Everything you need for clients & teams of any size without a big bill.
ClientPress is a Full-Featured Project Management System for WordPress with no per-user fees.
scope your work
Win the work before you build the portal.
Build a priced scope of work together with your prospect — phases, flat-fee or hourly line items, and a full version history they can actually see. When they approve it, one click turns that scope into a live client portal, and your prospect becomes a client without a second invite or a new login.
Native payments
Get paid without leaving the portal.
Collect a deposit before the next milestone starts, and let clients buy extra revision rounds themselves. Checkout is hosted by Stripe, so card details never touch your website. And it’s a prompt, not a padlock — an unpaid deposit never blocks the work.
Manage deliverables
Every revision, on the record.
Send work for formal sign-off, separate from your general file library. Clients approve or request changes with a note, and every round counts against the allowance you set. When they run out, they can buy more — so “just one more small tweak” stops being an argument.
Easy Onboarding
Our dedicated onboarding module makes it easy for you to create templates for portal categories or completely customize the onboarding experience per client.
Milestone Management
Keep your clients updated with every step you make towards completing their project. Project Milestones make managing your project simple.
Tasks and To-Do Lists
Break the project into lists, hand off items by name, and put a date on everything that needs one.
Everything included in ClientPress
One plugin, unlimited clients, running on your own WordPress site. No per-seat pricing and no third-party platform holding your work.
Portals & access
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Client portals
A private, branded space for each client, on your own domain.
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Hubs
Nested spaces so one client can run several projects side by side.
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Client invitations
Send an email, they set a password, and they’re in their portal.
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Magic login links
One click from any notification email signs a client straight in.
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Sub-clients
Add every stakeholder on the client’s side to the same portal.
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Project manager role
Give your team portal access without WordPress admin rights.
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No dashboard access
Clients never see wp-admin — they land in their portal instead.
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Smart login redirect
One portal opens directly; several show a chooser instead.
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Portal switcher
Jump between portals and proposals without going back a step.
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Portal status
Mark work Active, Pending, Overdue, Complete, or Archived.
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Client categories
Group clients by type so the right setup applies automatically.
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Per-client branding
Accent color, logo, and icon for every portal you run.
Winning the work
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Scope Space
Build a priced scope of work with a prospect before you sell.
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Phases & line items
Price a phase flat or by the hour, with durations you choose.
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Version history
Every revision of the estimate stays visible, not just the latest.
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Approve or request changes
Prospects respond in the proposal instead of over email.
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Scope without prices
Hide every figure to send a plain scope-of-work document.
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Convert to portal
An approved scope becomes a live portal, and the prospect a client.
Communication
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Discussion thread
One shared conversation everyone on the project can follow.
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Direct messages
Private one-to-one conversations between any two members.
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Message board
Threaded topics with pinning, for discussions worth keeping apart.
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Message search
Find any past message or topic without scrolling back.
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Unread indicators
Everyone sees what’s new since they last looked.
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Email notifications
Branded emails that link straight to what needs attention.
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Notification preferences
Clients choose what they hear about; you choose who gets copied.
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Image attachments
Drop screenshots straight into a board topic or reply.
Running the project
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Task lists
Organize work into lists with assignees and due dates.
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Kanban board
Switch the same tasks to a drag-and-drop board view.
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Status tracking
To Do, Up Next, In Progress, Complete — at a glance.
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Recurring tasks
Anything repeating rebuilds itself the moment it’s ticked off.
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Progress bars
Live completion for each list and the project overall.
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Calendar view
Tasks, onboarding steps, and milestones on one filterable calendar.
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Project milestones
A phase-by-phase roadmap clients can follow themselves.
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Onboarding checklists
Walk every new client through the same first steps.
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Collect answers & files
Ask for a written answer or an upload inside any onboarding step.
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Overdue reminders
Nudge a late step or milestone by hand or on a schedule.
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Client dashboard
What’s next, what’s done, and what changed — on one screen.
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Activity log
A timestamped record of everything that happened in a portal.
Files & approvals
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Private file library
Files stored outside your public folder, never on a shareable URL.
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Client uploads
Let clients send files in, or keep the library read-only.
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File approvals
Require sign-off from a named approver before a file goes live.
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Linked files
Add a Drive folder or external link alongside real uploads.
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Preview without downloading
Images and PDFs open in a lightbox right in the portal.
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Deliverables
A formal review space for finished work, separate from files.
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Revision tracking
Every round of changes counted against the allowance you set.
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Version history
Earlier drafts stay available next to the current one.
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Cloud offloading
Move storage to S3 or compatible cloud storage when you outgrow the server.
Getting paid
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Stripe payments
Take payment in the portal through Stripe’s hosted checkout.
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Milestone deposits
Ask for payment before the next phase begins.
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Sell extra revisions
Clients past their allowance can buy more rounds themselves.
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Billing history
Every payment, its status, and its receipt in one list.
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Off-platform payments
Record a check or bank transfer so the ledger stays accurate.
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Payment reminders
Follow up on an unpaid deposit without writing the email.
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Invoice links
Point any milestone at the invoice you raised in your own system.
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Pipeline value
See what every open proposal is worth, totalled for you.
Content & resources
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Guides
Write an answer once and share it with every client it fits.
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Client docs
Documents that belong to one project and nowhere else.
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Tools & links
A tidy board of the tools and folders a client keeps asking for.
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Block-editor overview
Build a welcome page for each portal with the WordPress editor.
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People directory
Who’s on the project, on your side and theirs.
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Choose your layout
Top navigation or a left sidebar, plus widths that suit your theme.
Set-up templates
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Portal templates
Spin up a fully configured portal in one click.
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Task templates
Your standard project plan, ready to drop into any portal.
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Onboarding templates
The same first steps for every client, without retyping them.
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Milestone templates
A reusable roadmap, deposits and totals included.
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Scope templates
Send your standard proposal without rebuilding the estimate.
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Applied by client type
Tag a client and the right templates apply themselves.
Automation & admin
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Agency overview
Status, money owed, and progress across every client at once.
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All files in one place
Browse every portal’s files and deliverables from wp-admin.
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REST API
Read portal data and create portals from your own systems.
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Outgoing webhooks
Signed alerts to any endpoint when something happens in a portal.
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Incoming webhooks
Create a portal or send an invite from an outside trigger.
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Zapier, Make & OttoKit
Connect to thousands of apps with no code to write.
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Built for AI agents
WordPress 7.0’s Abilities API lets an assistant run ClientPress for you.
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Shortcodes, hooks & filters
Drop portal lists into any page and extend behavior in code.
Every feature listed is available in ClientPress 1.11.0.
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