The Perfect Client Portal For Your Web Agency

Give clients an easy way to access key information about your projects from your WordPress website.

Embed Google calendars to show key dates and project timelines

Easily share with clients key dates related to your project in a format they are already familiar with.

Keep all invoices, receipts, and paperwork together

Clients aren't always the most organised – but you can be! Keep everything they need together and end the "Could you resend..." emails.

Example of an agency client portal

Create multiple portals for all your different projects

Your client can have as many portals assigned to them. Create separate portals for all your different types of project.

Embed forms that clients can fill in directly from their portal

Use your favourite form plugin to embed anything from questionnaires to support tickets in one place.

Username: CPAgency Password: Agency-Portal-578

“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) experience. 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, intuitive 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.

FOR AGENCIES

Do your clients need their own Client Portals? With the multisite license you can give your clients a copy of Client Portal as an extra deliverable.

“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

  • Client Portal Icons

    Custom branding

    Brand your portals to match either your agency or your clients’ websites

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    Content pages

    Use our beautifully designed content pages to embed anything from spreadsheets to videos.

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    Secure file uploads

    Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.

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    Email notifications

    Send notifications to clients when the portal has been updated with new information.

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    Unlimited portals

    You can have as many portals as you need on either plan. You can keep them active forever.

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    Unlimited clients

    Give access to as many clients as you like with no extra cost – no matter which license you choose.

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    Product updates

    We’re always improving Client Portal. You’ll get every single product update free for 1 year.

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    Email 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.

“Your platform is dead simple, easy to customize, and beautiful on mobile. It allowed us to launch our new client dashboard 3 weeks ahead of schedule!”

–Richard Walsh

Start using Client Portal with your next project

Starting from $199. Take the headache out of keeping clients in the loop with a simple way to store project deliverables on your WordPress website.

Get Client Portal now

“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