Knack’s client portal software is built to serve a wide range of business needs, offering a powerful yet easy-to-customize solution for streamlining client interactions. Whether you’re managing internal operations or providing external access, Knack’s platform gives you the flexibility to create a fully branded experience without writing a single line of code.

Our customer portal software is used across industries—from service-based businesses and creative agencies to legal teams and SaaS providers—because it adapts to your workflow, not the other way around.

Overview of Client Portal Use Cases

Knack’s client portal software empowers businesses to centralize communication, documents, and processes in a single, secure environment. Clients can log in, access the information they need, and complete tasks—reducing email clutter and manual admin work for your team.

Key Use Cases

Contract Management

Use the portal to store contracts securely with role-based access. Automate signature collection, set up renewal reminders, and track progress with status tags and timestamps. With everything centralized, you’ll never lose track of a critical document.

Project Management

Create collaborative workspaces where clients and team members can manage tasks, deadlines, and deliverables. Knack’s custom workflows let you visualize project stages and milestones—so everyone stays aligned and accountable.

Appointment Scheduling

Automate the entire booking process from one platform. Clients can schedule meetings at their convenience, while your team benefits from synced calendars, real-time updates, and automated reminders—all delivered through your customer portal software.

Digital Proposals

Design sleek, branded proposals that clients can view, approve, and e-sign without needing to leave the portal. Track open rates, approval status, and turnaround times directly through Knack’s client portal software.

CRM (Customer Relationship Management)

Organize all your client data in one place. Build custom dashboards that show communication history, purchase behavior, support requests, and more—enabling stronger client relationships through better visibility.

Client Onboarding

Streamline onboarding with a step-by-step experience. Clients can upload documents, complete forms, and track their progress. With guided instructions and automatic follow-ups, your customer portal software does the heavy lifting.

Invoicing & Payments

Generate detailed invoices, monitor payment history, and send follow-up reminders automatically. Integrated payment gateways ensure clients can pay directly within the portal, reducing friction and delays.

Knack’s client portal software is more than a place to store and access data—it’s a dynamic platform for turning information into insight. With powerful reporting tools, you can build custom dashboards that give your team and your clients visibility into what matters most.

Whether you’re managing internal KPIs or sharing external updates, Knack’s reporting tools let you design the experience. Use charts, tables, and summary views to tell the story behind the numbers—ensuring your customer portal software not only informs but empowers.

Custom Reporting Capabilities

Easily generate reports that reflect real-time data. Filter by user, date, project, or any custom field to track the metrics that align with your business goals. With Knack, reporting isn’t static—it evolves as your processes grow.

Use Case-Specific Reporting

Contract Performance Tracking
Stay ahead of expiration dates and renewals. Monitor which contracts are signed, pending, or overdue, and ensure compliance with customizable alerts.

Project Progress Reports
Display task completion rates, overall project timelines, and milestone progress. Knack helps you turn your project data into a clear, visual roadmap for all stakeholders.

Appointment & Scheduling Reports
Understand appointment trends and client behavior. Track volume, frequency, no-shows, and engagement to optimize your scheduling strategy.

Proposal & Deal Pipeline Reports
Visualize your sales funnel. Identify which proposals are converting, where clients drop off, and how deals are impacting your revenue pipeline—all within your client portal software.

CRM Analytics
Measure client touchpoints, satisfaction scores, and lifetime value. With the right insights, you can fine-tune outreach and retention strategies directly from your customer portal software.

Onboarding Completion Rates
Know exactly where clients stall during onboarding. Use data to reduce friction, close gaps in your process, and deliver a better first impression.

Billing & Revenue Reports
See how cash flows through your business. Track invoice statuses, overdue payments, and revenue projections to stay ahead of financial planning.

Absolutely. Knack’s client portal software is built for integration. Whether you want to plug into third-party tools or build custom connections via API, our platform ensures your portal works seamlessly with the systems your business relies on.

From calendar syncing to financial reporting, Knack enables automation and data flow across platforms, helping you avoid duplicate work and deliver a smoother experience for both your team and your clients. Our open, extensible structure means your customer portal software evolves with you—not against you.

Integration Capabilities

With built-in support for Zapier and Make (formerly Integromat), as well as a robust REST API, Knack makes it easy to connect to tools you already use—like CRMs, accounting software, scheduling tools, and project management apps. Your client portal software becomes a command center, syncing data where you need it most.

Specific Integration Use Cases

Appointment Scheduling Integration

Connect to Google Calendar, Outlook, or Calendly to sync availability, automate reminders, and eliminate double bookings. Clients can view options and schedule on their own terms through your customer portal software.

Project Management Integration

Tie into Trello, Asana, Monday.com, or ClickUp. Let task status updates and project timelines flow into your portal automatically, so clients always have access to the most current information.

Invoicing & Billing Integration

Sync with tools like QuickBooks, Xero, Stripe, and PayPal. Automatically generate invoices, log payments, and display billing history in real-time—all within the comfort and security of your client portal software.