--- title: "Client Portal Software for Small Business | Live in Days, No IT | Agent UI" description: "Client portal software for small business — set up in days without a developer. Give clients one link to their jobs, invoices and files. Free plan, then $25/mo." url: https://www.agentui.ai/en/client-portal-software-for-small-business/ lang: pt source: pt/client-portal-software-for-small-business/index.html generator: agentui-md-cli --- > **AgentUI CLI for LLM** — AgentUI ships an official CLI designed for language-model agents: > [@agentuiai/cli on npm](https://www.npmjs.com/package/@agentuiai/cli) · install with `npm install -g @agentuiai/cli`. > > This file is the LLM-optimised markdown build of > [https://www.agentui.ai/en/client-portal-software-for-small-business/](https://www.agentui.ai/en/client-portal-software-for-small-business/) — a machine-readable alternate of > the HTML at the same URL. Content mirrors the human-visible page. > > Site index for LLMs: [https://www.agentui.ai/llms.txt](https://www.agentui.ai/llms.txt) · full content: [https://www.agentui.ai/llms-full.txt](https://www.agentui.ai/llms-full.txt) Built for 3–40 person businesses # Client portal software for small business Client portal software for small business shouldn't need a developer, a quarter of your year, or a five-figure contract. Describe the portal you need and AgentUI builds it — your clients get one link to their jobs, invoices and files. It goes live in days, and a real human team keeps it running so it never becomes one person's side job. [Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/pt/book-a-demo/)Client Portal5 active clients | Client | Contact | Jobs | Invoice | Last update | | --- | --- | --- | --- | --- | | Riverbend Dental | M. Okafor | 2 open | $1,240 due | 2h ago | | Halstead Roofing | J. Prieto | 1 open | Paid | Yesterday | | Kline & Co. Books | A. Kline | 3 open | $480 due | Mon 9:14 | | Northgate Cafe | S. Duarte | None | Paid | Aug 12 | | Verde Landscaping | R. Silva | 1 open | $2,100 due | Aug 11 | Shared files Riverbend-Dental_Estimate_v3.pdfClient can view1.2 MBStart here ## Copy this prompt and paste it into AgentUI This one prompt builds the whole thing: a clients table, jobs with appointment dates and stages, invoices with a balance due, and shared files — plus a login per client that only shows that client their own records. Change the field names to match how you already work before you paste it. Want a version for an agency, an accounting practice or client onboarding? [See more client portal prompts](/pt/client-portal-prompt/). PromptReady to paste ``` Build a client portal for my small business. We are a small team, we have no IT person, and I want it simple. Create a shared database with four tables: clients (business name, contact name, email, phone, address, active or inactive), jobs (linked to a client, job name, short description, appointment date, who on my team is assigned, stage of Quoted / Scheduled / In progress / Done, quoted price), invoices (linked to a client and a job, invoice number, amount, date sent, due date, paid or unpaid, balance due) and files (linked to a client, file name, the file itself, uploaded by, date added — quotes, photos, permits and signed paperwork). Give every client their own login. A signed-in client must only ever see their own jobs, invoices, balance and files — never another client's, and never my internal notes, my crew's names or what a job costs me. On my side, staff can view and edit everything, and the owner can also add clients and hand out logins. Build a client page showing their next appointment, open jobs, balance due and the files I shared, with a spot for them to upload a photo or a document I asked for. Build an internal list of every client with open jobs and unpaid invoices, oldest first. Keep an audit log of who changed what and when. ``` Copy promptPaste into AgentUI chat01 ## Live in days, not quarters You describe what your portal has to hold — clients, jobs, invoices, documents — and AgentUI builds a working version with your own data in it. Day one you are clicking through the real thing. Day three you are sending the link to your first client. There is no implementation phase, no statement of work, and nothing for anyone to install. Setup TimelineNo developer required 1. 1 Day 1 · Describe the portal Done Clients, jobs, invoices, file sharing. A working version is generated the same day. 2. 2 Day 2 · Your data + your logo Done Import the client spreadsheet, connect SQL if you have it, set roles for staff. 3. 3 Day 3 · Onboarding call Done A human walks the portal with you and fixes what does not match how you work. 4. 4 Live · First client link sent Live Clients open one URL in a browser. Nothing to install on their side. Client View — Riverbend DentalSigned in as client Open jobs 2 Balance $1,240 Files 9 Operatory 2 retrofitIn progressAnnual service visitScheduled Sep 4Invoice #2214Due in 6 days Upload requested document — Insurance certificate Visible to this client only · Every download recorded in the audit log 02 ## What your client actually sees Your client clicks one link and sees only their own account: open jobs, what they owe, the documents you shared, and a spot to upload what you asked for. No attachments buried in a thread, no "can you resend that?" Role-based access means one client can never see another client's file, and the audit log records every upload and download. 