Client portal
We don’t hand you reports. We hand you the keys.
Your project wide open: what we did, who did it, how long it took, what was said in each meeting, which invoices exist and where every document lives. All in one place and updated automatically. Drop in whenever you like.
Monthly summary
September 2026
10 tasks this period
7,3 / 10h
Hours used
TaskTime
Tune the sales agentIn progress2h 15m
ChatGPT & Claude training · group 2To do—
CRM automations reviewTo do45m
Monthly follow-up meetingDone1h 30m
Previous months
August 20264 sub-tasks · 15h 15m
July 202611 sub-tasks · 19h 18m
48:12
12 Sep 2026, 16:00
Monthly follow-up · Example Company
Guinew59%
Client41%
Automatic summary
- Review of monthly results and leads qualified by the agent.
- Automation priorities for October.
- Planning the team’s second training session.
Full transcript available
Agreements
GuinewTweak the sales agent’s replies.
GuinewConnect the web form to the CRM.
Example CompanyApprove the new lead follow-up script.
20264 invoices · €5,500.00
ItemAmountStatus
Example Company · Project folderSynced with Drive
AI diagnosis (Phase 1)548 KB · 18 Sep
Implementation roadmap842 KB · 22 Sep
Agent manual and prompts19 KB · 29 Sep
Monthly reports12 files
Training materials38 files
Sample dashboard with fictional data. Yours is set up with your real project during onboarding.