Client Portal
Your clients see everything
Give each client one place to see progress, files, invoices, and messages. No more "where are we on that?" emails.
Agencly
Client Portal · Northwind Co
Welcome back, Sarah 👋
The portal experience
One branded home for every client
Northwind Co
ActiveBranded portal
Each client gets their own portal. They see only their projects, files, and invoices.
- Custom branding
- Role-based access
- Mobile friendly
- Real-time updates
Northwind Co
ActiveProject visibility
Clients see progress, milestones, and deliverables. Status calls become unnecessary.
- Progress tracking
- Milestones
- File sharing
- Approvals
Billing & communication
Invoices and messages where clients live
Invoices & payments
Clients view invoices, download PDFs, and pay online in one place.
- Invoice history
- Online payments
- Reminders
- Receipts
Communication
Message clients directly in the portal. Every thread stays with its project.
- Direct messaging
- Attachments
- Email notifications
- History
Consolidate your stack.
Client Portal replaces standalone tools. Here is what your agency can drop.
HoneyBook Portal
Client management
Replaced by Agencly Client Portal
Dubsado Portals
Client management
Replaced by Agencly Client Portal
Custom dashboards
Development
Replaced by Agencly Client Portal
Part of the whole.
Because Client Portal lives in the same workspace as everything else, the data connects itself. No context-switching.
Projects
Clients see project progress in real-time
Invoices
Clients pay invoices in the portal
Messages
Communication stays in one place
Ready to run client portal in Agencly?
Start a free workspace and see how Client Portal fits your agency. No credit card, no commitment.