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Feature

Clients who follow along — without reading along

Give clients view-only access to project progress, logged hours, and milestones. Trust grows from transparency, not status emails.

Customer detail view with history, revenue context, and active projects.

Their own space

Clients see exactly what you share — nothing more.

Live status

Hours, milestones, and budget — always current.

Fewer status calls

Answers already live in the portal.

Better relationships

Transparency over the black box.

How it works

How it works

  1. Add the client

    With clear roles (sponsor, accounting, stakeholder).

    Customer detail view with history, revenue context, and active projects.
  2. Configure visibility

    Decide what's shared per project.

    CRM customers screen with contacts, activity history, and related project details.
  3. Send the invite

    Magic-link sign-in — no client-side password setup.

Feature

What's inside

Granular filters

Visibility per data type and project.

Brand identity

Client logo and color on the portal.

Audit logs

Track who saw what and when.

Comments

Clients leave contextual feedback.

Features

One feature, every role

Pistacio adapts to the role — from admin to team member — so the same feature serves different people in different ways.

Admin

Full control over billing, organization settings, and user management.

  • Organization-wide settings and billing
  • User provisioning and role assignment
  • Custom fields and workflow configuration
  • Audit logs and governance exports
  • API access and integrations

Manager

Oversee projects, approve timesheets and leave, and monitor team performance.

  • Project dashboards with budget tracking
  • Timesheet approval workflows
  • Leave request management
  • Team utilization and capacity reports
  • Client-facing project summaries

Team Member

Log time, submit expenses, manage tasks, and request time off — fast.

  • One-click time tracking with project picker
  • Expense submission with receipt upload
  • Personal task board and deadlines
  • Leave balance and request history
  • Weekly timesheet overview

Join the open beta—free while we learn with you

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