All use cases
Agencies

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.

T

Tom Anderson

Creative Agency Owner

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