Give your clients a better way to work with you.
Vertex Flow gives small businesses a modern place to manage clients, projects, communication, files and invoices — all from one beautifully simple platform.
Why Vertex Flow
An easier, more modern alternative to outdated client portals.
Traditional client portals are clunky. Complex business software is overwhelming. Vertex Flow finds the middle ground — powerful where it matters, simple everywhere else.
Easy client access
Clients log in with just their email and a secure 12-character access key. No passwords to forget.
Client communication
Built-in project chat and general messaging keep every conversation in one place.
File sharing
Share documents, designs and deliverables with clients securely and simply.
Invoice management
Create and send invoices, attach a payment link, and track status from draft to paid.
Team collaboration
Bring your team in with roles and permissions that fit how you work.
Business branding
Make the client portal yours with your logo and brand colour.
How It Works
Get started in four simple steps
Create your business account
Sign up and start your free 7-day trial — no credit card needed.
Add your clients
Create client profiles and generate a secure access key for each one.
Create projects and invite clients
Set up projects with tasks, milestones and deadlines, then share access.
Manage everything from Vertex Flow
Chat, share files, track progress and send invoices — all in one place.
Everything you need
One platform for clients, projects and invoices
Replace a tangle of tools with a single, simple workspace.
Invoicing that chases itself
Automatic reminders, no awkward follow-up emails.
Northwind Studio
INV-2041
Aria & Co. Florals
INV-2038
Invoicing that chases itself
Automatic reminders, no awkward follow-up emails.
Northwind Studio
INV-2041
Aria & Co. Florals
INV-2038
Files, in context
Attached to the project they belong to.
Brand_Guidelines_v3.pdf
2.4 MB
hero-banner-final.png
1.1 MB
Projects that show their status
At a glance, not buried in a spreadsheet.
One thread per client
No digging through old email chains.
Maya Chen
Northwind Studio
"Looks great — can we push the logo a touch larger?"
How we compare
Vertex Flow vs the alternatives
A simpler, more modern choice versus traditional portals and heavy project software.
| Feature | Vertex Flow |
|---|---|
| Modern, clean interface | |
| Dedicated client portal | |
| Email + access-key client login | |
| Project chat + general messaging | |
| File sharing | |
| Invoices with payment links | |
| Team roles & permissions | |
| Client portal branding | |
| Simple, affordable pricing |
Generic category comparison for guidance only.
Pricing
Simple, transparent pricing
Start free for 7 days. No credit card required. Cancel anytime.
Individual
For businesses with one user.
- 1 business member
- Unlimited clients
- Unlimited projects
- Client portals
- Project management
- Project & general chat
- File uploads
- Invoice management
- Client comments & approvals
- Notifications
- Business branding
Team
Everything in Individual, plus your team.
- Up to 15 team members
- Everything in Individual
- Employee accounts
- Employee roles & permissions
- Project assignments
- Team management
FAQ
Questions, answered
Give your clients a better experience.
Start your free 7-day trial today. No credit card required.