Nashville, TN | March 21, 2025 Biggest Goal (formerly Workday Ninja), an expert in business automation solutions, has announced the launch of its Instant Client Portals App— designed to streamline client communication and collaboration for Asana, Monday, and ClickUp users. This revolutionary portal eliminates the inefficiencies of traditional client management by providing a seamless, cost-effective solution that integrates directly with existing work management tools.
Instant Client Portals are a direct response to the pain points faced by B2B company owners, account managers, and agency teams who have long sought a better way to manage client relationships. Until now, companies have had to rely on expensive, standalone platforms or inefficient manual processes. Many businesses resort to workarounds—guest users with excessive access, duplicated projects, or makeshift spreadsheets—all of which introduce process vulnerabilities, inefficiencies, and potential errors. Biggest Goal’s solution offers a smarter, more affordable alternative without requiring businesses to abandon their preferred project management tools.
“For years, businesses have struggled with juggling multiple platforms just to keep clients informed and engaged,” said Micah Johnson, co-founder of Biggest Goal. “We built the Instant Client Portals App because we needed it ourselves. We wanted a way to share updates with clients in real-time, keep internal and external communications separate, and manage client requests without switching between tools.”
Imagine working on your projects in Asana, Monday, or ClickUp without worrying about manually crafting tailored updates for clients. There’s no need to invite your clients into your project management tool , and client requests can be sent directly within the portals, magically arriving in the correct projects in your project management tool, ensuring both parties stay aligned.
Beyond convenience, security is paramount. Many businesses have hesitated to invite clients into their internal workspaces due to privacy risks. “There are horror stories where you invite the client into your work management tool, and someone accidentally leaves an internal comment accessible to the client,” Alane Boyd, co-founder of Biggest Goal, explained during an Automate Your Agency podcast episode.
The Instant Client Portals App eliminates this risk as a secure layer between client interactions and internal workflows. As Micah Johnson further emphasized, “Internal communications… never bubbles up.” This ensures that only relevant updates are visible to clients, preserving internal discussions while keeping clients informed and engaged.
The Client Portals App adds a layer to your projects in Asana, Monday, or ClickUp, allowing clients to track progress and updates without accessing your internal communications. Clients can leave comments on tasks directly in the portal, and those comments instantly sync with your project management tool, keeping everything organized and up to date.
Personalizing Customer Experience– Now Made Simple
According to Adobe's 2023 State of Digital Customer Experience research, 71% of B2B executives cite personalizing content to customer needs as a major challenge, while more than half struggle with managing communication frequency. The Instant Client Portals App addresses these gaps by ensuring clients can access the most relevant, up-to-date project information—without overcomplicating the process.
The Instant Client Portals App is as intuitive as it is powerful. As Micah Johnson described, “It’s literally three clicks… Create a new portal, connect to ClickUp, and pick the lists that you want to display from.” With zero setup time and no learning curve, businesses can integrate the portal effortlessly, ensuring that clients and teams can collaborate instantly.
Key Features of the Instant Client Portals
With its robust feature set, the Instant Client Portals provide:
- Seamless Integration – Fully compatible with Asana, ClickUp, and Monday, ensuring effortless adoption within existing workflows.
- Dynamic Custom Fields – Enables businesses to highlight key project metrics while managing visibility settings for clients.
- Frictionless Google Drive Syncing – Securely receive and organize client assets in designated folders without the hassle of email attachments.
- Intuitive Board View – Offers a highly requested visual representation of projects, making it easier for clients to track progress.
- Real-Time Collaboration – Clients can comment on a per-task basis, with all updates seamlessly syncing with project management tools.
- Cross-Device Optimization – A fully responsive design ensures usability across desktop, tablet, and mobile devices.
Driving a New Standard in Client Collaboration
“The conversation around client management has evolved,” said Alane Boyd, co-founder of Biggest Goal. “What started as an internal solution sparked broader discussions among business owners, developers and product engineers who echoed the need for a better way to manage client interactions. As they engaged with us about this challenge, it became clear that businesses everywhere needed a smarter, more seamless solution that enhances collaboration without overhauling their existing tools.”
By positioning itself at the forefront of solution-based technologies, Biggest Goal sets a new benchmark for client management efficiency. “Our goal is to create a portal that simplifies client collaboration,” Alane Boyd, co-founder of Biggest Goal. “We’ve designed this to work the way businesses actually work—saving time, reducing costs, and improving client relationships.”
Transform your project management tools into the Client Portals App—instantly. Now available for Asana, Monday, and ClickUp users, you can provide clients with real-time access and seamless collaboration in seconds. Try it now or request a demo at https://clientportals.io/.
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About Biggest Goal
Biggest Goal, formerly Workday Ninja– transforms how teams sell, market, and execute through AI-powered automation. We help businesses turn prospects into customers by creating personalized sales and marketing materials at scale. Our platform enables teams to automate everything from sales proposals to marketing campaigns, allowing companies to maximize efficiency without scaling headcount. By turning data into actionable sales and marketing materials, we empower organizations to spend less time on manual tasks and more time on strategic growth. For more information, visit https://www.biggestgoal.ai/
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