All Your Clients in One Place
Manage every aspect of your client relationships: Messages, invoices, services, client notes, and files.
Build comprehensive client profiles with contact details, service history, custom fields (referral source, industry, location), and relationship notes—all searchable and filterable for quick access.
Create custom fields tailored to your agency needs—track referral sources, contract terms, key contacts, and client preferences. Add timestamped notes for every interaction to maintain complete relationship history.
Project-based conversations keep client communication organized. Each project gets its own thread with file attachments, eliminating email chaos and ensuring nothing gets lost in long threads.
Monitor active subscriptions, hourly credit balances, and service status (active, paused, cancelled) per client. See which services drive revenue and which clients need attention at a glance.
View complete financial relationship with each client—all invoices, payment dates, outstanding balances, and payment methods. Track retainer usage and subscription renewals in one place.
Centralized file storage per client with folder organization. Store brand assets, project deliverables, contracts, and reference materials—accessible to your team and clients through the portal.
Powerful Client Management Built for Agencies
Easily manage your clients and their information, in one place. See their files, invoices, messages, and way more.
View all your clients and their service status (active, inactive, paused) in one centralized dashboard.
Add custom fields such as referral source, phone number, location, and industry to capture all client information you need.
Keep detailed records of every client interaction. Stay on top of follow-ups, special requests, and personal preferences.
Easily manage the services your clients purchased including pausing & resuming subscriptions, managing hourly & credit balance.
Keep all client files organized in one place. Access project deliverables, brand assets, and important documents.
Quickly view client invoices and payment history to stay on top of billing and track financial relationships.
Built-in Client Messaging
No more long email threads. Keep everything organized and chat with your clients directly in your portal.
Project Conversations
Organize client discussions by creating separate conversations for each project.
Send Files
Share files securely and conveniently with your clients, all within the platform.
Email Notifications
Stay updated with email notifications for new messages and client communications.
Team Collaboration
Internal team notes and collaboration tools to coordinate client work.
Streamline Your Agency Operations
Centralized Client Information
All client data, files, and communication history in one organized dashboard.
Better Client Service
Access complete client history and preferences to provide personalized service.
Improved Communication
Built-in messaging keeps all client communication organized and professional.