Branding on Basic, full white-label on Plus

White-label client portal for agencies

Clients log in at your domain and see your logo and colors. Basic ($39/mo) covers branding, email templates and a custom domain with SSL. Plus ($149/mo) adds your own email sender and removes every AgencyPro mention.

portal.youragency.com

Your domain, logo and colors on every plan

What is a white-label client portal?

A white-label client portal is portal software built by a vendor that your clients see as yours: your domain in the address bar, your logo and colors on screen, and emails that come from your agency. Clients submit requests, review work, share files and pay invoices without being sent to a third-party brand.

White-label is not all-or-nothing. It covers three surfaces: the portal, the web address, and the email. In AgencyPro, Basic handles the first two and the look of the third. Plus handles the email sender and removes the last AgencyPro attribution. If clients must never see AgencyPro anywhere, you need Plus.

For the planning side (what to brand first, DNS, email deliverability), read our white-label client portal guide.

Which branding controls come with each plan?

Logo, colors, templates and domain are on every plan. The sender domain and attribution removal are Plus only. Prices from the pricing page.

Branding controlBasicProPlus
Your logo and faviconYesYesYes
Primary and secondary brand colorsYesYesYes
Email templates with your wording and merge tagsYesYesYes
Custom domain (CNAME) with automatic SSLYesYesYes
Notifications sent from your own email domain (SMTP)NoNoYes
Remove "Powered by" (all AgencyPro branding)NoNoYes
Workspaces (separate client portal environments)135
Monthly price, 1 seat included$39$79$149
Each extra team seat$15/mo$20/mo$30/mo

What does full white-label cost?

Full white-label means Plus, and Plus seats cost more, so do the math for your team size rather than comparing base prices.

Clients are unlimited on every plan with no per-client fee, so the number of clients you brand the portal for does not change the bill. Team seats do.

Example: a 5-person agency

  • Basic (your logo, colors, domain): $39 + 4 x $15 = $99/mo
  • Pro (same branding, plus proofing, tickets, time tracking): $79 + 4 x $20 = $159/mo
  • Plus (your email sender, no AgencyPro branding): $149 + 4 x $30 = $269/mo

Going from Basic to full white-label costs this team $170/mo. On annual billing, Plus works out to $124.17 + 4 x $25 = $224.17/mo.

What can you brand in AgencyPro?

Six controls, each labelled with the plan that includes it. Everything a client sees runs through the client portal.

Custom domain (Basic)

Point a subdomain such as portal.youragency.com at your workspace with a CNAME record, verify it, and SSL is issued automatically. Clients log in at your address.

Logo, favicon and colors (Basic)

Your logo appears in the portal header and emails, your favicon in the browser tab, and your primary and secondary colors across the portal.

Email templates (Basic)

Edit the subject and body of invitations, request status updates, invoice notices and payment reminders, with merge tags such as {client_name}.

Your email sender (Plus)

Enter your SMTP host, port, username and encryption in Workspace Settings so notifications come from an address like noreply@youragency.com.

Remove "Powered by" (Plus)

Turn off the AgencyPro attribution so the portal and its emails carry no AgencyPro branding.

More than one brand (Pro and Plus)

Pro includes 3 workspaces and Plus includes 5. Each workspace is a separate client portal environment with its own settings, so a second brand can have its own portal.

How do you white-label the portal?

Steps 1 to 3 and 5 work on any plan. Step 4 needs Plus.

1
Add your brand assets

In Workspace Settings, upload your logo and favicon and set your primary and secondary brand colors.

2
Connect your domain

Add a CNAME record pointing your subdomain to your workspace, verify the domain, and let DNS propagate. SSL is generated automatically.

3
Rewrite the emails

In Workspace Settings > Notifications > Templates, edit the subject and body of each client email and preview it before saving.

4
Switch the sender and remove attribution (Plus)

Enter your SMTP settings, send a test email, set up SPF, DKIM and DMARC for your domain, then turn off "Powered by".

