ClientPress

Intake Onboarding Forms

A native form builder (or Gravity Forms / WPForms integration) tied to the invitation or portal creation flow. Clients fill out a questionnaire before the project…

Fluent CRM Integration

Develop an add on that integrates ClientPress with Fluent CRM.

Custom UI for Sprints

Similar to a custom UI for onboarding, create a custom UI for sprints.

Custom Portal Fields

Let admins define arbitrary metadata fields per portal (e.g. "Figma URL", "Contract date", "Retainer hours"). Currently there is no extensible custom field layer.

Time Tracking

Manual per-task time entry by admins/PMs, with a portal-level hours summary visible to clients. The goal is transparency — clients see where their retainer hours are…

Per-Tab Visibility Per User

Currently tab visibility is per-portal. Being able to hide specific tabs from a specific sub-client (e.g. hide Tasks from a stakeholder who only reviews Deliverables) makes…

Dashboard Notifications

Ability for admin to add a dismissable notification to a client's portal that is displayed on the dashboard above the widgets. This would be used as…

Access Notes

An internal, admin-only registry per portal for tracking where client tool access/credentials live — not a password vault. Solves the common agency problem of scattered notes…

Admin Project Dashboard

Create a site-wide dashboard for admin and teams to see the status of all clients across the portfolio instead of having to navigate to each portal.…

E-Signature Add-On

Develop a signature add-on to allow admin to request signatures from clients. Obtain signatures natively without the use of a 3rd party SaaS.

Email Reminder System

Add an email reminder system that's automated and on-demand for the onboarding module.

Add Thumbnail to Files

Files and deliverables need a thumbnail for images. Clicking the thumbnail should open the image in a lightbox.PDF may need to open a preview.

Rename Tabs

Rename tabs globally without editing PHP (e.g. "Deliverables" → "Approvals", "Discussion" → "Messages")

On-boarding Workflow for Clients

Create an on-boarding UI that is separate from task lists. The on-boarding experience will be another module that can either be enabled or disabled by site…

Native Payment System

Integrate ClientPress with Stripe to make native payments possible that are linked to the Project Milestones module.

Project Milestones

Add a project milestones module so clients can track the status of their project.

Improve Dashboard

Add the onboarding workflow as a dismissable dashboard widget.Improve the dashboard task list to display tasks for all portal members, instead of just your own.

Calendar List Colors

Add an option for users to set list colors to improve calendar experience.