Client Portal for Agencies

Scale Your Agency
with a Professional Client Portal

Manage 10, 20, or 50 clients from one dashboard. Every client gets their own fully branded private workspace — files, projects, invoices, and communication, all separated and organized.

Home > Client Portal for Agencies
Agency Pain Points

Managing multiple clients without a system creates costly chaos.

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Client communication silos

Client A's files mixed with Client B's invoices. Shared inboxes create confusion and accidental cross-sharing.

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Project visibility gaps

Clients calling for status updates because there's no live dashboard showing their project's progress.

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Invoice chaos

Manually tracking which invoice belongs to which client, retainer, or project milestone in a spreadsheet.

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Weak brand positioning

Sharing files via Google Drive with your business name in the folder title instead of a branded agency system.

Agency Features

One platform to run your entire agency client operation.

Unlimited Client Portals

Create a separate, branded workspace for every client. No mixing, no cross-contamination of files or messages.

Full White-Label Branding

Upload your agency logo, define your brand palette, and use your own subdomain. Every portal looks like yours.

Multi-Project Management

Run multiple active projects per client. Each with its own milestone board, file hub, and messaging feed.

Centralized Invoice Tracking

See all invoices across all clients — paid, pending, overdue — from one master dashboard view.

Client-Side Transparency

Clients log into their private portal and see exactly what's been delivered without a status call.

E-Signatures & Contracts

Get retainer agreements and scope documents signed digitally inside the portal without extra tools.

How It Works

Onboard new clients in under 5 minutes.

01

Set up your agency workspace

Brand your agency portal with your logo, colors, and subdomain. One-time setup, every client benefits.

02

Create a client profile

Add client details, internal notes, and create projects with clear deliverable milestones.

03

Send their portal link

Clients receive a branded magic link. One click and they're in their private workspace.

04

Manage, deliver & invoice

Manage all projects from your dashboard. Clients see their view. Invoices flow automatically from milestones.

What agencies say

Built for teams that work with clients every day.

"My clients keep asking how I manage everything so smoothly. I just smile and say 'good tools'."

JM
James M.Agency founder

"We onboard new clients in 10 minutes now. The portal looks completely like ours — clients don't even know we're using Prolanse."

LS
Lisa S.Creative agency director

"Tracking invoices across 15 clients was a nightmare. Now I see everything in one place and get paid on time."

MR
Mike R.Digital marketing agency
FAQ

Frequently Asked Questions

What is a client portal for agencies?

A white-label workspace platform where agencies manage multiple clients in separate, branded portals — keeping each client's files, projects, invoices, and communication organized and professional.

Can we manage multiple clients in one account?

Yes. Unlimited client portals on the Pro plan. Each client has a separate private workspace — all managed from your single agency dashboard.

Does Prolanse support agency white-labeling?

Yes. Upload your agency logo, set brand colors, and use your subdomain. Clients see your brand, not Prolanse.

How does Prolanse help agencies scale?

By centralizing client communications, files, tracking, and billing in one system — eliminating the overhead of managing clients across multiple disjointed tools.

Related Solutions

Everything your agency needs.

White Label PortalFor FreelancersClient ManagementInvoicing SoftwareFreelancer CRMFor Consultants

Run your agency like it looks on the outside.

Every client deserves a premium portal. Every agency deserves a system that scales.

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