Solution
Agency portal
Give each client a place to see their reports, deliverables and pending approvals on their own. They stay informed, and your team stops answering the same status questions by email.
What's included
- 01
Reports per client
Each client finds their monthly and campaign reports in one place, with the history of past months.
- 02
Deliverables and status
Clients see what is in production, what is ready and what comes next, taken from the team's own work.
- 03
Approvals in the portal
Clients review and approve pieces in the portal, with a record of each decision and round of changes.
- 04
Requests in one place
New requests arrive through the portal with a clear brief, instead of scattered across chats.
- 05
Your brand
The portal carries your agency's name and logo, so clients see it as part of your service.
- 06
Access by role
Marketing directors, brand managers and other contacts each see only what corresponds to them.
How it works
- 01
Invite the client
Give each client's contacts access with a simple invitation.
- 02
Share from the agency
Reports, deliverables and approvals are published from the work the team already does.
- 03
The client follows up
The client checks the portal whenever they want and gets notified when there is news.
- 04
Decide together
Approvals and requests happen in the portal, with a clear record for both sides.
Who it's for
Agencies with many accounts
Agencies where account managers spend much of the week answering status questions.
Agencies with corporate clients
Teams working for companies with several stakeholders who all want to see progress.
In-house teams serving other areas
Marketing teams that receive requests from sales, product or regional offices.
What you gain
- Fewer status emails to your team
- Clients who feel informed throughout the month
- Approvals and requests recorded, not lost in chats
- A more professional image for your agency
Starting investment
From $5,000
Projects start at $5,000–8,000 and scale based on the number of clients, integrations and scope.
Final scope and investment depend on your agency, integrations and requirements.
What shapes the investment
- 01Number of clients and accounts
- 02Integrations with your tools
- 03Users, offices and countries
- 04Scope and modules
Free audit
Get a free audit of your agency.
Fill out the form and we reach out. We build a 5-page audit made for your agency: where your team loses the most time or margin and what to fix first. Free, with no obligation.
Free · 5-page custom audit · No obligation
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