CLIENT-FACING TOOLKIT FOR B2B SAAS TEAMS

Your Secret Weapon for Client Happiness


Simplify client onboarding, task management, and feedback with our templated tools—keeping everyone aligned. Empower your teams to deliver a seamless, branded experience with Briefspace.

BUILT BY AND FOR A TEAM LIKE YOURS

All the Tools You Need, None of the Clutter


White Labeled Central Hub

Customize your client spaces with your logo and main brand color. Easily share your branded link with internal teammates & clients.

Internal and External Views

Admins control what internal and external users see. Each user type gets the right tools, with customizable data views depending on their role.

Role-Based Permissions

Grant or limit access to specific features and data with permissions based on user roles—admins, internal users, and external clients.

Lists

View project tasks, milestones, deliverables, and more. Filter, tag, and sort to get the full picture. Comment on specific items and share the entire list with one link.

Checklists

Streamline processes with pre-built checklists for project kickoff, onboarding, launches, and renewals. Share internally or with clients as needed.

Forms

Collect valuable feedback with forms for CSAT, NPS, bug reporting, product feedback, and more. Internal and external forms keep things clear.

File Manager

Easily upload, organize, and manage files. Keep everyone on the same page with a simple file repository for project resources.

Group Chat

Simple, dedicated chat threads in every project. Share a Brief and pin important announcements to the whole team or external users.

Analytics

Track project progress with analytics on task completion, deadlines, feedback, and more. External users get a simplified view of what matters to them.

Team Bios

Provide your clients with a clear view of who’s working on their project. Share team roles, contact info, and an overview of account progress for full transparency.

Notifications

Stay on top of updates with real-time notifications. Get alerts for task completions, feedback submissions, upcoming deadlines, and more to keep projects moving smoothly.

and more...

Have ideas to make Briefspace even better? We're always building new features based on your feedback. Tell us what you need, and we’ll work to make it happen!

READY TO ELEVATE YOUR CLIENT EXPERIENCE?

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