Client Portal for
Files and Reports

Client Portal for Files and Reports
Embed external reports

Use Klipfolio, Looker Studio, and other tools for your reporting.

Upload & share unlimited files

Attach files to your projects so your data is in one place.

Customize client portal pages

Customize portal pages with your branding, menus and custom pages. Template editor coming soon

Bill & Manage Social
Media Clients

Bill & Manage Social Media Clients

Client Collaboration & Team Access

Let clients invite their team members, collaborate on projects, and stay up to date with the latest progress and updates.

Client Collaboration & Team Access

Client Portal for Files and Reports

Provide clients with a central place to access files, review reports, and download all their project deliverables whenever they need them.

Client Portal for Files and Reports

Run Your Social Media
Agency From One Place

Run Your Social Media Agency From One Place
Emily Leo
“

It’s rare to find software that’s both powerful and genuinely pleasant to use, but DSP nails it.

Emily Leo

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Frequently asked questions

How can DSPCRM help social media marketing agencies manage clients?

DSPCRM helps social media marketing agencies organize client information, manage projects, share deliverables, and coordinate team activities from one central platform. This reduces manual work and makes it easier to keep clients informed throughout the campaign.

Can I onboard new social media clients using forms?

Yes, DSPCRM allows agencies to use forms to collect client details, brand guidelines, social media account information, campaign goals, and content requirements. This helps streamline onboarding and ensures your team has the information needed to get started.

Can clients access their social media reports and deliverables?

Yes, through the client portal, you can provide clients with access to project updates, files, reports, and completed deliverables. This gives clients a central place to review campaign progress without relying on scattered emails and messages.

How can I manage social media content creation projects?

DSPCRM helps you organize content creation workflows, assign tasks to team members, set deadlines, and track project progress. Your team can stay aligned on upcoming posts, design requirements, approvals, and delivery schedules.

Ready to give it a try?

You're in good company. Agencies like yours sell, deliver and bill their services with DSPCRM.

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