A client portal your clients
will love logging into
Give every client one branded place for their orders, invoices, files, and support tickets. Your logo, your colors, your domain.
Design every client
portal sidebar
Add custom links, pages, and resources to the portal sidebar so every client lands in a space that feels like your agency.
Custom sidebar links
Add forms, pages, and resources to the sidebar and arrange them to match how you onboard your clients.
Complete white-label branding
Your domain, your logo, your login page. Clients see your agency on every screen and never a third-party tool.
Mobile-optimized access
Clients open the portal from any phone or laptop and finish onboarding without downloading anything.
Customers love the client portal software for managing their service account.
Clients stay in the loopwhile you focus on the work
Welcome messages, invoices, new orders, renewals, and ticket replies go out automatically by email. Clients always know what's happening, and you stop writing "just checking in" updates.
Bring the whole clientteam on board
Most clients work with more than one person. Let them add their own colleagues right from the portal, so everyone who needs access gets it without you creating accounts one by one.
Stand out from
every other agency
While other agencies rely on email chains and PDF reports, DSP CRM users close more deals with clean, professional client portals.
Build dashboards in minutes, not months.
Add new pages to your portal for offers, information, or videos.
White-label everything.
Your domain, your branding, your login page. Clients think you built it from scratch.
One portal. Every client need.
Orders, invoices, subscriptions, and support tickets stay organized in one place, so clients always know where to go.
Thousands of productized agencies,
$500M+ of services sold & delivered
Stable and secure platform, trusted by agency teams of 2 to 200.
DSPCRM’s Client Portal has made it much easier to keep our clients updated and organized. Having project information, files, and communication available in one place gives our clients a much better experience and saves our team from constant back-and-forth.
Michael Anderson
USA
The Client Portal gives us a professional and simple way to work with our clients. Instead of relying on scattered emails and messages, we can keep important updates and information together in one branded space. It has made our client workflow much easier to manage
Sophia Williams
USA
Frequently asked questions
What is a client portal?
A client portal is a private, secure area where your clients log in to see their orders, invoices, files, and support tickets in one place, instead of searching through email threads.
Can I use my own domain and branding?
Yes. The portal is fully white-labeled, so you can use your own domain, logo, and login page. Clients see your agency brand, not ours.
What can clients do inside the portal?
Clients can view their orders, pay and download invoices, manage subscriptions, access shared files, and open or reply to support tickets, all from one place.
Can I customize the portal sidebar?
Yes. You can add custom links to forms, pages, and resources, so each client sees the navigation that fits how you work.
Do my clients need to download an app?
No. The portal works in any browser on phone, tablet, or laptop, with nothing to install.
Ready to give it a try?
You're in good company. We've helped agencies like yours sell $500M+ in services
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