Everything Your Clients Need in One Place
Give your clients a professional portal experience that makes working with your agency effortless.
White-label the entire portal with your logo, brand colors, custom CSS, and your own subdomain (app.youragency.com). Match your website branding exactly—clients never see AgencyPro branding.
Invite clients via email with instant portal access. They create accounts, accept invitations, and start submitting requests immediately—no training needed with the intuitive interface.
Clients submit requests through customizable intake forms with file uploads. Track status in real-time (pending, in progress, review, completed) with automated notifications at each stage.
Unlimited file storage with organized folders per project. Clients upload briefs, reference materials, and feedback. You share deliverables, proofs, and final assets—all version-controlled and accessible.
Project-based conversations keep discussions organized. Clients comment on specific projects, attach files, and receive email notifications. No more lost emails or confusing threads.
Clients view all invoices, payment history, and outstanding balances. Pay invoices instantly with Stripe—credit card or bank transfer. Download receipts and view detailed billing statements anytime.
Engage Clients with a Fully-Branded Portal
Add your logo, colors, styling, and custom domain to give your clients a central place to engage with your agency.
Custom Domain
Use your own subdomain (example: app.youragency.com) for a professional experience.
Brand Customization
Add your logo, colors, and styling to create a seamless brand experience.
Client Teams
Let clients invite their team members to access requests and collaborate.
Secure Access
Secure client login with permissions and access controls.
One Place for Everything in Your Agency
Your clients can easily access their projects, files, and invoices – all in one place. They can also chat with you and submit new requests.
Submit and track project requests with customizable forms and status updates.
Create folders & share files with clients. Unlimited storage and organized file management.
Clients can access all their invoices and process payments via Stripe.
Built-in messaging system for project-based conversations and file sharing.
Elevate Your Client Experience
Provide a sleek and modern interface that streamlines requests, approvals, and communication, leaving a lasting impression on your clients.
Client Satisfaction
Increase by 95%
Based on average results reported by AgencyPro customers.
Frequently Asked Questions
Can I customize the client portal with my branding?
Yes. You can add your logo, brand colors, custom CSS, and connect your own subdomain (e.g., app.youragency.com). On supported plans, AgencyPro branding is removed entirely so clients see only your brand. The portal matches your website look and feel, creating a seamless professional experience from your marketing site through to project delivery.
What can clients do in the portal?
Clients can view project progress and status updates, submit new requests through customizable intake forms, approve deliverables, share and download files, communicate with your team through project-based messaging, view all invoices, and make payments via Stripe. The portal gives them a single place to manage their entire relationship with your agency.
Is the client portal mobile-friendly?
Yes. The portal is fully responsive and works seamlessly on desktop, tablet, and mobile devices. Clients can submit requests, review deliverables, send messages, and pay invoices from any device. Email notifications alert them to new activity so they can respond on the go without needing to check the portal constantly.
How many client users can I have?
There is no limit on client users on any plan. Invite as many client contacts as needed at no additional cost. Each client can also invite their own team members — for example, a marketing director and a project coordinator — with separate logins and access to the same projects and files.
Can clients submit requests through the portal?
Yes. You create customizable intake forms with the fields you need — project type, description, attachments, deadlines, and any custom fields. When a client submits a request, it appears in your project queue with all the context attached. You can set up different request forms for different service types (e.g., design requests vs. content requests).
How does the client portal compare to tools like Copilot or SuiteDash?
AgencyPro combines the client portal with project management, time tracking, invoicing, and CRM in one platform. Tools like Copilot and SuiteDash focus primarily on the portal experience. With AgencyPro, your team manages projects and tracks time in the same system where clients see progress — no integrations needed between separate portal and PM tools.