Do you find yourself spending too much time communicating with your clients? A client portal with resources, updates and contracts will save you an enormous amount of time. This right here is SuperOkay, a client portal tool which integrates with more than 100 apps to help you save time. Let’s check it out.
So this is the SuperOkay platform where we are on the home page basically just have an overview of our projects. Then we have an inbox here where it will show notifications if the client has done specific things. We have an overview of our clients, and then we have templates. Let’s start with the overview and create a new client. I will call this a YouTube client and then create it. Now, for each client, we can create contacts. We can set the branding for the client, and that’s it. Now, what’s important for these clients is that each client is connected to a client portal. So a client can easily have multiple contacts that can access the client portal. But only one client is to one client portal. Now, let’s move on to the templates here where you can see that we can make different proposals. We can do estimations and illustration briefs. And this is for sending out offers to the client. So let’s take the first one here, which is a website redesign proposal. Scrolling down, we have a lot of text. We have scope for the work, and then we have the budget.
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- Features of SuperOkay
- SuperOkay Pricing
- Alternatives to SuperOkay
- Future of SuperOkay
- Pros & Cons using SuperOkay
- Last thoughts about SuperOkay
Features of SuperOkay
And under the budget, we can make a timeline. What team we will use, relevant work, contracting terms, and so on. But let’s go up and then let’s say we want to use this specific template. I will use it in my client portal, my first project here. So now you can see that we can basically change all the text. We can change the different designs. Basically, over here you can see that we have some activity, some comments and some action items. But this is overall for the platform. Scrolling down again, we can change the text. But what’s interesting is down here where we have the budget. Now, when you work on the budget over here, you can see that we can set up different action items. And that’s what you need to do for the entire project. But everything except for that is very customisable. And you just have to basically replace all of these blocks to enter the text or insert images if you have to, because that really works well, Down here, you can see that this is basically where we sign. And down here we add all the contracts and the terms. So these are all the proposals you can send out.
And these proposals are also saved on the client portal. So they are always accessible. Let’s just for now approve this one and see what happens. So now it’s approved, and it’s under documents and proposals. So, right now we have basically just jumped into the client portal, which you can see here. So you can see on the documents we have this specific proposal that we made for the client. We have the action items over here. Down here we have a knowledge base, and then we can manage apps and in the timeline here you can see what has been happening. So the client can always see when you’re changing things and what has been changed. That creates transparency and that is so important. We can also over here see the different action items, the knowledge base, where you can add new knowledge to the base basically. And that is, if clients have questions you see over and over again, then always add them here. It would be interesting to have a global knowledge base that you can always insert into a project. And here on the timeline, you can just see the timeline. You can’t change anything.
But up here we can always create and that is wherever you are, we can always create a contract and estimate, change request for the client. We can make clients sign up and much more. But let’s go all the way back to the beginning and create a new project. Let’s call this project YouTube video. We will select the client YouTube client. The currency I will change to Danish. And over here you can see the different modules. So we cannot create custom modules that we can move around. We can choose right now between these three modules. I will keep all of them, and then we can go to project branding. Because within the project branding we have both the light and the dark theme. We have the colours, and then you can also insert a header background image. We can insert fonts and create a new colour palette. For now, I’ll just keep this. You can also add quick links. This can be a link to a specific website you have as inspiration. It can be a link to whatever it is. Then you can change the icon for it. It can also be a link to a Twitter profile.
Only your imagination is limited here. And then we also have embedded apps. So let’s say that you are first designing in Figma and then later on you’re developing in on some server. The first step would be to integrate Figma, so you can see it’s very simple here. This will add a new app on the client portal with the Figma logo and then the link you insert. You can also add a description. Over here, you can see what you need to do in Figma in order to make this happen. You basically just need to click the share button and then copy the link and insert it and then save the app. For now, I will just write something simple here, and I will just insert a link here to Figma’s website. Then I will save the app. So now we have our first app and I will now press save changes, so you can see here that we now have our client portal. Right now it’s in dark mode because that’s what I chose. We have our documents, our action items, our knowledge base. And you can see we have Figma down here as an app, but basically it is just a link.
Again, we have the timeline which you’ve already seen. And here is where the quick links are showing. Here, the client and you can always search within the documents, within the apps or whatever it is you need to find. And going over here in the menu we can click this client portal to see the documents if there are any. We can see our action items, the knowledge base and so on. Just as you saw before with my first project. Down here in the library, we have reusable blocks that you can use on the client portal. You can see that we have a document footer here that can be used in all documents. We also have a contract for a mobile app development and this is let’s say that you are a web agency and this web agency sells mobile apps, new websites and web apps. Then you should definitely have some reusable blocks that you can always insert. So this means that building out a contract or proposal could take minutes instead of hours because you just reuse the different blocks. Of course, there are some things you need to change, but it will still take a lot less time than if you had to build it up from scratch all the time, or you had to go back to the old proposals, copy the component or the text and then move it over, change the styling.
