Client Portals for Agencies
Scale client management. Maintain brand consistency. Delight every client.
Managing multiple clients shouldn't mean chaos. Give each client their own branded portal while maintaining your agency's identity. Centralize files, invoices, and communication across all accounts.
✕The problems you face
Client management doesn't scale
Every new client means more folders, more email threads, more complexity. It's hard to keep track.
Inconsistent client experience
Some clients get better service than others. Your process varies depending on who's managing the account.
Brand is diluted
Using generic tools means your agency brand disappears. Clients see Dropbox and Google, not you.
Collaboration is fragmented
Team members use different tools. Files are everywhere. Nobody knows the single source of truth.
How ClientBox helps
Scalable client portals
Every client gets their own portal. Same professional experience, whether you have 5 clients or 50.
Standardized workflows
Every portal works the same way. Consistent client experience regardless of account manager.
White-label everything
Your agency's branding on every portal. Clients experience your brand at every touchpoint.
Centralized collaboration
One platform for all clients. Team members access what they need. Clear ownership and history.
Features that matter to you
Multi-Client Management
Manage all clients from one dashboard. Switch contexts instantly.
White-Label Branding
Your logo, colors, and domain. Clients see only your brand.
Organized Workspaces
Each client gets organized folders. Templates speed up onboarding.
Agency Invoicing
Invoice all clients from one place. Track revenue across accounts.
Team Time Tracking
Track hours across team members. Bill accurately for every project.
Role-Based Access
Control who sees what. Clients, team members, and admins all get appropriate access.
“We switched our whole agency to ClientBox. Managing 20+ clients used to be chaos. Now each client has their own portal and everything just works.”
Tom Anderson
Creative Agency Owner
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