ClickUp CRM + Custom Portal
A window your clients sign into.
Everything in the CRM System — plus a custom branded portal on your own domain where clients serve themselves: live status, new requests, approvals, alerts. Your team updates ClickUp once; the portal does the rest.
$6,500 · + $149/mo hosted & maintained
portal.yourdomain.com — your client's view
Welcome back
Single-use code sent to sarah@harbormain.com
no passwords · two-factor built in
the whole plan, running as one loop
zero double work
Update ClickUp once. Done.
Your team works where they already work. The moment a status changes in ClickUp, the client's portal folds it in — no status emails, no copy-paste, no 'let me check and get back to you.'
one update — two surfaces
ClickUp — your team
Homepage design
In progressPortal — your client
Homepage design
In progressupdated 0.4s later — nobody wrote an email, nobody typed it twice
portal.yourdomain.com — new request
New request
What do you need?
Task created in Web Designteam alerted
routed by request type — assigned, prioritized, on the board
self-service requests
Requests that route themselves.
A client submits a request in the portal and it lands in ClickUp as a real task — routed to the right list by request type, assigned, and announced to the team. No inbox triage.
portal approval → ClickUp status
Homepage design — v2
awaiting your reviewClickUp status: In review Approved
flipped automaticallylogged: sarah@harbormain.com approved · today 2:14 PM
approvals that act
An approval is an action, not an email.
The client clicks Approve in the portal and the ClickUp status flips itself — timestamped, logged, and visible to the whole team instantly. Sign-off stops being a scavenger hunt.
Also included
Passwordless sign-in
A single-use emailed code — two-factor built in, nothing to remember. Or Microsoft / Google SSO.
Emails from your domain
Milestone alerts, approval requests, status changes — all sent from your name, matched to your brand.
Offboard in seconds
Access is granted and revoked from a ClickUp list. Remove a row, and they're out.
Everything logged
Every sign-in, view, and approval — timestamped and auditable, end to end.
Kept running for you
Hosting, monitoring, and webhook upkeep for $149/mo. It stays fast and stays up.
Not ready yet?
Start with the CRM System and add the portal later for $4,500. Nothing gets rebuilt.
$6,500.
+ $149/mo hosted & maintained. Answer a few questions and the full requirements land on the studio's board.