Secure Client Portal Software For Agencies

Use Flowlu as a secure client portal software for agencies. Invite your clients to a branded portal and give them real-time access to critical information about their projects, including performance and status, completed milestones and tasks, invoices and estimates, due payments and spent expenses, files and notes.

Secure Client Portal Software For Agencies


Customizable Client Portal

Add your customers or partners to the client portal through email or a link and decide what they should access there. Ensure a secure virtual portal for all client data and present only what your clients expect with flexible access rights. Only the data and fields you provide to your clients will be viewable.

Customizable Client Portal

External View For Tasks

Let your clients see what your team is focused on right now. Allow your customers to initiate new assignments for your team. Or, use a client portal software to allocate tasks to freelancers, partners, or other professionals.

External View For Tasks

Show How Their Projects Progressing

Give your customers and partners a complete picture of their projects, including tasks in process, achieved milestones and stages, notes and requests, files and documents, revenues and costs. Allow your customers to help build the perfect solution for their specific needs.

Show How Their Projects Progressing

Invoicing and Estimating Made Simple

Gather all of your clients invoices and estimates in one location to make it convenient for the customers to monitor their billing. Simplify checkout for your customers, allowing them to pay their invoices through a unified client portal. Save your customers time and improve their experience with your company!

Invoicing and Estimating Made Simple

Client’s Payments and Expenses

Use the client portal as a central location to exchange project payment and cost information with your customers. Improve visibility into your operations and provide them with easy access to the financial data they seek.

Client’s Payments and Expenses

External Knowledge Base

Using a well-structured knowledge base embedded directly into your client portal enables your customers and stakeholders with all the data they will ever need. Add rich text, videos and illustrations, attach documents and tables, create easy-to-comprehend instructions, and share that content with them. They won’t need to reach out to your agents directly any more!

External Knowledge Base

Collaborate With External Users

Customer communication, such as project and task progress, online messaging, and invoicing, may all be consolidated in one spot. Interact with consumers through comments or use the incorporated chat to provide real-time project updates or let them submit requests. Involve them in your projects!

Collaborate With External Users

Branded Client Portal Software

To give your client portal a more professional look, use a custom domain and configure the login page with your brand colors, logo, and banners. To provide your clients the greatest experience, add a tailored welcome checklist which will show them how to use a dedicated portal.

Branded Client Portal Software

Flowlu’s secure client portal for agencies is a highly customizable and secure solution to organize a collaborative space for your customers. Share project’s progress and status, important documents and paid invoices, useful guidelines and personalized onboarding. Join Flowlu for free today and streamline communication between an agency and its clients.

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Flowlu - Secure Client Portal Software For Agencies