Changelog
Saaporo 3.0 — The New Client Hub
Saaporo 3 is now available with a completely redesigned client operations interface.
A complete redesign
Saaporo 3 is now available with a completely redesigned interface built from the ground up. The new UI is faster, cleaner, and puts your client delivery workflows at the center of everything.
We have rethought every part of the experience — from how you onboard clients to how you track projects, approvals, and reporting in real time. The result is an interface that feels familiar on day one but reveals more depth the more you use it.
Unified client operations
The new interface lets you manage multiple client workspaces in parallel — each with its own portal, deliverables, and approval flows. Monitor every active project from a single dashboard with real-time status, activity logs, and performance metrics.
Workflow-first architecture
Everything in Saaporo 3 is centered around client delivery workflows — repeatable processes that move projects from kickoff to handoff with clear ownership, automated reminders, and built-in client visibility.
Workflows can be triggered manually, on a schedule, or by events from tools like Slack, HubSpot, and your project management stack.
Getting started
To try the new interface, upgrade Saaporo and navigate to Settings -> New Interface. You can switch back to the classic interface anytime, or run both side by side during the transition period.
Check out our migration guide for a detailed walkthrough of what has changed and how to make the most of the new features.
Visual Workflow Builder
Design and customize client delivery workflows using a simple drag-and-drop visual interface.
Build workflows visually
In the new interface, you can use the Visual Workflow Builder to design and customize client delivery workflows without writing any code. Drag components onto the canvas, connect nodes to define handoffs and approvals, and configure each step with a simple properties panel.
The builder supports conditional logic, loops, error handling, and parallel branches — all represented visually so you can see exactly how each client process works at a glance.
Precise targeting with annotations
You can annotate and target steps directly in the builder. This allows you to give more precise instructions to your team and iterate faster by pointing to exactly the part of the workflow you are referring to.
Keyboard shortcuts
- Cmd + Shift + B to toggle the Workflow Builder
- Shift + drag to connect nodes
- Cmd + D to duplicate a node
- Option + click to add a condition
- Cmd + Z to undo, Cmd + Shift + Z to redo
- Cmd + G to group selected nodes
Templates and snippets
We have included over 40 pre-built templates for common agency workflows. You can also save your own snippets and share them with your team. Templates cover everything from client onboarding to project kickoff, approval chains, and reporting cadences.
Private Client Portals
Run branded client portals on your own domain with full data control.
Your domain, your client experience
Saaporo now supports private client portals that run on your own domain and keep client data within the boundaries you define. Deliverables, approvals, messages, and reporting all live in a branded workspace your clients recognize as yours.
This is ideal for agencies and consultancies with strict compliance requirements, data residency policies, or clients who expect a fully white-labeled experience.
Full parity with hosted portals
Private client portals offer the same capabilities as Saaporo-hosted portals, including:
- Branded client workspaces with custom domains
- Role-based access for clients, stakeholders, and delivery teams
- Approval flows, file sharing, and activity timelines
- Automated status updates and reporting views
- Integration with Slack, email, and your existing project stack
Setup and configuration
Getting started is straightforward. Enable private portals in your Saaporo dashboard, then follow the guided setup to connect your domain and configure branding. We support standard DNS configuration with SSL provisioning handled automatically.
The setup process typically takes under 30 minutes and includes health checks, domain validation, and a test portal to ensure everything is working correctly.
Security and compliance
All communication between your client portals and Saaporo is encrypted end-to-end. We support SSO, audit logging, and integration with your existing identity providers including Okta, Azure AD, and Google Workspace.
40+ New Integrations
We have added more than 40 new integrations from partners across your client operations stack.
Expanded partner ecosystem
We have added more than 40 new integrations from partners such as HubSpot, Salesforce, Slack, Notion, Asana, and Stripe. Saaporo can now read from, write to, and take actions across more of your client operations stack than ever before.
Each integration has been thoroughly tested and includes pre-built templates to get you started in minutes, not hours.
Client delivery tools
- Asana — Sync tasks, milestones, and project status with client workspaces
- Notion — Push deliverables and documentation directly into client portals
- Slack — Route approvals, updates, and notifications to the right channels
- Google Drive — Attach and sync files with version-aware client access
Business tools
- Salesforce — Sync accounts, opportunities, and client health signals
- HubSpot — Automate onboarding, renewals, and client communication
- Stripe — Connect billing events to project milestones and reporting
- monday.com — Create and update boards, items, and delivery workflows
How to get started
Browse all available integrations at saaporo.com/integrations. Most integrations can be configured in under 5 minutes with our guided setup wizard. Each integration page includes documentation, templates, and example workflows to help you get the most out of every connection.