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Getting Started Log in, find your workspace, and learn the basics of Nuvio One. Product guide Workspace & Team Set up your workspace, invite teammates, and manage members. Product guide

Contacts Create and manage the people you work with. Product guide Organizations Group contacts under the companies they belong to. Product guide Leads Capture and qualify potential customers. Product guide Deals & Pipeline Track opportunities through your sales pipeline. Product guide

Projects Organize client work into projects with tasks and time. Product guide Tasks Plan, assign, and track work to completion. Product guide Teams & Capacity Group members into teams and manage their capacity. Product guide Documents & Files Store, share, and organize files. Product guide Notes Keep internal notes against any record. Product guide Reminders Never miss a follow-up with personal reminders. Product guide Forms Build reusable forms to collect information from clients — embedded in onboarding or shared as public links. Product guide Wiki Keep your team's internal knowledge — processes, policies, and how-tos — in a private, searchable wiki. Product guide

Appointments & Booking Offer bookable times and manage appointments. Product guide Proposals Send proposals clients can review and accept online. Product guide Support Tickets Manage client support requests end to end. Product guide Onboarding Workflows Onboard new clients with repeatable workflows. Product guide

Time Tracking Log billable and non-billable time against work. Product guide Invoices Create, send, and get paid on invoices. Product guide Online Payments (Stripe) Connect Stripe to accept card payments on invoices, and see how payouts, fees, and refunds work. Product guide Bookkeeping Track income and expenses in the ledger. Product guide

Reports & Analytics Understand your business with built-in reports. Product guide

Email Templates Create reusable templates for outbound email. Product guide Roles & Permissions Control what each member can see and do. Product guide

Signing in to the Client Portal How to sign in to your client portal — no password needed — and find your way around. For clients Viewing & Paying Invoices See your invoices, pay securely by card, download a PDF, or tell your provider you've paid. For clients Booking & Managing Appointments Book a time that works for you, and reschedule or cancel from your portal. For clients Reviewing & Accepting Proposals Read a proposal your provider sent, then accept or decline it online. For clients Getting Support Raise a question or issue with your provider and follow it through to resolution. For clients Documents & Files Find files your provider has shared with you, and upload files they've asked for. For clients Completing Onboarding Work through the welcome steps and forms your provider set up to get you started. For clients