B2B client portal

Client portal software: ClientHub

ClientHub is Devello's B2B client portal product, built for B2B service, agency and consulting teams. A branded portal that always shows your client their next step.

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ClientHub client command center: client journey and open actions

Who it's for

B2B service, agency and consulting teams

Core benefit

Faster client approvals

Process it covers

Sales handover → onboarding → delivery

Four core capabilities

Client journey

Onboarding stages and open actions per client on one screen.

Tasks and approvals

Information, document, decision and delivery tasks tracked with due dates.

Files and proposals

Versioned files, itemized proposals and contracts in one place.

Invoices and messages

Invoice status, payment notices and topic-based messaging.

Core workflow

  1. 01

    Client space

    A dedicated client space opens after the deal is won.

  2. 02

    Onboarding

    A sector template is applied; tasks and milestones are created.

  3. 03

    Client actions

    The client shares information, uploads files and approves deliveries.

  4. 04

    Ongoing service

    Project status, invoices and messages live on in the portal.

How it connects to other products

Every product works on its own. When you add the next one, they share the same records instead of copying data between tools.

Frequently asked questions

What is ClientHub?

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ClientHub is Devello's B2B client portal product, built for B2B service, agency and consulting teams. Give clients one portal for onboarding, tasks, approvals, files and invoices.

Who is ClientHub for?

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B2B service, agency and consulting teams. Its core benefit: faster client approvals.

What does ClientHub cover?

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The process it covers: Sales handover → onboarding → delivery. Its four core capabilities: Client journey, Tasks and approvals, Files and proposals, Invoices and messages.

Does ClientHub work with other Devello products?

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Every product works on its own. When you add the next one, they share the same records instead of copying data between tools. SalesFlow: A won deal becomes a client space. ProjectFlow: Deliveries go to the client for approval.

How is ClientHub set up and priced?

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We set it up around your processes, your brand and your existing systems. There is no fixed list price on the site; contact us for a quote based on your setup.

Let's talk about ClientHub

We set it up around your processes, your brand and your existing systems.

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