asking for an update.
Anyone billing online
Clients can pay an invoice from the same place they review the work.
What's included
- Automatic portal creation on won leads
- Link-based access, no client password
- White-label branding (Pro & Ultra)
- Proposal approval and invoice payment in-portal
- File sharing organized by project
Client Portal FAQs
Does my client need to create an account?
No. Access is by secure invite link, they open their portal directly.
Can I use my own branding?
Pro and Ultra plans support your logo and brand colors on the portal. Free plan portals carry Helium Suite's default branding.
Can multiple people from the client side access it?
The portal is tied to the client record, and any recipient with the invite link can view it, so it works for a small client team as well as one contact.
Bring client portal into your workflow
Free to try. Upgrade only once you outgrow it.