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ERP.AI Client Collaboration Portal

Client Collaboration Portal

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Modules

Portal branding and accessCreate a recognizable client workspace with explicit access to each shared project. Project documentsPublish the right version of a document and see whether its intended recipients have acknowledged it. Client decisionsAsk a named client approver for a decision with the relevant evidence and a traceable outcome.
Project updatesShare a consistent project update with exactly the audience that should receive it. ConversationsKeep feedback attached to the document, request or update the conversation is about. Engagement and auditFind stalled approvals and inactive client accounts while preserving a useful decision trail.

Client Collaboration Portal

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Processes

Portal setup to client accessGive clients a branded entry point and the specific project access their work requires. Document publishing to acknowledgmentMake a protected project document available to the intended client audience and record explicit acknowledgment.
Approval request to source updateCapture the named client’s decision and reconcile the result with the originating application. Project update to client follow-upKeep project communications relevant and follow up using permitted engagement evidence.

Client Collaboration Portal

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Industries

Consulting teamsKeep advisory deliverables, client feedback and project decisions in an accountable shared space. Creative and digital agenciesGive clients a consistent place to review project work and respond to the people delivering it.
Implementation partnersCoordinate customer checkpoints across implementation projects with explicit access and decision ownership.

Client Collaboration Portal

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Reference

Roles and permissionsSeparate portal administration, publishing, client decisions and read-only access. Reports and analyticsReview client engagement, approval turnaround and delivery outcomes. Data modelThe canonical records behind published client collaboration.
IntegrationsConnect protected documents, project context and acknowledged decisions. ImplementationConfigure identity, audiences and decision evidence before inviting clients. Agent referenceUse Proto to configure a scoped client collaboration experience.

Client Collaboration Portal

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Pricing Frequently asked questions Get started
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All systems
Modules
Portal branding and accessCreate a recognizable client workspace with explicit access to each shared project.Project documentsPublish the right version of a document and see whether its intended recipients have acknowledged it.Client decisionsAsk a named client approver for a decision with the relevant evidence and a traceable outcome.Project updatesShare a consistent project update with exactly the audience that should receive it.ConversationsKeep feedback attached to the document, request or update the conversation is about.Engagement and auditFind stalled approvals and inactive client accounts while preserving a useful decision trail.
Processes
Portal setup to client accessGive clients a branded entry point and the specific project access their work requires.Document publishing to acknowledgmentMake a protected project document available to the intended client audience and record explicit acknowledgment.Approval request to source updateCapture the named client’s decision and reconcile the result with the originating application.Project update to client follow-upKeep project communications relevant and follow up using permitted engagement evidence.
Industries
Consulting teamsKeep advisory deliverables, client feedback and project decisions in an accountable shared space.Creative and digital agenciesGive clients a consistent place to review project work and respond to the people delivering it.Implementation partnersCoordinate customer checkpoints across implementation projects with explicit access and decision ownership.
Reference
Roles and permissionsSeparate portal administration, publishing, client decisions and read-only access.Reports and analyticsReview client engagement, approval turnaround and delivery outcomes.Data modelThe canonical records behind published client collaboration.IntegrationsConnect protected documents, project context and acknowledged decisions.ImplementationConfigure identity, audiences and decision evidence before inviting clients.Agent referenceUse Proto to configure a scoped client collaboration experience.
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Pricing

Usage-based ERP.AI pricing for Client Collaboration Portal.

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Everything included

  • Active PortalSitesActive
    Portal CodeNameAccountSubdomain Slug

    Portal branding and access

    Create a recognizable client workspace with explicit access to each shared project.

    Included
  • My Project Documents (Client)Published
    Share NumberDocument NameCategoryPortal Project
    Invoice

    Project documents

    Publish the right version of a document and see whether its intended recipients have acknowledged it.

    Included
  • My Pending Approvals (Client)Pending
    Request NumberSubjectTypePortal Project
    Change Order

    Client decisions

    Ask a named client approver for a decision with the relevant evidence and a traceable outcome.

    Included
  • Portal Home (Client)
    Occurred AtEntry TypeSubjectRelated Table
    Status Update Published

    Project updates

    Share a consistent project update with exactly the audience that should receive it.

    Included
  • Open Comment Threads (Internal)Active
    Posted AtParent TypePortal ProjectAuthor Client User
    Approval Request

    Conversations

    Keep feedback attached to the document, request or update the conversation is about.

    Included
  • Client Activity Audit (last 30 days)
    Occurred AtClient UserActivity TypeRelated Table
    Login Failed

    Engagement and audit

    Find stalled approvals and inactive client accounts while preserving a useful decision trail.

    Included
Roles
  • Portal Manager
  • Project Manager
  • Account Manager
  • Internal Collaborator
  • Client User — Approver
  • Client User — Collaborator
  • Client User — Viewer
Processes
  • Portal setup to client access
  • Document publishing to acknowledgment
  • Approval request to source update
  • Project update to client follow-up
Reports
  • Client Engagement Summary
  • Approval Cycle Time
  • Document Acknowledgment Rate
  • Inactive Client Users
  • Portal Adoption Funnel
  • Approvals Decision Audit
  • Branded Email Send Volume
  • Comment Thread Activity

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuration, data migration and rollout services are priced separately. The scope depends on your locations, integrations, data volume and support needs. Click Start now to create your ERP.AI account, then use Proto to configure the system for your team.

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Pricing questions

All questions
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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