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.
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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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