A simple home for your client relationships.
Your clients deserve a better place to stay connected.
ClientNest gives businesses a simple private portal where clients can view projects, files, updates, messages, and important information — all in one place.
No credit card needed · Free plan available · Set up in a minute
Product preview
Good afternoon, Dana
Brightline Renovations
Clients
12
Active projects
5
Unread messages
2
Files
34
Recently added clients
- Sarah Carter/c/sarah-carterKitchen renovation
- Miller & Sons/c/miller-sonsRoof replacement
- Northgate Dental/c/northgate-dentalReception fit-out
Recent messages
- Sarah CarterNew12mThanks — the drawings look great.
- Miller & SonsNew2hCan we move Friday's visit?
A real preview of ClientNest with sample data — Brightline Renovations and their client Sarah Carter.
How ClientNest works
Three steps from signing up to sending your first private link.
Add your client
Enter a name. ClientNest creates their private portal link and an access code for you.
Customize their portal
Choose what they see — projects, files, updates, messages, and any custom sections you need.
Send them their private link
They open it, enter their code, and everything you've shared is right there.
Features
Everything your client needs, in one private place.
Client portals
A private home for every client. No accounts to create, no passwords to reset.
Files
Share contracts, plans and photos. Files are stored privately and delivered only through the portal.
Projects
Keep status, dates and notes in one place — and show clients only the parts that matter to them.
Updates
Post short updates so clients always know where things stand, newest first.
Messaging
One conversation per client with read receipts, so nothing gets lost in email threads.
Custom sections
Photographers, builders, tutors, agencies — create the sections your business actually needs.
Grow without limits with Pro.
Unlimited clients, custom portal sections, your own brand colour and welcome message, 25 GB of storage, and priority email updates.
- Unlimited clients
- Custom portal sections and fields
- Brand colour, logo and welcome message
- 25 GB of file storage
- Priority email updates
$19 / month
Cancel any time.
Pricing
Simple, honest pricing.
Start free. Upgrade when your client list grows — you can change plans any time.
Free
$0 forever
- Up to 3 clients
- Private client portal links
- Projects, files, updates and messages
- 250 MB of file storage
Pro
Best value$19 / month
- Unlimited clients
- Custom portal sections and fields
- Brand colour, logo and welcome message
- 25 GB of file storage
- Priority email updates
Pro Annual
$15 / month
- Unlimited clients
- Custom portal sections and fields
- Brand colour, logo and welcome message
- 25 GB of file storage
- Priority email updates
FAQ
Questions, answered.
Give your clients a better place to stay connected.
Add your first client today and send them a private link in under a minute.