How SpaceGo Works
See how easy it is to create and manage your branded client portal in minutes
Create Your Organization Account
Get started in just 30 seconds with our simple signup process
- No credit card required
- Instant account activation
- Free plan available forever
Click on 'Create Free Account'
Choose Your Plan
Pick the perfect plan for your business needs with transparent pricing
- Start with free plan, upgrade anytime
- Compare features side-by-side
- No hidden fees or surprises
When you login first time, you'll go through onboarding wizard.
Customize Your Branding
Make your portal truly yours with custom colors, logo, and domain
- Upload your logo
- Set background for your portal and login page
- Choose brand colors and fonts
Set your logo, your welcome message and your tagline
Explore Your Dashboard
Your command center for managing all client relationships in one place
- See all workspaces at a glance
- Quick access to recent activity
- Manage team members and settings
Get familiar with your Admin Dashboard
Create a Workspace
Build dedicated spaces for each client or project in minutes
- Create unlimited workspaces
- Apply custom branding per workspace
- Organize by client or project
Navigate to Workspaces tab and open Create Workspace form
Invite Your Clients
Send secure invitations and grant appropriate access with one click
- Email invitations with branded portal link
- Set role-based permissions
- Track invitation status
Go to 'Clients' tab in selected Workspace
Communicate & Collaborate
Keep all client communication in one secure place with built-in messaging
- Real-time messaging
- File attachments
- Email notifications
You can use our build-in messaging system, keep everything in one place - messages/files/projects/tasks/expenses no need to use 10 different systems
Manage Your Projects
Manage your internal and client projects with best in-class tools
- Manage tasks and milestones
- Track budget and expenses
- Attach files and comments
Navigate to Projects tab and Create your First Project
Share Documents Securely
Upload, organize, and share files with military-grade encryption
- Drag & drop file upload
- Organize in folders
- Version control and history
Navigate to Files tab. You can manage your internal files here and have a default directory for each Workspace/Project/Task
Create Payment Links for Invoices
Get paid faster with secure payment links integrated in your invoices
- Generate secure payment links
- Multiple payment methods
- Automatic payment tracking
Navigate to Payment Settings tab. Choose your payment provider. You can create new account or connect your existing account
Create Contracts from Templates
Generate professional contracts in minutes using our pre-built templates
- Library of legal templates
- Customize with your details
- E-signature integration
Navigate to Contract Templates window, we have 6 out of the box system templates. You can use them or create your custom template.
Build Your Knowledge Base
Create helpful FAQ articles and documentation for your clients
- Rich text editor
- Organize by categories
- Search functionality for clients
Navigate to Knowledge Base tab to create your first KNB Resource
Ready to Get Started?
Join the companies using SpaceGo to manage their client relationships