Client Portals for Marketing Agencies

📈 Supercharge Your Marketing Agency with Advanced Client Portal

Marketing agencies need to juggle multiple clients, campaigns, creative assets, and deliverables while maintaining exceptional client communication. Our client portal provides everything you need to manage campaigns, collaborate on creative projects, and impress clients—all in one powerful, unified platform that elevates your agency's professional image.

🔒 Enterprise-Grade Secure Chat

• Client-Specific Channels: Dedicated, secure chat rooms for each client—keep conversations organized and confidential
• Campaign Discussion Threads: Create separate threads for different campaigns, ensuring focused discussions and easy reference
• Team Collaboration Spaces: Private channels for internal team discussions about strategy, creative direction, and client management
• Quick Approvals: Share creative concepts, ad copy, and designs directly in chat for fast client feedback and approvals
• File Sharing: Drop images, videos, PDFs, and marketing assets directly into conversations with automatic organization
• @Mentions & Notifications: Tag team members or clients for urgent matters, ensuring nothing slips through the cracks
• Search & History: Find past conversations, creative feedback, and client decisions instantly with powerful search

📋 Project Management with User-Level Access Control

• Client Isolation: Each client sees only their campaigns, assets, and data—perfect for managing multiple clients securely
• Campaign Workflows: Manage campaigns from brief to execution—planning, creative development, approval, launch, and reporting phases
• Task Assignment: Assign copywriting, design, social media, and analytics tasks to team members with clear deadlines and accountability
• Creative Approval Process: Streamlined workflows for presenting creative concepts, gathering feedback, making revisions, and obtaining final approval
• Multi-Campaign Dashboard: Manage dozens of active campaigns across different clients from a single, organized dashboard
• Team Workload Management: See who's working on what, balance workloads, and allocate resources efficiently across campaigns
• Role-Based Permissions: Control access levels—account managers see everything, designers see creative assets, clients see their projects only

📰 News Feed & Campaign Updates

• Campaign Activity Stream: Automatic updates when ads go live, social posts are published, or performance milestones are reached
• Performance Highlights: Share wins and positive results in the feed—"Your Instagram campaign reached 1M impressions!"—keeping clients excited and engaged
• Creative Showcases: Post new creative work, campaign launches, and content in a beautiful, portfolio-style feed
• Industry News Sharing: Share relevant marketing trends, industry insights, and thought leadership content with clients
• Client Engagement: Clients can like, comment, and react to updates, creating ongoing dialogue and relationship building
• Branded Content: Customize the feed appearance with your agency's branding for a consistent, professional experience

📅 Integrated Calendar System

• Content Calendar: Visual calendar showing all scheduled social media posts, blog publications, email sends, and campaign launches
• Campaign Timeline: Track campaign start/end dates, key milestones, and deliverable deadlines across all clients
• Meeting Scheduling: Coordinate strategy sessions, creative reviews, and performance update calls with clients
• Multi-Channel View: See Facebook, Instagram, LinkedIn, email, blog, and other channel activities in one unified calendar
• Deadline Management: Never miss a campaign launch, content deadline, or client deliverable with visual reminders
• Team Coordination: Share calendars with team members to coordinate content creation, design work, and campaign execution
• Client Visibility: Give clients view access to see what's scheduled and when their content goes live

✅ Advanced Task Lists & Campaign Checklists

• Campaign Launch Checklists: Pre-built task templates for launching different campaign types—social media campaigns, PPC campaigns, email sequences, content marketing
• Creative Production Tasks: Track copywriting, graphic design, video production, and other creative deliverables from concept to completion
• Client Deliverables: Manage monthly reports, strategy documents, creative presentations, and other client-facing deliverables
• Approval Tracking: Checkbox lists for creative approvals, ensuring every ad, post, and piece of content gets proper client sign-off
• Recurring Tasks: Set up recurring tasks for monthly reports, weekly social media scheduling, daily monitoring, and routine agency work
• Priority Management: Mark urgent tasks, high-priority campaigns, and critical deadlines for team visibility
• Dependencies: Link related tasks—"Design can't start until strategy is approved"—ensuring proper workflow sequencing

🔗 Secure URL Sharing

• Campaign Previews: Generate secure links to share campaign strategies, creative concepts, or performance dashboards with clients or prospects
• Creative Portfolio Sharing: Share portfolio links showcasing your best work with potential clients, with password protection and branding
• Stakeholder Access: Provide temporary access to external stakeholders—client's executives, partners, or vendors—without giving full portal access
• Performance Reports: Create shareable links to live performance dashboards that automatically update with latest campaign data
• Expiring Links: Set time limits on shared content for proposals, presentations, or time-sensitive campaigns
• Download Controls: Choose whether recipients can download assets or only view them online to protect creative IP
• View Analytics: Track who viewed your shared content, when, and for how long—perfect for proposal follow-ups

🎨 Infinite Canvas for Collaborative Work

• Real-Time Collaboration: Work simultaneously with team members and clients on strategy boards, content calendars, and creative concepts
• Visual Campaign Planning: Map out multi-channel campaigns visually—plot social media, email, content, PR, and paid advertising in one cohesive view
• Mood Boards & Brand Development: Create collaborative brand mood boards with images, colors, typography, and inspiration for brand identity projects
• Customer Journey Mapping: Design visual customer journeys showing touchpoints, messaging, and marketing activities across the funnel
• Content Strategy Boards: Organize content themes, topics, keywords, and content pieces in a visual hierarchy clients can easily understand
• Competitive Analysis: Create visual competitive analysis boards comparing your client's marketing against competitors
• Annotation & Feedback: Clients and team members can add notes, drawings, and comments directly on the canvas for instant feedback
• Presentation Mode: Present directly from the infinite canvas during client meetings—zoom in/out smoothly for dynamic presentations that impress
• Template Library: Save successful strategy frameworks, campaign templates, and planning boards to reuse across different clients

🎯 Key Benefits for Marketing Agencies

✨ Why Top Marketing Agencies Choose Our Platform

• Built for Marketing: Every feature designed specifically for marketing agency workflows, campaign management, and creative collaboration
• Infinite Canvas Revolution: Game-changing visual workspace that transforms strategy presentations, campaign planning, and client collaboration
• All-in-One Platform: Replace multiple subscriptions with one comprehensive solution—save money and reduce tool complexity
• White-Label Branding: Fully customizable with your agency's logo, colors, domain, and branding—make it truly yours
• Quick Setup: Launch your first client portal in hours, not weeks—simple onboarding with templates and best practices
• Mobile-Friendly: Fully responsive—manage campaigns, respond to clients, and update tasks from anywhere on any device
• Exceptional Support: Dedicated support team that understands marketing agencies and responds quickly when you need help
• Transparent Pricing: Simple, predictable pricing based on team size—no hidden fees, no per-client charges, unlimited projects