Your clients see your brand. Everywhere.
Upload your logo, pick your colour, and the whole client experience becomes yours — the portal they log into, the sign-in email that gets them there, and the quote emails you send. White-label, without the enterprise price tag.
A portal that looks like your business, not ours
Your logo and company name take over the portal chrome, and your accent colour re-themes the whole surface — buttons, highlights, progress bars. To your client it's your company's portal; Summit Hub is just the engine underneath.
- Logo and wordmark. Your logo and business name replace ours in the portal your clients sign into.
- Your accent colour. One colour choice re-themes the client surface — no CSS, no designer, no rebuild.
- Staff view untouched. Branding dresses the client side only; your team's pipeline and financials keep the standard look.
From the sign-in link to the quote, every email carries your name
When a client requests their sign-in link, the email arrives with your logo, your name and your colour. Email a quote and it leads with your letterhead — matching the branded PDF attached to it. The first impression and the last are both yours.
- Sign-in emails. The magic-link email your client taps to reach their portal is branded as your business.
- Quote emails. Quote emails open with your logo and an accent-coloured letterhead, consistent with the PDF.
- Minutes to set up. Settings → Branding: set your name, upload a logo, pick a colour, save. That's the whole job.
Client branding is on every plan
Look like the established firm you are.
Client branding is included on every plan — set yours up the day you sign up.
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