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Client portal

Give clients a window, not an inbox.

Every agency gets its own portal at its own address, in its own colours. Clients sign in to see the projects you share, what you need from them, their files and invoices, and to talk to your team.

Start free trial £97 a month, everything included

What’s included

  • Logins for the contacts you choose, each set up from an emailed link
  • One login for someone who works with you at two companies
  • Only the projects you choose to share
  • Project updates from the notes you share
  • Internal notes, budgets and tasks never reach the portal
  • Turn the whole portal, or any section, on or off

How it works

Client portal in Agencify

  • Branded as your agency

    Your logo and colour on a portal at its own address. Customise the sign-in page, the welcome message and which sections clients see.

  • Progress clients can follow

    Shared projects show progress, status, due dates and upcoming milestones, so clients stop asking how things are going.

  • What you need from them

    Requirements you mark as “from the client” appear in the portal, so content, logins and photos arrive without the chasing.

  • Files in one place

    Every file you share, on every project, in one list for clients to download.

  • Invoices they can pay

    Clients see the invoices you’ve sent and open each one to download it or pay by card.

  • Messages to your team

    Clients message you from the portal and see replies like a live chat. Your team gets an email when there’s something new.

Questions

Client portal, answered

On the way

What we’re building next for client portal, included in your plan when it ships.

  • Approvals and sign-off on deliverables
  • Your own domain, like portal.youragency.com
Do clients need to pay for the portal?

No. It’s part of your agency’s plan, and you can give logins to as many client contacts as you like.

How do clients get access?

Turn on portal access for a client, then give each contact a login. They’re emailed a link in your agency’s name to choose a password.

One workspace

Works with everything else in Agencify

Run your agency on Agencify CRM.

14 days free, then £97 a month for your whole agency. Cancel any time.

Start free trial See pricing