Blue Client Portal

Your workspace.
Scoped for clients.

A client portal that isn't a separate product. Invite clients into your existing workspace, scope what they see down to the records and fields they should, and let them comment, upload files, and check status alongside your team.

Get started See the scoping

Look at this from a client's seat.

Below is a real Blue workspace. The records, fields, and comments a client sees are exactly what's scoped to them — nothing more.

20 records

How a client portal actually works on Blue.

Three things, not thirty. The client signs in, sees what you scope, and collaborates the same way your team does.

Invite, don't onboard

Clients sign in with the email you invited them under. No portal admin to set up, no separate user database to maintain, no second product to bill them for.

Scope what they see

Workspace-, record-, and field-level permissions hide your internal pipeline, margins, and team chat — clients see only what you've explicitly shared.

Real collaboration

Clients comment on the deliverable, @mention your team, upload files, and check status. The same surface your team uses, just scoped down.

01 · What clients see

Same product. Different surface.

Permissions decide what shows up in their view. Comments and @mentions keep the collaboration in the workspace, not in email.

Client Portal / Welcome

Getting started with our team

Your client onboarding guide
Everything you need in the first week — what we own, what you own, and where to find each deliverable as it ships.
Review project brief
Sign access agreement
Book weekly review call
How to request a change
KW
Edited 5 days ago

Onboarding docs in the workspace.

Welcome guides, project briefs, and SOPs live alongside the records they apply to — clients land in the right context on day one.

KW
Kira Wang (Client)15 min ago

Love the v3 designs — one note: can we make the CTA copy stronger?

SR
Sam Reilly3 min ago

On it — will push a revision by end of day.

DS

Comments in context.

Clients comment on the deliverable itself. Decisions stay attached to the record they apply to.

Can we get @Sarah Chen to review this before Friday?
Team members
SC
Sarah Chen
Product Manager
SJ
Sam Johnson
Engineer
SK
Sofia Kim
Designer

@mention to keep things moving.

Loop in your team or theirs without leaving the record. Notifications go to the right person, every time.

02 · Field-level scoping

Decide field by field. Not page by page.

Most "client portal" products give you a single switch — show or hide a page. Blue lets you decide field by field. Show the deliverable status; hide the budget. Show the deadline; hide the assignee. Show what's safe; hide what isn't.

Deliverable
Status
Due
Budget
Owner
Internal Notes
v3 Design system
In Review
May 18
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Q2 strategy deck
Approved
Apr 30
$•,•••
•• ••••
•••• •••• •• ••••• •••••
Onboarding flow audit
In Progress
Jun 02
$••,•••
•• ••••
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Brand voice guide
Draft
May 24
$•,•••
•• •••
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Landing redesign
In Review
May 31
$••,•••
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Email templates — set 2
Approved
May 12
$•,•••
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Pricing page refresh
In Progress
Jun 14
$••,•••
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Analytics dashboard
Draft
Jul 02
$••,•••
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Clients in your workspace. Not a bolted-on portal.

No separate portal product to buy or maintain — clients collaborate in the same workspace as your team, scoped by permissions. Clients count toward your plan like any member, so size your tier to your team plus the clients you bring in.

Starter

For freelancers & small teams

$99

One-time payment

Get Starter
30-day money-back guarantee
  • 5 users
  • 5 workspaces
  • 2,000 records per workspace
  • 5,000 records per org
  • 10GB storage
  • 250 automations / month
  • 3 webhooks
  • 3 dashboards
  • 1 custom role
  • 20 req/s API rate limit
  • Community support
Most Popular

Growth

For growing teams

$299

One-time payment

Get Growth
30-day money-back guarantee
  • 30 users
  • 25 workspaces
  • 2,000 records per workspace
  • 25,000 records per org
  • 100GB storage
  • 1,000 automations / month
  • 10 webhooks
  • 10 dashboards
  • 3 custom roles
  • 50 req/s API rate limit
  • Email support
Best Value

Scale

For large organizations

$999

One-time payment

Get Scale
30-day money-back guarantee
  • 150 users
  • 100 workspaces
  • 2,000 records per workspace
  • 100,000 records per org
  • 500GB storage
  • 5,000 automations / month
  • 50 webhooks
  • 25 dashboards
  • 5 custom roles
  • 200 req/s API rate limit
  • Email support
Secure checkout byStripe

One workspace.
Yours and theirs.

Stop maintaining a separate portal. Invite a client into your existing workspace, scope what they see, and run the engagement in one place.

Get started See all plans