ClientPortalOS is a fully white-label client portal platform designed for creative businesses that deliver recurring services. If you manage a design studio, branding service, or a productized creative offering, you know how quickly things get complicated when you’re using multiple tools to manage just one client. It leads to scattered communication, delays, and an inconsistent experience.
This platform helps you bring everything into one place, while keeping your brand front and center. You can use your own domain, apply your logo and color palette, and offer clients a fully branded interface that looks like your own product. From the first login, it reinforces your professionalism and builds client trust.
Clients can submit work requests through customizable intake forms that reflect the specific services you offer. These requests land directly in your dashboard, where you can assign them to your team, track progress, and send updates. Clients can follow the status of their requests, provide feedback, upload files, and approve deliverables without needing to jump between tools. This keeps your workflow streamlined and easy to manage.
Billing is integrated through Stripe, allowing you to set up flexible pricing models, offer free trials or discounts, and collect card payments with ease. Whether you work on monthly deliverables, fixed-scope packages, or subscription plans, the platform supports your model without taking a percentage of your earnings.
Your internal operations also become easier to manage. You can invite unlimited team members, assign roles, and handle both client and staff access in one place. Built-in communication threads, task tracking, and centralized file storage ensure everything stays organized and no detail is lost.
ClientPortalOS integrates with tools you’re already using, including Google Drive, Calendly, and live chat platforms like Tawk.to, Intercom, and Drift. You can also embed tracking scripts to measure ad conversions or analyze client behavior.
For agencies and creative teams looking to improve their workflow and scale operations, ClientPortalOS delivers a focused, efficient platform that supports how you work. With built-in structure, a clean interface, and full brand control, it helps you deliver a premium experience to clients while staying in control of your process.
If managing clients currently feels fragmented or inefficient, this is the time to shift. ClientPortalOS gives you the tools to unify your operations, simplify your day-to-day, and provide a consistent, professional experience that sets your agency apart.-