Custom client portals for agencies for small businesses.
A client portal for a small marketing, design, PR, or web agency is a logged-in web app where each client sees their own projects, deliverables, approvals, invoices, and reports, without flooding your inbox. For an agency with 5+ active clients, the portal converts the inbound chaos into a structured place to work, and signals professionalism that helps justify your rate.
buyers often compare to: SuiteDash · Copilot · Plutio · Bonsai · Notion
What it actually does
- Per-client view: active projects, deliverables in review, completed deliverables, invoices, monthly reports.
- Approval workflows, client clicks approve or requests revisions; you don't hunt for sign-off in email.
- Document hub, proposals, contracts, brand assets, deliverables, all per-client and versioned.
- Optional: in-portal messaging tied to specific deliverables, so feedback isn't lost in 47 email threads.
- Auto-generated monthly reports pulled from your reporting tools (GA4, Meta/Google Ads, Search Console).
Who this is for
- Marketing, PR, SEO, content agencies (5–50 person, 5+ active clients).
- Design / web design studios.
- Specialty consulting (brand strategy, ops consulting, fractional CMO/CFO).
- Any agency that quotes monthly retainers and currently delivers via shared Google Drive folders.
What we'd build
Marketing agency client portal
Per-client: active campaigns, deliverables in review/approved, monthly performance report (pulled from GA4 + Meta + Google Ads), document hub, invoice history, in-portal Slack-like messaging tied to deliverables. Build time ~5 weeks.
Need a client portal for agencies that fits how you actually work?
Send a short note. We’ll write back within two business days with a rough shape of the build and a price band. We can have a related rebuilt website live in 24 hours; the app itself is a 2–6 week build depending on scope.
Tell us what you needCommon questions about client portals for agencies.
Why not SuiteDash / Plutio / Copilot?
Use them if they fit your service shape. Custom wins when your delivery model is specific (you generate reports your competitors don't, you have approval workflows clients require, your brand standards demand a fully white-labeled portal).