ClientPortalOS

ClientPortalOS is a white-label client portal platform designed for design services and creative agencies that offer productized services. It provides agencies with a customizable dashboard where clients can manage design task requests, subscriptions, and communication in a centralized environment. The platform addresses the need for streamlined client management, allowing agencies to deliver a branded experience without compromising on essential features.

Core capabilities include client task management, feedback and communication tools, brand folders, and email notifications to keep clients informed. Agencies can invite unlimited team members and staff, manage customer information, and utilize advanced client brief and request intake forms. The portal supports both in-app and email notifications, review management, and staff management, enhancing internal collaboration and client engagement.

Administrators have the ability to customize the portal to match their branding and use a custom domain. Billing features are integrated, with support for Stripe for handling subscriptions, discount and coupon code integration, the creation of custom pricing plans, and options for billing on a credit or weekly basis. Tracking scripts can be added to thank you pages, and the platform offers a free trial as part of its billing options.

ClientPortalOS integrates with a range of external services, including Google Drive, Calendly, Google Ads tracking, and various live chat solutions such as Tawkto, Crisp, Intercom, Tidio, Hubspot Live, Zendesk LiveChat, Olark, FreshChat, Drift, and LiveAgent. This allows agencies to connect their preferred tools for communication and workflow. The portal is presented as a simple, clutter-free solution for running productized design services, emphasizing ease of use and essential functionality for both agencies and their clients.