Where a client lands
When they sign in, the overview of their own company is the first thing they see.
The problem
“Where are we with the checkout?” It’s the third email this week.
Where things stand, on one page per customer.
Every customer has one page that answers “where are we?”: what’s in progress, what was said and which documents were added. It’s where your client lands when they sign in, and it comes from the work itself, so nobody has to keep it up to date.
01 · One page per customer
The whole relationship on one screen.
Here you find the work in progress across all of the customer’s projects, the latest from the feed with a box to post right there, the boards and the newest documents. Your team also sees the people involved and the month’s hours. Every card opens the full view behind it.
- Your side shows a warning when an item in progress runs over its quoted estimate.
- The people holding open items, and the client’s own contacts, are worked out from the work itself.
Muster GmbHOverview · Feed · DocumentsYour view
In progress
SEPA direct debit9.4 / 8 h
Invoice PDF export3.0 / 6 h
Staging certificates1.5 h
Hours · September
41.5h logged · 35.0 on client items
Only your agency sees these hoursFeed
Jonas B.Update
Checkout is on staging — please try a SEPA order.
Boards
Portal RelaunchInfrastructureRecent documents
📄 Checkout — brief📄 Mandate texts02 · Two sides, one page
Your client sees progress. You see the hours.
Both sides look at the same page, drawn for each of them. Your client sees the work in progress without any numbers, the feed and the documents shared with them. Your team also sees who is involved on both sides, and the month’s hours at the top, split into client items and internal work, week by week.
- Internal items show on your side only, with a mark, so nobody wonders why the client can’t see one.
- Reading the overview doesn’t clear the feed’s “new” marks. Only opening the feed does.
Muster GmbHOverview · Feed · DocumentsClient view
In progress
SEPA direct debit
Invoice PDF export
Feed
Jonas B.Update
Checkout is on staging — please try a SEPA order.
Boards
Portal RelaunchInfrastructureRecent documents
📄 Checkout — brief📄 Mandate texts03 · Per project, too
Board, feed and documents, one tab apart.
Each project has its own board, feed and documents, plus settings for who can reach it. Every view has its own address, so a link pasted into the feed opens exactly the project it came from.
Muster GmbH /
Portal Relaunch
BoardFeedDocumentsSettings
/customers/muster/projects/portal
In detail
The month’s hours
Split into client and internal work, week by week, and visible to your agency only.
Composer on the page
Post an update without leaving the overview. It reaches exactly the people it would from the feed.
Project access in one place
See who can reach a project and why, and grant or revoke access in the project’s settings.
Other features
See it with your own customers in it.
We’ll set up your workspace with you and move your current projects over before the first call ends.