Portal Template
Agency Client Portal
Central hub for briefs, approvals, deliverables, and invoices that keeps agency and client in sync.
Screenshots
[Placeholder for Agency Portal Dashboard]
[Placeholder for Approval Workflow]
[Placeholder for Deliverables & Files]
Key Features
- Project hub with brief and scope
- Approval workflows for designs and copy
- Asset delivery with version history
- Client messaging and activity timeline
- Executive dashboard for stakeholders
Use Cases & Target Audience
Perfect For
- Marketing and creative agencies
- Web design and development shops
- Media production studios
Ideal Users
- Account Managers
- Project Managers
- Agency Owners
Customization & Integrations
Customization Options
- Branding, domain, and navigation
- Custom approval steps and roles
- Templates for briefs and SOWs
Integration Possibilities
SmartSuiteAirtableNotionSlackGoogle DriveStripe
Customer Testimonial
"Clients finally see everything in one place. Approvals are 2x faster."- Alex Rivera, BrightWave Agency