Project & milestone tracking
Plan work in projects and milestones, assign owners, set due dates and track progress — with the option to expose status to the client portal.
Project management software with a built-in client portal
Opreveo replaces the black box of traditional project management with one shared operating system: your team runs delivery while clients follow progress, approve work and settle invoices — all inside their own branded portal.
- Project + milestone tracking
- Per-record client visibility
- Approval workflow with audit trail
- Attention engine for what’s slipping
The project management black box
Most project tools are built for internal teams. Clients are left outside, guessing at progress, chasing updates and forwarding email threads. That gap creates friction, delays approvals and erodes trust.
The Opreveo approach
Opreveo treats the client portal as part of the project workflow, not an afterthought. The same project records, milestones and documents power both the internal board and the client view — controlled by explicit visibility rules.
Built for delivery and client collaboration
Client visibility built in
Decide per record what the client sees: tasks, milestones, documents and chat. No more black-box delivery or endless status-update emails.
Approvals & docs
Route deliverables for sign-off, capture approve or reject decisions, and keep the full history linked to the project and client record.
Attention engine
Opreveo surfaces what needs action before it slips — overdue tasks, pending approvals, unpaid invoices and clients going quiet.
Project + client chat
Internal team channels and client-facing conversations live side by side, so context stays clear and nothing is lost in email threads.
Executive dashboard
See revenue, workload, client health and what needs attention across the whole business from one dashboard.
Key differentiators for agency project management
Approvals & docs
Turn deliverable sign-off into a tracked workflow. Send files for approval, capture the client decision, and keep the decision history attached to the project forever.
Attention engine
Opreveo watches for what is slipping — overdue tasks, pending approvals, quiet clients and unpaid invoices — and surfaces it in the dashboard so you act before it becomes a fire.
How it works
- 1
Set up the project
Create the project, add milestones and tasks, and assign your team.
- 2
Invite the client
Send a branded portal invitation. The client gets their own scoped account.
- 3
Share as you go
Mark milestones, documents and conversations client-visible. The portal updates automatically.
FAQ
What is project management software with a client portal?
It is a project management platform that also gives each client a secure, logged-in view of their work. Clients can track progress, review deliverables, approve files, chat with your team and pay invoices without needing access to internal tools or data.
How does Opreveo keep clients informed without extra work?
Client-visibility flags are built into projects, milestones, documents and conversations. Mark what the client should see once and Opreveo keeps the portal updated automatically — no manual status reports or screenshotting progress.
Can clients approve work inside the portal?
Yes. You can send deliverables, proposals or any document for approval. The client approves or rejects directly in the portal, and the decision, timestamp and approver are recorded in the audit trail.
Will clients see our internal tasks or other clients' projects?
No. Opreveo is multi-tenant and client-scoped. Each client workspace is isolated, and internal-only tasks, notes and conversations stay hidden by database-level visibility rules.
Run projects and client relationships in one place
Set up your workspace, add your first project and invite a client to the portal in minutes.