A simple progress portal for your clients
One link. Clear updates. Zero confusion. Clients see progress, notes, files and sessions in one place while you continue working as usual.
A simple progress portal for your clients
One link. Clear updates. Zero confusion.
Clients see progress, notes, files and sessions in one place. You share one link and work as usual. Everything stays organized without extra effort.
Client view
Launch prep for Horizon Inc.
Kickoff call
CompletedAccess provisioning
CompletedWorkspace branding
In progressData migration
PendingQA review
LockedYour next action
Add the provided brand kit to the workspace. We'll trigger "QA review" once the assets are uploaded.
How it works
Three simple steps keep every client in the loop.
Create a client space
Give each client a dedicated portal for notes, sessions, files, and milestones.
Add updates
Drop in status changes, session notes, next steps, and anything they need to know.
Share one link
Send the portal link once and keep working. Clients check it whenever they need clarity.
That is the whole system. No learning curve. No confusion.
Client dashboard
Organize every client in one place
Clients
Horizon Inc.
Active flow · Updated moments ago
Atlas Labs
Active flow · Updated moments ago
Northwind Co.
Active flow · Updated moments ago
Flow builder
Sequence steps with manual or timed progress
Flow builder
DraftKickoff call
15 min timer
Provision access
Manual completion
Workspace brand
45 min timer
Run the flow
Control when each milestone starts, pauses, or completes
Progress flow
Kickoff call
Unlocks automatically when the previous step is complete
Provision access
Unlocks automatically when the previous step is complete
Brand workspace
Unlocks automatically when the previous step is complete
Data migration
Unlocks automatically when the previous step is complete
QA review
Unlocks automatically when the previous step is complete
Designed for independent service pros
Trainers, freelancers, coaches, and small agencies keep every client up to date without juggling endless email threads.
Anyone who gives clients updates can lean on a single link instead of spinning up custom portals for every project.
Programs + progress
Trainers
Drop workouts, nutrition notes, and upcoming sessions into one simple feed.
Project visibility
Freelancers
Show milestones, files, and approvals without digging through email threads.
Session recaps
Coaches
Summarize calls, link resources, and highlight next steps in seconds.
Client clarity
Small agencies
Give stakeholders a branded view of progress without another complex portal.
Create your first client portal
Share one link, send clear updates, and keep every client informed without extra effort.
Everything in one view
Progress, notes, files and sessions stay organized for every client.
Simple sharing
Send one link. Clients check it anytime for the latest update.
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FAQ
- How do clients view progress?
- Each flow generates a private link. Share it with stakeholders and they see real-time status updates—no login required.
- Who controls step completion?
- You do. Start, pause, complete, or reset steps at any time, or set automation windows between 1 and 60 minutes.
- Can I match the tracking page to my brand?
- Yes. Upgrade to the Team plan to remove Progrezzo branding, add your logo, colors, and optional link password.
- Is Progrezzo secure?
- We use passwordless authentication so there's no credential to leak. Every magic link and client view token expires quickly.