Client Onboarding
Capture briefs, assets, access details and project requirements.
Premium Agency Client Portal
Manage clients, projects, tickets, files and approvals in one place.
ClientPortal Pro gives agencies, freelancers, web designers, IT providers and MSPs a polished self-hosted portal with onboarding, project delivery, support, invoicing, approvals and handover tools.
Client Dashboard
Projects, approvals, files, tickets and invoices.
Admin Command Centre
Clients, tasks, health scores and activity logs.
ProjectsTicketsApprovalsFilesInvoicesWhite-Label
Everything clients expect in one branded dashboard
Onboarding, projects, approvals, tickets, files, invoices, quotes, announcements, knowledge base and handover packs.
Project Workspaces
Track milestones, tasks, progress and client-visible updates.
Approval Vault
Timestamped approvals and change requests with client IP records.
File Vault
Protected uploads and downloads with access logs.
Support Tickets
Departments, priorities, saved replies, attachments and SMTP alerts.
Invoices & Quotes
Line items, print views, status tracking and payment instructions.
Health Score
See which clients are healthy, blocked or need attention.
White-Label
Change name, accent colour, support email and footer branding.