Need a “client portal” CRM where I can collaborate with a client

Sending
User Review
0 (0 votes)

I run a coaching business for a very niche audience of professionals.

Need:
1. a place for client/me to exchange messages
2. a place for client to upload docs for my review

Any simple options for such an interface?? I'm using ClickUp now and it doesn't really offer this feature.

Thanks in advance!!

submitted by /u/SuperTXGuy
[link] [comments]