AMW Suite · ClientHub

With AMW ClientHub, you put every project date on one calendar, so your team and your customer see the same dates. Put every deadline, call and reminder on one calendar. Assign each one to a person, and it shows up on their task board in AMW CRM. Your customer sees the dates you share in their portal, with a reminder before anything you need from them. Book the free 20-minute call and we’ll plan the move with you.

Included in every plan, from $279/mo billed yearly

Start this month and our team moves you over from your current tools, on every plan.

Halden & Co.’s October calendar of deadlines, invoices, reminders and calls. The Whitaker Dental install is open beside it. It is due Oct 6, visible to the client and assigned to Owen Blake, with alerts a day and an hour before and an edit history.
The Whitaker Dental install, due Oct 6, visible to the client and assigned to Owen Blake. Its alerts and edit history are below.

Powered by top AI models

ClaudeOpenAIGeminiPerplexity

AMW ClientHub replaces the client portal and project calendar you use in Dubsado, HoneyBook or Bonsai.

Your team plans every deadline, call and reminder on one calendar. Your customer gets a portal that shows the dates you share with them.

Dubsado
HoneyBook
Bonsai
Compare AMW with: DubsadoHoneyBookBonsai

01 — On Owen’s board

When you assign a task to Owen in AMW ClientHub, it shows up on his task board in AMW CRM. Assign the Whitaker install to Owen on the calendar. It shows up in his In Progress column in AMW CRM, with the site survey ahead of it. Above the columns, you can see how much work Nina, Owen and Sam each have before you assign anything else. You hand out work in one place, and each person works from their own board.

The task board in AMW CRM at Halden & Co.: team workload for Nina, Owen and Sam, and the Whitaker Dental install in Owen Blake’s In Progress column, high priority, due Oct 6
Owen Blake’s In Progress column: the Whitaker Dental install, high priority, due Oct 6, and the site survey ahead of it

Fig. 01  Owen’s board in AMW CRM, the morning after.

Every task on the calendar is also on one person’s board. Move the date on the calendar, and AMW CRM moves it on their board too.

02 — Dana’s list

AMW ClientHub gives your customer a to-do list in the portal, with a reminder before each due date. Some of your dates need something from Dana. Those go on her list in the portal: right now that’s the intake form due today, the floor plans due Friday, the agreement and the invoice. She gets a reminder before each one, so the form, the plans, the signature and the payment reach you on time.

Dana’s My Tasks page in the Whitaker Dental portal: Due now, This week and Later, with the intake questionnaire, the floor plans for the Oct 6 install, the Phase 2 agreement, invoice HC-1042 and the booking page copy
Dana’s list: the intake questionnaire due today, the floor plans and the agreement this week

Fig. 02  Things for Dana to do, in her Whitaker Dental portal.

Each of the five items comes from a date on your calendar. Dana clicks one and completes it in the portal: she fills in the form, uploads the file, signs or pays.

03 — Answered in the portal

When your customer messages you in AMW ClientHub, Sheri drafts a reply you can send. Dana sends a message from her portal asking to move Thursday’s install. Sheri checks Whitaker Dental’s history and your schedule, then drafts a reply with the two open slots. Nina sends it and moves the install on the calendar, and Dana sees the new date straight away.

SheriSupport · Every plan

ReadsThe message, the customer’s history, your schedule and the earlier replies.

DeliversA reply that offers the two open slots, ready for someone on your team to send.

  • Portal message · Dana

    Could we push Thursday’s install to early next week?

  • Schedule

    Monday 9:00 and Tuesday 10:30 are open.

  • History · Whitaker Dental

    New Patient Flow, month 2 of 6, two locations.

The New Patient Flow messages in Dana’s portal: her request to move the install, Nina’s reply with two slots, Dana’s pick, and Nina’s confirmation with the plan in the files Sheri’s card in the team room, showing Dana’s request to move Thursday’s install at Whitaker Dental and a drafted reply with two open slots, waiting for approval
  • Portal message · Dana

    Could we push Thursday’s install to early next week?

  • Schedule

    Monday 9:00 and Tuesday 10:30 are open.

  • History · Whitaker Dental

    New Patient Flow, month 2 of 6, two locations.

Sheri’s card in the team room, showing Dana’s request to move Thursday’s install at Whitaker Dental and a drafted reply with two open slots, waiting for approval

Fig. 03  Dana asked to move the install, and Nina answered the same morning.

Nina sends the reply, so Dana sees Nina’s name on it and the new date on her calendar.

04 — In motion

Watch AMW ClientHub keep your team and your customer on the same dates in under a minute. Your team plans the work on one calendar. Your customer follows it in their portal, where the dates you share match yours.

ClientHub by AMW: the film 0:56

06 — Plans

Every AMW Suite plan gives you AMW ClientHub’s customer portal and shared calendar. Choose the plan that fits the size of your team. Start this month and our team moves you over from your current tools, included in the price.

Team· up to 5 users

$279/mo

Billed yearly at $3,348

  • AMW ClientHub customer portal
  • AMW CRM with calling, texting and email
  • AMW Proposals with e-sign
  • AMW Helpdesk
  • AMW Funnels with pop-ups and chat
  • Sheri and Jenna
  • Guided setup and email support

Business· up to 10 usersRecommended

$559/mo

Billed yearly at $6,708

  • Everything in Team
  • AMW Attribution, with Aria to explain your marketing
  • High-volume AI usage
  • Dedicated onboarding
  • Priority support
  • Your own branding on everything customers see

Every plan· the whole Suite

AMW ClientHub comes with every plan, alongside every other app and the AI team.

You log in once and pay one invoice. You can cancel whenever you like and keep access until the end of the period you’ve paid for.

See every plan

You log in once and get one invoice for every AMW app.

Cancel whenever you like. You keep access until the end of the period you’ve paid for.

This month: white-glove migration included.

07 — Questions

The questions you’re likely to ask about AMW ClientHub, answered.

Who sees a task on the calendar?

Your whole team sees it on the shared calendar. The person you assign also sees it on their task board in AMW CRM, and gets alerts by email and Slack. Your customer sees only the dates you choose to show them, on the calendar in their portal.

What does the customer see?

They see the campaign plan and how far along it is, the next milestone or call, their files, invoices and messages, and their team. Each item comes from what your team already keeps in AMW Suite.

Can customers send files?

Yes. A file your customer sends from the portal is kept with the campaign, and your team sees it under the customer’s name.

Can they add their coworkers?

Yes. A customer can invite coworkers to the portal, each with their own login.

Can the portal carry our branding?

Yes, on the Business plan. Every page your customer sees carries your logo and your colours.

What happens on the free migration call?

We look at the tools you use today and show you AMW Suite running a business like yours. Then we plan your move and recommend a plan. The call takes twenty minutes and it’s free.

Can I leave?

You can cancel whenever you like, and you keep access until the end of the period you’ve paid for.

AMW ClientHub

Book a call and see every project on one calendar in AMW Suite.

Book a free 20-minute call. We’ll look at the tools you use today, show you AMW Suite running a business like yours, and plan your move with you.