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.
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.
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
Brand your portals to match either your agency or your clients’ websites
Use our beautifully designed content pages to embed anything from spreadsheets to videos.
Secure file uploads
Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.
Send notifications to clients when the portal has been updated with new information.
You can have as many portals as you need on either plan. You can keep them active forever.
Give access to as many clients as you like with no extra cost – no matter which license you choose.
We’re always improving Client Portal. You’ll get every single product update free for 1 year.
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!”
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.
“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.”