Eggy
Agency client portal software

ClientPortal Pro Elite

A premium client portal for agencies, freelancers and studios that need organised client delivery, projects, tickets, files, invoices and approvals.

Projects Tasks Tickets Invoices File Vault Approvals
CP

Client delivery workspace

Projects, tasks, tickets, invoices, files and approvals in one portal.

  • Project board for active client work
  • Ticket workflow for support requests
  • Approval vault for signed-off deliverables
  • Invoice, quote and retainer records

Project Board

Website build · Brand refresh · Monthly retainer

Approval Vault

Homepage approved · Logo pending · Contract signed

Client Delivery

Files, quotes, retainers and support workflows stay organised inside one professional customer area.

Included with this product

Manuals, SOPs and troubleshooting are included

Product manual, installation guide, staff SOPs, troubleshooting articles, error-code help and update notes are included through the Eggy Wiki.

  • Client account manual
  • Project/task/ticket SOPs
  • Invoice, quote and file vault guides
  • Approval workflow guide
  • Troubleshooting articles
Open Product Wiki
Agency client portal software

Client delivery, files, approvals and support in one portal

Premium client portal software for agencies, freelancers and studios managing projects, tasks, tickets, invoices, files, approvals and retainers.

  • Client account manual
  • Project/task/ticket SOPs
  • Invoice, quote and file vault guides
  • Approval workflow guide
  • Troubleshooting articles

Built for ownership

Eggy products are self-hosted PHP/MySQL software packages designed for businesses that want control, secure delivery, documentation and professional customer workflows.

  • Self-hosted PHP/MySQL direction
  • Secure customer downloads
  • Customer account delivery flow
  • Wiki and support resources
Buyer guide

Agency client portal software for organised client delivery

ClientPortal Pro Elite is built for agencies, freelancers, consultants and studios that need a professional client-facing portal for projects, tasks, tickets, invoices, quotes, files, approvals and ongoing delivery.

Who this product is for

  • Agencies managing client projects
  • Freelancers delivering client work
  • Studios handling approvals and files
  • Consultants needing a professional client area

What problem it solves

Client work often spreads across email threads, file links, invoice tools, project boards and support messages. ClientPortal Pro Elite gives the business a structured client portal instead of scattered delivery points.

Why it is different

Unlike ordinary project boards, ClientPortal Pro Elite is positioned around customer-facing delivery: projects, support, files, invoices, quotes, approvals, retainers and client communication in one portal.

Core features

  • Client accounts and portal access
  • Projects, tasks and ticket workflows
  • Invoices, quotes and retainer support
  • File vault and approval vault
  • Announcements, knowledge base and saved replies

Business use cases

  • Give clients one professional login area
  • Track project delivery and client tasks
  • Centralise files, approvals and invoices
  • Reduce messy client communication across email

ClientPortal Pro Elite vs normal project management tools

Normal project management tools often focus on internal team tasks. ClientPortal Pro Elite is built around client-facing delivery, secure files, approvals, invoices, quotes and support workflows.

FAQ

ClientPortal Pro Elite FAQs

Is ClientPortal Pro Elite self-hosted?

Yes. ClientPortal Pro Elite is positioned as self-hosted PHP/MySQL client portal software.

Can agencies use it for client delivery?

Yes. It is designed for agencies, freelancers, studios and consultants that need a structured client-facing workflow.

Does it include projects, tasks, tickets and invoices?

Yes. The product positioning includes projects, tasks, tickets, invoices, quotes, files, approvals and client delivery tools.

Can clients access files and approvals?

Yes. The portal is built around client access, file delivery, approval records and organised customer workflows.

Does it include installation documentation?

Yes. The product links to the Eggy Wiki for installation, setup, staff SOPs and troubleshooting support.