Nifty

What Nifty Is

Nifty is a project management platform that positions itself as an all-in-one replacement for scattered tools — combining tasks, roadmaps, docs, team chat, file storage, and time tracking under one roof. It targets agencies, software teams, and service businesses that want to consolidate tooling rather than pay for separate Asana, Slack, and Dropbox subscriptions. Client management is listed as a core use case alongside engineering, sales, and marketing workflows.

Client Portal Functionality

Nifty's approach to client portals is project-centric rather than portal-first. Clients get invited as guests into specific projects, where they can view milestones, comment on tasks, access shared documents, and follow along with progress updates. This works well for agencies running project-based engagements — clients stay in the same workspace as the team rather than receiving one-way status emails.

Guest seat allocation varies by plan: the Personal plan provides 2 guest seats per paid member, while Business and Enterprise offer unlimited guests. For agencies with many clients across active projects, the Business tier is likely the minimum viable option.

Pricing

• Free — $0, unlimited members, 2 active projects, 100 MB storage. Suitable only for evaluation.
• Personal — $7/member/month (billed annually), 40 projects, 100 GB storage, 2 guests per paid seat. Core features including tasks, milestones, docs, team chat, and recurring tasks.
• Business — $16/member/month (billed annually), unlimited projects and storage, unlimited guests. Adds time tracking, custom fields, budget tracking, workflow automations, file proofing, cross-project overviews, team workloads, custom roles and permissions, and native forms.
• Enterprise — Contact sales. Adds custom SAML, white labeling, IP restrictions, and a dedicated success manager.

Annual billing saves up to 45% versus monthly rates.

Features Worth Noting

Milestone-based roadmaps are a standout — teams track progress visually against goals, and clients can see exactly where a project stands without needing a status call. Workflow automations (if/then logic) reduce manual handoffs. The file proofing feature, available on Business and up, lets clients review and approve deliverables directly in Nifty without routing through email.

Budget tracking is included in the Business plan, which is useful for agencies managing project profitability alongside client deliverables. Time tracking with reporting rounds out the billable-work story.

Integrations and Imports

Nifty supports direct imports from Asana, Basecamp, ClickUp, Jira, Trello, and Wrike, plus CSV and Excel — a practical migration path for teams coming from other tools. Native integrations and custom embeds are available (specific integration list not detailed in source material), and the platform exposes an open API on Business and above.

Security and Administration

Business and Enterprise plans include two-factor authentication, Google SSO, and Microsoft SSO. Enterprise adds custom SAML, white labeling, IP restriction, and custom domain support — the features agencies need before they can brand Nifty as their own client-facing product.

Limitations to Consider

Nifty is fundamentally a project management tool with client access bolted on, not a purpose-built client portal. Clients navigate the same task-oriented interface as internal team members, which may feel overly complex for clients who just want to check status or download files. There's no dedicated client dashboard, onboarding checklist workflow, or intake form experience that tools like Rocketlane or Onramp are built around. Teams running client onboarding programs or needing structured intake flows will find the experience less polished than portal-first alternatives.

Who It's For

Nifty suits agencies and small service teams already committed to project-centric workflows who want clients folded into the same system rather than managed separately. At $16/member/month on Business, it competes favorably against assembling a stack of single-purpose tools. Teams that need a true standalone client portal with a branded, simplified client experience should look elsewhere.