GennieProject Management
🤝
Gennie Core Feature

Client Management

Give your clients a front-row seat to their projects. Our white-labeled client portals foster trust and transparency while keeping everyone aligned.

9.8/10

Trust Score

95%

Client Ret

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Client Management

How it works

Get up and running with Client Management in three simple steps.

1
📨

Invite Client

Send a secure access link to your chosen client.

2
👓

Set Scope

Define specific projects and tasks the client can view.

3
🚀

Launch

Enable the branded portal for a professional experience.

🏢

Custom Portals

Invite clients to their own dashboard. Control exactly what they see - from high-level progress charts to specific line items.

Branded client portals
Secure client access to projects
Client feedback and approval workflows
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Custom Portals
🎨

Branded Experience

Apply your brand's colors and logo to the portal, providing a professional and consistent interface for your clients.

File sharing with clients
Client-facing reports and dashboards
Customizable client permissions
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Branded Experience

Gennie vs. Legacy Tools

Why high-performing teams are making the switch.

CapabilityGennieAlternative
Branding
Full Whitelabel
Vendor Logo Only
Visibility
Task-level control
All or Nothing

Built for elite teams

Engineered to eliminate friction and accelerate delivery.

Professional Image

Branded portals and polished reports impress clients and win more business.

🔄

Seamless Collaboration

Clients can track progress, provide feedback, and approve work without email chaos.

📈

Build Trust

Transparent project tracking and regular updates keep clients informed and confident.

Common Questions

Find answers to frequently asked questions about Client Management.

Yes, comments can be marked as 'Internal' or 'Client-Visible' to protect sensitive team debates.
On our scale and enterprise plans, you can fully white-label the portal with your own domain and branding.
No, guest access for clients is unlimited and free on all paid plans.
Yes, you can toggle 'Create' permissions if you want clients to be able to log requests directly.

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faster?

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