Customer Dashboard & Client Portal

The Customer Dashboard is a professional, branded client portal that you can provide to your customers. Clients get secure access to view project status, milestones, documents, and time spent – without access to your internal data. The portal replaces endless email chains and phone calls about project status.

The Customer Dashboard is particularly suitable for agencies, web designers, software developers, architects, consultants, and all service providers who work project-based for clients. Wherever transparency and professional client communication are important, the portal offers real added value.

You invite customers via email invitation. They receive an individual, secure login link and can set their own password. Optionally, Single Sign-On (SSO) is available for enterprise customers. The entire onboarding process takes just a few minutes.

Yes, the Customer Dashboard is fully brandable: Your own logo, individual color palette, custom domain (e.g. portal.yourname.com) and customized email templates. Your customers experience a seamless brand experience without any reference to fynoAI – only your branding is visible.

You have full control over what information is visible: Project progress with visual bars, milestones and deadlines, uploaded files and documents, comments and feedback threads, optionally time entries and hours. Internal notes, cost estimates, and team communication remain invisible to customers.

The approval workflow replaces cumbersome email chains: You mark designs, documents or milestones as 'Ready for approval'. Customers automatically receive a notification and can approve directly in the portal with one click, reject with comments, or leave change requests. All approvals are logged with timestamp.

Yes, customers can upload files like images, PDFs, briefings or reference material directly in the portal. All uploads are automatically linked to the corresponding project and are immediately visible to your team. Versioning ensures that no important files are lost.

Customers receive automatic email notifications for new documents, status changes, comments, or when approval is required. The notification frequency is individually configurable – from real-time notifications to daily summaries.

Yes, the Customer Dashboard is fully GDPR compliant: All data is transmitted (TLS 1.3) and stored (AES-256) encrypted. Hosting is exclusively in the EU. You have full control over access rights and can deactivate customer access at any time. Audit trails log all access.

Yes, you can invite any number of contacts from a customer. Each receives their own login with individual permissions. For example, the project manager can have full visibility while the CEO only sees milestones and approvals.

Studies show that a transparent client portal eliminates up to 60% of status inquiries. Customers can inform themselves about project status at any time instead of contacting you by email or phone. This saves valuable time for you and your team.

Yes, optionally you can make logged time entries visible in the Customer Dashboard. This way, customers can see how much time is going into their project. Visibility is individually configurable per project – you keep full control.