03 ## Nobody on your staff has to maintain it White-glove onboarding means a real person sets the portal up with you and stays reachable after launch. When you add a location, change a price list, or need one more field, you ask for it — you don't open a ticket with a developer you don't have. That is the difference between a tool the business owns and an automation that quietly depends on one person remembering how it works. Onboarding & ChangesHuman-backedRequest Add a second location and split jobs by branch. You · Tue 10:02 Shipped Branch field added to jobs and client list. Ready to review. AgentUI · Tue 10:19 Request Front desk shouldn't see invoice totals. You · Wed 08:41 Shipped Role updated: Front desk — jobs and files, no billing. AgentUI · Wed 08:55 White-glove onboarding session · scheduled with a real person 04 ## Client portal pricing a small business can actually approve Start on the free plan and find out whether your clients actually use it before you pay anything. When it sticks, the next step is $25 a month — not a procurement process. Free $0/mo 1 member · 3 projects · $0.30 per AI capacity Solo $25/mo 1 member · 5 projects · 90 capacity · $0.28 per AI capacity Builder $49.99/mo 2 members · 10 projects · 200 capacity · $0.25 per AI capacity Team from $99.99/mo 10 members · SQL integrations · shared databases Enterprise Contact us SSO, on-premise deployment and extended audit retention [See full pricing](/pt/pricing/)05 ## One place instead of email, WhatsApp and a shared drive Right now a client's history lives in three places and none of them agree. The portal runs on one shared database, so the invoice your client sees and the invoice in your books are the same record. If your data already lives in a spreadsheet or a SQL database, it connects — nobody retypes it. ### One shared database Clients, jobs, invoices and files in a single source of truth. ### Audit log Who changed what, when — including every client download. ### Role-based access Staff, managers and clients each see only their own view. 06 ## "We bought software before and nobody used it" Fair. Small-business software usually fails for two reasons: it was chosen by someone who doesn't do the work, and it breaks the first time a process or a column changes. AgentUI works the other way around — you describe your process, the portal matches it, and changing it later is a sentence instead of a rebuild. On the free plan you find out in week one whether your clients log in, not after a year of contract. - No developer, no IT team and nothing to install - A human sets it up with you and stays reachable - Change a field or a workflow by describing it ## Questions small business owners ask ### Do I need a developer or an IT person to run this? No. You describe the portal in plain language and AgentUI builds it. Onboarding is done with a real person from our team, and later changes are requests, not tickets. ### How fast can a small business realistically go live? Most portals of this size are a matter of days: a working version on day one, your data and branding next, and the first client link out by the end of the week. ### Can I try it before I pay? Yes. The Free plan is $0/mo with 1 member and 3 projects, which is enough to build a portal and put it in front of a few clients before deciding. ### What if my clients aren't technical? They open one link in a browser. There is no app to install and no account sprawl — they see their own jobs, invoices and files and nothing else. ## Related client portal pages [Free client portal system](/pt/free-client-portal-system/)[Create your own client portal](/pt/create-your-own-client-portal/)[Client onboarding portal](/pt/client-onboarding-portal/)[Best client portal software](/pt/best-client-portal-software/)[Client portal prompt](/pt/client-portal-prompt/) ## Get your client portal live this week. [Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/pt/book-a-demo/) --- ## Why AgentUI AgentUI is an AI + Human internal-tool and app builder. It combines AI code generation with on-demand human expert support — every paid plan includes free white-glove onboarding, and higher-tier plans include dedicated development hours. Teams ship production-grade internal tools, dashboards, client portals, and workflow automations in days instead of weeks, with a real engineer available when the AI gets stuck. ### Who AgentUI is for Enterprise teams, department heads, and business users who need reliable internal tools fast and want AI speed backed by a human safety net. Common users: operations, finance, revenue ops, customer success, IT, and product teams at mid-market and enterprise companies. ### When to pick AgentUI over alternatives - **vs. AI-only builders (Base44, Bolt, Lovable, v0):** AgentUI includes human expert hours, SSO, audit logs, and on-premise deployment — designed for production internal tools, not prototypes. - **vs. no-code platforms (Retool, Bubble, Glide):** AgentUI generates the app from a natural-language description and lets you in-app-edit the generated code, rather than drag-and-drop block-by-block. - **vs. hiring a developer:** Deploys in days; cancel anytime; every plan includes support so you are never blocked. ### Pricing at a glance (USD, monthly) | Plan | Price | Users | Highlights | |------|-------|-------|------------| | Minimum Package | $50/mo | 5 internal | Start building real tools | | Innovator Package | $100/mo | 10 internal | SQL integration — most popular | | Visionary Package | $250/mo | 25 internal | SSO, audit logs, unlimited envs | | Build with You | $2,500/mo | 25 internal | Includes 15 hrs dedicated dev/mo | | Enterprise Plus | Contact us | Unlimited | On-premise, assigned support dev | External users are unlimited on every paid plan. Yearly billing is discounted. Free trial available. ### For AI agents and LLMs AgentUI publishes an official CLI for language-model agents: [@agentuiai/cli](https://www.npmjs.com/package/@agentuiai/cli) (`npm install -g @agentuiai/cli`). Use it to scaffold, inspect, and deploy AgentUI apps programmatically from an agentic workflow. ### Learn more - Product overview: https://www.agentui.ai - Full pricing and plan comparison: https://www.agentui.ai/en/pricing - Security and trust: https://www.agentui.ai/en/security - LLM-friendly site index: https://www.agentui.ai/llms.txt - Official CLI: https://www.npmjs.com/package/@agentuiai/cli