Kinetic Management Portal
Clients & staff portal
About
This private portal connects clients and staff with project updates, invoicing, contract signing, and direct messaging. Staff can manage pipelines, tasks, and automated workflows. Access is by invitation only from Kinetic Management.
What's New in Kinetic Management Portal
1.0.1
May 17, 2026
Fixed how the Finances sub-accounts (Your Pay, Tax Reserve, Operations) calculate. Each bucket now tracks independently — paying yourself only reduces Your Pay, not all three. The three envelopes always add up to your bank balance.
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FAQ
How do I get access to the Kinetic Management Portal?
Access to the Kinetic Management Portal is by invitation only. Accounts are issued by Kinetic Management to existing clients and team members. If you do not have an invite, the app will not function for you.
What can clients do in the Kinetic Management Portal?
Clients can view active projects with real-time progress, pay invoices using PayPal, Cash App, or Venmo, sign contracts digitally, and message Craig directly for updates.
What features are available for Kinetic Management staff?
Staff can manage the full pipeline, track clients and projects, create invoices with pay links, utilize AI tools for outreach drafting, and set up automated workflows with triggers.
Does the Kinetic Management Portal support multiple payment methods for invoices?
Yes, clients can pay invoices directly within the app using PayPal, Cash App, or Venmo, offering flexibility for payment processing.
Can I sign contracts through the Kinetic Management Portal?
Yes, the app allows for on-phone contract signing with a single tap for clients, and a two-signature flow for staff, streamlining the agreement process.
What kind of reports can staff generate?
Staff can access reports on revenue trends, pipeline value, conversion rates, and top clients, providing insights to keep the business moving.
Is the Kinetic Management Portal available on Android devices?
Based on the provided data, the app is supported on iPhone and iPod. Information regarding Android compatibility is not specified.
How often is the Kinetic Management Portal updated?
The app was last updated on May 17, 2026, to version 1.0.1. This indicates regular maintenance and potential feature additions by the developer.