Client Tasks Management Features
Invite Unlimited Team Members
Feedback / Communication Features
Brand Folders
Email Notifications
Reviews
Customize Portal to Match your Branding
Advanced Client Brief / Request Intake forms
Custom Domain
for
your portal
In App & Email
Notifications
Review Management
Staff Management
Customer Management
Stripe Integrations for Subscription
Discount & Coupon Code Integration
Free Trial Billing within Subscriptions
Credit / Weekly Basis
Pricing Option
Google Drive
Calendly
Google Ads Tracking
Tawkto
Crisp
Intercom
Tidio
Hubspot Live
Zendesk
LiveChat
Olark
FreshChat
Drift
LiveAgent
Other Live Chat Apps
Google Ads & other Tracking Scripts
Easily add custom tracking scripts, like Google Ads, Meta Pixel, & others, for referral and conversion tracking.
Manage E-mail Notifications
Tailor notifications to suit your workflow
Manage Clients & Subscriptions
Simple & Efficient organization of Client Management
Create Price Plans & Services
Design and manage custom plans & services tailored to your clients
Personalized
Branding Portal
Make your dashboard truly yours by White Labeling
Unlimited Clients
Onboard as many clients as you want with no limitations
Feature Request
Need a very specific feature? Just ask &we’ll build it for you.
No Transaction fees
We do not take any fees from what you charge your customers
Unlimited Files
Clients can upload as many files as they want to get designs done
Run your productized service without hassle.
Your Admin dashboard gives you access to list of features required to manage.
Completely rebrand the dashboard so it looks like it is custom built by you.
Let your customers invite unlimited members to their portal to manage & create tasks.
Free
$0
/month
paid monthly
Starter
$99
/month
paid monthly
Grow
$149
/month
paid monthly
Pro
$299
/month
paid monthly
ClientPortalOS is white label client portal software specifically designed for productized design services and creative agencies. It offers a centralized platform for agencies and their clients to manage tasks, teams, communication, subscriptions, and more. The software aims to manage the client experience while providing agencies with the tools they need to manage their business efficiently.
A white label client portal is a customizable platform that you can rebrand as your own. ClientPortalOS allows you to upload your brand assets, customize the design, and present it to your clients as an extension of your agency. This provides a professional and consistent experience for clients while reinforcing your brand identity.
Getting started is simple:
1. Choose a plan: ClientPortalOS offers a free trial and various paid plans to suit different needs.
2. Sign up: Complete the sign-up process on the website.
3. Set up your portal: Connect your Stripe account, create pricing plans, customize client brief forms, add your team members, and upload your brand assets for white labeling.
Yes, absolutely! We prioritize your security by implementing SSL encryption to protect your agency & your customer’s data. We also perform regular backups to ensure the safety and integrity of your information. For payments, we use trusted payment processing platforms like Stripe and LemonSqueezy, so all transactions are securely processed. Importantly, we do not store any sensitive credit or debit card details on our end. All payments are directly handled by our payment processor.
No, we never sell or share any customer data—your privacy is a top priority. We only access your customer information when it’s absolutely necessary to resolve specific issues you might encounter. Rest assured, your data remains highly confidential and is handled with the utmost care.
Yes, we are always open to customizing features based on your needs! Just let us know what you have in mind, and we’ll work on building it for you. You can share your requirements or schedule a call with us by starting a live chat.
Yes, we can assist you in setting up the entire portal to get you up and running smoothly. Simply schedule a setup call here: calendly.com/junaidansari.
Yes, we do! We can arrange a live demo to walk you through how our tool works, giving you a complete overview of its capabilities. To schedule a live demo, just initiate a chat with us.
