The Perfect Client Portal For Your Agency
Client Portal integrates with Wordpress to help you manage your client projects... without the bulky project management software.
Give your clients an at-a-glance view of the project status
Clients will always know where the project is at, what’s been completed, and what’s coming up next.
Easily allow clients to book a meeting with your team
Link to any calendar scheduling tool so you’ll never have the back and forth of meeting requests ever again.
Show your clients your availability and how to get in contact
Some clients need a reminder of your teams availability. Make it clear when you’re available (and when you’re not) and stop those pesky weekend calls.
Mark items as complete as you progress through your projects
You or your clients can mark each module as complete so you’ll never miss a step in the project ever again.
“Our clients expect a great experience, but with so much on our plate it can be hard to keep up”
As an agency, you’re under a lot of pressure to not only deliver fantastic work, but to give your clients a great (referral worthy) experiece. After all, a big reason companies hire agencies is for the tried-and-tested processes they have in place.
Unfortunately, many project management tools have the opposite effect. They overwhelm clients with their steep learning curves right at the most crucial part of a project: the first impression.
Client Portal is intentionally simple. It gives you a beautiful, intuative dashboard that you can give to your clients at the start of a project. They’ll see your entire process laid out in front of them, with clear indicators as to where they are right now and what needs to be done.
The result? Your clients will actually use it. Not only will it give them a great first impression of your agency, it’ll be a tool they can consistently refer back to to check the project status or download project assets.
And the best part? Each portal takes just a few minutes to set up. So you get maximum effectiveness for a minimal time investment.
See how design agency 92Dream has been using Client Portal to onboard their new clients.
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”–Anthony Wallace
Everything is included
Brand your portals to match your agency website or brand rach individual portal to match your clients’ websites.
Use our beautifully designed content pages to embed anything from text to images to video and more.
Secure file uploads
Securely upload your files to your portal. All files are kept private and away from WordPress’s media folder.
Never miss a beat. You’ll get notified when a client marks a module as complete.
You can have as many portals as you need on either plan. You can keep them active forever.
Use Client Portal with as many clients as you like – no matter which license you choose.
We’re always improving Client Portal. You’ll get every single product update free for 1 year.
Email and phone support
Free support for 1 year with the option to renew (but you keep the product even if you don’t renew!)
100% Risk-Free Money Back Guarantee!
If you’re not completely satisfied within 30 days of purchase, we’ll refund your money; hassle-free.
"I wish I had found Client Portal years ago while running a design agency. This is a great tool to help your design agency, or any business that works with clients, manage your client experience."
Start using Client Portal with your next project
Starting from $199. Take the headache out of project management with a simple way to store your deliverables on your WordPress website.
“...a simple masterpiece!”