5
Check it as a client

Relabel or hide portal menu items, then use impersonation to view the portal as a client and confirm what they see.

One gotcha: if you switch the sender before SPF, DKIM and DMARC are in place for your domain, client notifications can land in spam. Send a test email to a Gmail and an Outlook address before you invite clients.

Do you need Basic branding or full white-label?

It depends on who your clients are and how much they should know about your tools.

Solo consultant or small studio

Your logo, colors and domain are usually enough. Basic covers them, and a "Powered by" attribution rarely matters to clients who hired you for your work, not your tools.

Agency with corporate clients

If a client's IT team checks where emails come from, or you never want a vendor name in front of a client, you need Plus for your own sender domain and no attribution.

Agency running two brands

A second workspace gives the second brand its own portal environment. Pro includes 3 workspaces, Plus 5, and Enterprise is unlimited.

Agency that subcontracts delivery

If partners do some of the work but the client relationship is yours, clients only see your portal. How you structure the partner side is a separate decision.

White-label software vs. white-label services

The term means two different things in the agency world. This page is about white-label software: you run AgencyPro under your own brand to serve your own clients. White-label services (reselling) means a partner agency does the work and you sell it under your name.

A branded portal can sit in front of either model, but it does not set up a reseller arrangement, and it is not a license to resell AgencyPro. If you are deciding whether to resell a partner's work or subcontract it openly, read white-label vs. subcontracting.

When AgencyPro is not the right fit

Better to know these before you connect your domain. To compare other tools, see our list of white-label software for agencies.

You need full white-label at the Basic price

Basic and Pro keep the "Powered by" attribution and the default email sender. Removing them takes Plus.

You want to restyle the portal beyond brand settings

The documented controls are logo, favicon, colors, email templates, menu labels and interface text. If you need custom CSS or your own front end, ask us before committing, or consider a portal builder.

You want to resell the software itself

Branding settings change what your clients see. They do not make AgencyPro a product you can sell to other businesses under your name.

You run more brands than your plan has workspaces

Basic has 1 workspace, Pro 3 and Plus 5. Six or more separate brands means Enterprise pricing.

Frequently asked questions

Plans, domains, email senders and what clients see.

Is the white-label client portal included on every plan?

Branding is. Every plan, starting with Basic at $39/mo, includes your logo, favicon, colors, email templates and a custom domain with automatic SSL. A fully white-label portal, with notifications from your own email domain and no AgencyPro attribution, requires Plus at $149/mo.

Will my clients see AgencyPro anywhere?

On Basic and Pro, yes: clients see a "Powered by" attribution and notifications come from the default sender rather than your domain. On Plus you can remove AgencyPro branding and send from your own email domain, so clients see only your agency.

Can I use my own domain for the portal?

Yes, on every plan. Add a CNAME record for a subdomain such as portal.youragency.com, verify it in Workspace Settings, and SSL is generated automatically once DNS has propagated.

Can portal emails come from my own email address?

On Plus. You enter SMTP settings (host, port, username, password and TLS or SSL) and notifications go out from an address such as noreply@youragency.com. Set up SPF, DKIM and DMARC for that domain so the emails land in inboxes. On Basic and Pro you can still edit every template's wording and branding.

Can I test full white-label on the free trial?

The 14-day trial gives Pro-level access, so you can test your logo, colors, custom domain and email templates. Your own email sender and removing "Powered by" are Plus features, so check them after you move to Plus.

Is a white-label portal the same as white-label services?

No. A white-label portal is software you run under your brand to serve your own clients. White-label services means another company does the work and you sell it under your name. You can use AgencyPro either way, but the partner agreement is separate from your portal settings.

Put your brand on the portal this week

The 14-day trial has Pro-level access with no credit card, enough to set your logo, colors, templates and custom domain. Your own email sender and removing "Powered by" come with Plus.