Software for agencies
Client portal for agencies
Here is what the client portal does for agencies. A private portal where your clients see their documents, status and messages. It's built for one familiar headache: new client onboarding means the same twenty emails every time.
What this fixes for agencies
- New client onboarding means the same twenty emails every time.
- Proposals are copied from the last one and edited by hand.
- Retainer invoices go out late or get paid late.
What it looks like in practice
Imagine a six-person marketing agency on monthly retainers. A client logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.
How it works for agencies
Here is how the client portal runs day to day for agencies.
- We decide what clients should see and do.
- I build a login with status, documents and messages.
- It connects to HubSpot.
- Notifications go out when something changes.
- You get it deployed and own the code.
Tools it connects to
It plugs into the tools agencies already use, such as HubSpot and Gmail, and runs on Next.js, Supabase and n8n.
Questions from agencies
Does the client portal work with HubSpot?
It depends on your HubSpot plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The client portal sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What will my clients see?
They'll see one login to check status and download files. I write the wording with you so it sounds like your agency business, and you approve it before launch.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built