Everything in one place
Documents, tracked URLs, Loom videos, Calendly links, Figma files, Google Docs — organized in branded tabs your clients can navigate instantly.
Client Portal
One branded space for everything your client needs
Share documents, embed videos, organize resources, and track engagement — all from a single link your clients actually use.
No credit card required. Set up in under 5 minutes.
Your clients don't need another login. They need one link.
Scattered email attachments. Files lost in threads. "Can you resend that proposal?" Three different tools to share a report, a Loom walkthrough, and a Calendly link. Whether you call it a client portal or a customer portal, your clients deserve a better experience. You deserve to know what they actually looked at.
Why teams love HummingDeck
Know what they engage with
Per-page time tracking, click analytics, view notifications. See exactly which document your client spent 8 minutes on and which they skipped entirely.
Set up in minutes, not weeks
No onboarding calls. No migration projects. Paste a URL, drag your documents in, share the link. Your client portal is live.
Organized
Organize with tabs
Structure your portal the way your client thinks. Create tabs for different project phases, content types, or deliverables — Proposal, Resources, Onboarding, Reports. Each tab holds documents, URLs, embeds, and checklists.
Tabs with no content stay hidden from your client. Show what's ready, hide what's not.
AC
Acme Corp — Q1 Campaign
pdf
Q1 Campaign Proposal
8 pages
docx
Scope of Work
3 pages
xlsx
Budget Breakdown
1 pages
Embeds
Embed the tools you already use
Drop in a Loom walkthrough, a Calendly scheduling link, a Figma prototype, or a YouTube overview — right alongside your documents. Your clients see everything in context, in one place.
Supported: Loom, YouTube, Vimeo, Calendly, Typeform, Tally, Figma, Miro, Google Docs/Sheets/Slides, Pitch, Gamma, Spotify.
Resources
Watch the demo
loom.com
Book a call
calendly.com
pdf
Project Brief
6 pages
Analytics
Track every click, every page, every minute
HummingDeck tracks engagement at a level no other client portal does.
- Per-page time tracking — see which page of your proposal held their attention
- Click tracking on URLs — know which resources they actually opened
- Real-time notifications — get alerted the moment your client opens the portal
- Geographic insights — see where your client is viewing from
- Bot detection — filters out SafeLinks, Proofpoint, and Mimecast so your data stays clean
Per-page engagement
Q1 Campaign ProposalCover
0:12
Problem
1:45
Solution
2:38
Pricing
3:02
Case Study
1:22
Team
0:34
Next Steps
0:56
Total time
10m 29s
Completion
100%
Views
3
Next Steps
Mutual action plans
Add a shared checklist to any portal. Outline next steps, deadlines, deliverables. Your client sees progress at a glance — and you see whether they've reviewed the steps.
Next Steps
Acme Corp — Q1 Campaign
Review campaign proposal
Approve budget allocation
Provide brand assets
Review creative concepts
Launch campaign
Your Brand
Branded for your business
Your logo. Your colors. Every portal looks like it's yours — because it is. Custom domain available on Business plan.
portal.youragency.com/acme-corp
Your Agency
Prepared for Acme Corp
pdf
Brand Guidelines v3
24 pages
fig
Website Redesign Mockups
Figma embed
Approvals
Client approvals built in
Share proposals and deliverables with built-in approval workflows. Clients can accept, request changes, or decline — with notes. No separate tool needed.
Built-in approval workflow
AcceptRequest changesDecline
Approved2 min ago
“Looks great, please proceed with production.”
From proposal to project — one link
The portal that evolves with your client relationship
Most tools make you start over after the sale. Send the proposal in one tool. Onboard in another. Share project files in a third.
With HummingDeck, the same link evolves with the relationship:
Before the close
Your portal holds the proposal, case studies, and a pricing walkthrough video. You track exactly which pages they revisit before signing.
Client onboarding
Add a client onboarding checklist, an intake form (Typeform embed), and a welcome video. Replace the sales content. Same link, new context.
Throughout the engagement
Swap in deliverables, reports, project resources. Add tabs for each phase. Your client always knows where to go.
No migration. No new logins. One link, from first touch to final deliverable.
Why teams choose HummingDeck over full-suite client portals
| Feature | HummingDeck | Full-suite portals | Google Drive + email |
|---|---|---|---|
| Setup time | 5 minutes | Days to weeks | Instant (but messy) |
| Per-page analytics | Yes | ||
| Bot detection | Yes | ||
| Embeds (Loom, Figma, Calendly) | Yes | Some | |
| Approval workflows | Yes | Some | |
| Client login required | Sometimes | ||
| Billing & invoicing | No — use your existing tool | ||
| Full project management | No — use your existing tool | ||
| Starting price | $10/mo | $40–150/mo | Free |
HummingDeck does one thing exceptionally well: give your clients a single, beautiful, trackable space for everything you share with them. Whether you need a client portal or a customer portal, we don't try to replace your project management tool, your invoicing software, or your CRM. We make the client-facing layer simple.
Who uses client portals
Agencies
Share campaign reports, strategy decks, and creative assets. Embed Loom walkthroughs of dashboards. Track which slides the client actually reviewed before the call.
Consultants
Structure engagement deliverables in tabs. Share research, frameworks, and recommendations in one branded portal. Track stakeholder engagement across the buying committee.
Professional services
Organize client deliverables by project phase. Share audits, reports, and compliance documents with tracked access. Know who reviewed what before the next meeting.
Freelancers
Send proposals with embedded intro videos. Convert to a project portal after the close. Look professional without enterprise pricing.
Customer success
Give each account a living portal with onboarding guides, training materials, and QBR decks. Track adoption signals page by page.
Simple pricing for simple portals
Start free. Upgrade when you need more rooms, more documents, or custom branding.
Free
$0
1 portal, 3 docs, view notifications
Starter
$10/mo
3 portals, 5 docs each, click tracking, link expiration
Pro
$25/mo
15 portals, 15 docs each, per-page tracking, Slack
Business
$40/mo
Unlimited portals, custom domain, team analytics
Frequently asked questions
What is a client portal?
A client portal is a branded, secure space where businesses share documents, resources, and updates with their clients. Instead of scattering files across email threads, Google Drive links, and Slack messages, a client portal gives your client one place to find everything — proposals, reports, deliverables, and next steps.
Who needs a client portal?
Client portals are used by agencies, consultants, professional services firms, customer success teams, accounting practices, law firms, and freelancers. Any business that shares documents and deliverables with clients benefits from a centralized, branded portal.
How is HummingDeck different from other client portal software?
HummingDeck focuses on simplicity and engagement intelligence. Most client portal tools try to be all-in-one platforms with built-in project management, invoicing, and CRM. HummingDeck does one thing well: give your clients a beautiful, branded space for everything you share — with best-in-class analytics that tell you exactly what they engaged with, page by page.
What's the difference between a client portal and a customer portal?
The terms are often used interchangeably. A client portal typically refers to a space for service-based relationships — agencies, consultants, and firms sharing deliverables with specific clients. A customer portal usually describes self-service access for product users, like billing or support tickets. HummingDeck is built for the client portal use case: sharing documents, tracking engagement, and managing deliverables in ongoing service relationships.
Give your clients one link they'll actually use
Set up your first client portal in under 5 minutes. No credit card. No onboarding call. No migration.
Try HummingDeck free