Marketplace

Client Portal

v0.1.1

by Adminium · Agencies & studios · PostgreSQL · MySQL · SQLite

Accept a proposal, the project appears. Open live demo →

Overview

Two shells over one set of records. The studio works in it all day — write a proposal, send it, and watch a project appear the moment the client accepts — while the client gets a minimal centered portal, no sidebar and no view of anyone else’s work, reached with nothing but an email address and a document number, to read the scope, approve a deliverable and settle an invoice. The manifest scaffolds the client, proposal, project and invoicing tables into your connected database and generates the record-keeping around them: the portal is the front of house, the dashboard is the office.

Capabilities

  • Payments
  • File storage
  • Email receipts

What you get

Tables it adds9
  • clients
  • proposals
  • proposal_items
  • projects
  • milestones
  • deliverables
  • invoices
  • invoice_items
  • payments

Created fresh, or mapped onto your existing tables at install.

Pages your dashboard gains5
  • Studio dashboardOutstanding, overdue and active projects, with an aging list and recent payments.
  • ClientsA searchable directory, each client opening onto one timeline of their proposals, invoices and projects.
  • ProposalsA CRUD grid with status chips, and the priced lines under each proposal.
  • InvoicesEvery invoice with its lines and the payments recorded against it.
  • ProjectsA board of active, paused and finished work, with milestones and deliverables on each card.
Roles it pre-builds1
  • studio-ownerRead and write every client, proposal, project, deliverable and invoice; payments can be recorded and corrected but never deleted, and settings and roles stay out of reach.
Settings you configure6
  • Studio name
  • Invoice number prefix
  • Default tax rate
  • Payment terms (days)
  • Currency
  • Reply-to address

Run it with your own data

Client Portal needs somewhere to keep your data. Answer one question and we will show you the shortest way there.

Do you already use Adminium?

Or start from the source

Clone it and run it anywhere — the README covers every option.

View on GitHub

Just looking? The live demo needs no setup at all and nothing you do in it is saved. Open the live demo