Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Messages
Make client communication secure and seamless, and never miss a message with comprehensive email notifications.
Start for free. No credit card required.
Overview
The Messages App makes client communication seamless, secure, and integrated. Clients can reply right inside your portal or directly from email notifications — so working with you feels effortless, even for clients who live in their inbox.
Key Benefits
Secure, centralized messaging that keeps every client conversation organized in one place inside your portal.
Clients and teammates can reply straight from email notifications, and replies sync automatically into the app.
Send one message to all clients or companies at once, BCC-style, without exposing recipients to each other.
Built-in team collaboration for internal notes, private team chat, and @mentions to pull teammates into a conversation.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Messages template
Start from this template for free and make it yours in minutes. No credit card required.