The Best Client Portal Software for Agencies

It’s a dedicated online place where your agency and clients work together. Instead of getting lost in email threads, clients get secure access to their projects, files, and invoices. It’s essentially a central hub for the managing of all your external collaboration.

Inboxes overflow with ad spam and unwanted requests, taking away both teams’ and clients’ valuable time. A portal frees you by keeping every conversation and file in one secure place. No unnecessary calls either, clients can simply check progress status without ever troubling you.

A modern client project portal for agencies should offer more than just file sharing. Look for essential features like real-time task tracking, instant chat, and online billing. Get the tools to manage the entire client relationship from deal to project without constantly switching apps.

Flowlu works as the best client portal for agencies by connecting your internal work with the client's view. It links your CRM, project management, and finances so that when you update a task internally, the client sees it instantly. Transparency reduces friction and leads to better, more profitable results.

It stops you from feeling like you're drowning in one-sentence emails and calls. Clients can simply jump in to leave comments and track progress themselves. You save time because you don’t have to answer the same questions asking for support all the time. You get one shared space to get the actual work done.

Yes. You can set Flowlu up as a white-label client project portal for agencies without needing any technical skills as settings are clear. Just add your logo and colors so when clients access the portal, they see your brand, not ours. The client portal experience becomes custom, totally unique to your agency.

You have full control. Toggle specific features on or off depending on the client. Maybe you want them to approve estimates but not see exact project tasks. You can do that. Give them the exact level of visibility they need to want to work with you without showing them your exact management approaches.

We lock everything down with enterprise-grade encryption because agency client portal software has to be secure at all times. You decide who has access to which projects, so no one sees what they should not. Plus, our tech support monitors the infrastructure 24/7 to make sure your business data is protected from external threats.

You can set it up in less than a day. Grab a free trial, customize branding, and invite a client to test it out. It’s not complicated.