The client portal
that makes your business feel
enterprise-level.
Projects, invoices, files, contracts, messaging, meetings and approvals — inside one beautifully crafted client experience your customers will actually enjoy using.
- Client approved logo system delivery2h
- Team uploaded packaging_v3.pdf5h
- Invoice marked as paid1d
01 — The product
One workspace. Every client interaction.
Stop juggling ten tools. Punnel unifies your entire client-facing operation into a single, beautifully consistent surface — for you and for them.
Every client gets a branded, password-protected workspace with projects, files, invoices and approvals in one glass surface.
Threaded conversations, internal notes, mentions, files. Say goodbye to fragmented email chains.
Send elegant invoices, accept card & bank transfer, automate reminders.
Milestones, timelines, deliverables, approvals. Your project data updates the client's view instantly.
02 — The journey
A client journey worth framing.
03 — Everything included
All the details. None of the noise.
- ✦ Projects & milestones
- ✦ Kanban tasks
- ✦ Team roles & permissions
- ✦ Time tracking
- ✦ Reports & insights
- ✦ Branded portal
- ✦ Approval workflows
- ✦ Invoice payment
- ✦ Meeting booking
- ✦ File uploads
- ✦ Invoicing
- ✦ Recurring billing
- ✦ Contracts
- ✦ Payment reminders
- ✦ Revenue analytics
- ✦ AI summaries
- ✦ Automations
- ✦ Custom domain
- ✦ API access
- ✦ Enterprise SSO
04 — How it works
Live in an afternoon.
No implementation team. No 6-month rollout. Just an elegant workspace, ready when you are.
Upload CSV or add manually. We handle the rest.
Logo, colors, custom domain. Fully white-label.
Your clients log in and never look back.
05 — Command center
A dashboard that respects your attention.
Every widget is signal. Live revenue, project health, at-risk deadlines, client satisfaction — surfaced when it matters, silent when it doesn't.
See it in action →07 — Pricing
Pay for outcomes, not seats.
- ✦Up to 50 clients
- ✦Team roles
- ✦Contracts & e-sign
- ✦AI summaries
- ✦Custom domain
- ✦Unlimited
- ✦SSO & audit logs
- ✦Dedicated CSM
- ✦API access
- ✦Priority SLA
08 — Questions
FAQ
What is Punnel built for?+
Punnel is a client portal for service businesses — projects, invoices, files, contracts, messaging and approvals in a single branded workspace.
Can I white-label the portal?+
Yes. Custom logo, colors, and domain on the Agency plan. Full white-label on Enterprise.
Do you take a cut of invoices?+
No. You keep 100% of your invoiced revenue. We charge a flat subscription.
Is my data secure?+
End-to-end encryption in transit and at rest, with daily backups. Your data is yours.
Can I import my existing clients?+
Yes — CSV import for clients and projects gets you set up in minutes.