The portal, without the project behind it
Portal-first tools give clients a clean space to see files and updates — but the team still needs somewhere else to actually plan and run the project day to day.
Copilot & Assembly alternative
The client portal, plus everything that runs behind it.
Tools like Copilot and Assembly are built around the client-facing portal. Binx gives you that same portal — live progress, files, invoices — connected directly to the leads, project boards, and invoicing your team actually runs the work with.
Free plan available · no card required.
Where it gets tight
A great portal is only half the workspace.
A second system for everything else
Leads, the client record, and invoicing usually live in whatever tool you had before. That's one more login and one more place for details to drift out of sync.
Billing bolted on, not built in
Payments through a portal are one thing; a real invoice with your numbering, line items, and terms — tied to the same client record as the project — is another.
One workspace, not two
The portal and the project share a client record.
The client side
- A branded portal with live project progress and files
- Invoices they can pay directly from the portal
- Threaded messages tied to the project
The team side
- Task boards and a shared canvas behind every portal
- Leads that convert straight into a client record
- Your invoice numbering, terms, and payment tracking
Questions
Before you switch.
Does Binx's client portal do what a portal-only tool does?
Yes — a branded space per client with live project progress, shared files, invoices they can pay, and threaded messages. It's just backed by the same project boards, leads, and invoicing your team already uses.
Can I use just the portal and not the project management side?
You can, but most agencies end up using both once they see the client record, project, and invoice all stay in sync automatically — that's the part a standalone portal tool can't do.
Is there a free plan?
Yes — the Free plan includes the client portal and invoicing with no card and no time limit, capped on clients and projects so you can try it with one real client first.