This just saves you a lot of time, and you can easily use all of these components when you sit and build your proposal. If you remember before, in our proposal we also had case studies. So here you can see that we have some case study blocks that we can use where you can show some facts about a specific website you’ve built or something graphic design or something completely different. This is just important because it shows trust, it shows that you know what you’re doing, and it shows what you have done before. We also have Team BIOS because in the proposal we are also showing what team will be taking care of this. And here you can see that we can easily make different Team BIOS and then just insert them because this is something that you use very often. And the last one down here is Billable services. So this is where you enter all the services that you offer. So, before we were talking about mobile app development here, you can see that our rates for an entire day is 800 British pounds and per hour is 120 British pounds.
So this is also easy because then you don’t have to always remember what was the rate for that specific service we offer for this specific client? You can just make billable services, and sometimes you have different prices for different clients. So, for instance, we have a YouTube client. So, if I make a new service called YouTube app development here, then I can make a specific rate for this one. I’ll just change this one to Danish because that was what the currency were, and I’ll set 500 and this one is billable. So you can see now we have our billable service down here, which is YouTube development. We can now then go back to the YouTube video client, go up and create, and then we can create all these different things you can see here, but we can make an estimate, and we have our template here as a standard estimate where you can see that all these different items here we can fill out. So let’s just say use template, and then you can see that we can fill out these different things for the specific items, and then we can send it out to the client.
What I would like to be able to do here is to insert my billable services here. But it seems that it’s not possible. I can’t figure out how to do it at least. But that is just an interesting thing, because when you use all of these documents for your clients, there is never any doubt about what has been agreed on. Because when you have emails back and forth, you talk on the phone, you text with them, then there are always some doubts about what has been agreed on. So I will always recommend you use these documents. And as you can see, if I go back to the YouTube video, we now have the untitled estimate that we just built automatically. Everything is collected on the client portal, which is so important because that is where you will always go to if you have any doubts or issues. We can also set up a free form document, make a brief. But what’s interesting is that we can make a progress update. A progress update is basically just where you tell what has been done on a specific date maybe or let’s say that you are making sprints where you work 14 days, and then you send an update.
Here you can basically just send a progress update, set a date, what has been done, and then you can approve it and shoot it out to the client, and then it will be in the client portal where the client can then go in and look, and they can also look historically what has been done for the project and then basically follow it along. So you can see that there are so many great ways to communicate with your client without you having to reach out to your client. Everything works through the client platform. So the client portal is basically like a middleman where everything is collected, so you never have any doubts about what has been agreed on.
Now the pricing structure really shows that either you’re a freelancer or you’re a team because they have three plans and the first two plans really shows that they are for individual people and the last plan is for teams. Now these three plans differ on the custom domain, the white label solution and the number of team members you can get.
Alternatives to SuperOkay
And now the alternatives are SuperOkay. The first one is Clinked, which we have previously reviewed on the Channel and Clinked cannot be customised in the same way that we see with SuperOkay, because with SuperOkay, not only can we change the entire design profile with the colours, but we can also integrate with more than 100 apps.
Clinked is a more simplified way of collaborating with your clients.
The other option is Basecamp and Basecamp is definitely the number one choice within client portals. They have been in the industry longer, they’ve been able to build a more solid, stable product that just has more features than SuperOkay. But the fact that SuperOkay is integrated with more than 100 apps and the direction they’re taking, they’re absolutely becoming an interesting choice within the client portals. So let’s see what’s in for the future.
Future of SuperOkay
Now the future for SuperOkay looks very interesting. First off they’re working on project templates. This means that we can really make our client portal look like we want it to. Already now, we can work with colours, some fonts, but with project templates we can really customise the feel of the website to look how we want it, and then we can start off with a template and then work from there. Then they are also adding file management. So we overall can use files, add files within the platform. They are also adding a Google Docs integration. Furthermore, they’re working on role management because as you’ve seen, we can have multiple team members. But this also requires some role management because we need to be able to manage the permissions for each of the different roles.
Then they are also working on payment integrations, so you can receive payments through your client portal. And this is just another integration that makes it possible to automate all of your different processes. And last but not least, they’re working on a Zapier integration. This opens up more than 3000 different apps that we can integrate SuperOkay with. So all of these features are implemented. We are looking at a very interesting tool.
Pros & Cons using SuperOkay
Now what I really like about SuperOkay is that it’s so easy to use. The UX is working very well and then the fact that it’s so customisable we can change whatever it is we want on our client portal. And then the reusable blocks really make it easy. Though I really want them to work on deeper integration, so we can pull in data and show it on our client platform. And then, last but not least, the overall design of the client platform is locked. We cannot move the modules around.
Last thoughts about SuperOkay
With SuperOkay you will definitely save time. Your client can always access the client portal to see the progress on the project, contracts and much more. I want to give SuperOkay four stars.
It’s a terrific client portal, but I really want to see deeper integration. That’s my review.