Running an SEO agency can feel like juggling a dozen tasks at once—managing client expectations, keeping up with algorithm changes, and tracking project progress, all while trying to communicate clearly with your clients. Sound familiar?
It’s easy to get overwhelmed with endless emails, scattered files, and miscommunications. But what if there was a way to streamline all these processes into one organized space?
That’s where client portals come in. These platforms help you centralize communications, manage tasks, and provide clients with real-time updates, making your life easier and your clients happier.
Let’s explore the top client portals that can change your SEO game!
Quick List of Top Client Portals for SEO Agencies
- Agency Handy: Best client portal for SEO and digital agencies to streamline their work — from onboarding clients to invoicing.
- Service Provider Pro: Suited for SEO businesses needing invoicing, billing, and white-label customization.
- Zendo: Perfect for smaller SEO agencies or those prioritizing simplicity and real-time communication.
- SuiteDash: Ideal for established SEO companies needing extensive customization and integration options.
- Softr: No-code custom portal builder for SEO agencies.
Top 5 Client Portals for SEO Agencies [Comparison Table & Overview]
Here’s a quick sneak peek if you’re in a hurry to choose the best client portal for your SEO agency.
| Platform | Unique features | Average Per User Cost (Annual Billing) | Subscription | Storage |
| Agency Handy | Service catalogs Customized workspace | $10 | Available | 20 TB (pro plan) |
| Service provider pro | Automated messaging Drag and drop form builder | $25 | Available | 1 TB (all plan) |
| Zendo | Custom Statuses & Workflows Sidebar Customization | $12 ($9.5/user for each additional user | Available | Not mentioned |
| SuiteDash | Task templates E-signature | *$19-$99/Month for Unlimited Users | Available | 2 TB |
| Softr | No-code mobile app building Pre-built templates | $3 | Not Available | Not mentioned |
If you’re still in AWE to choose one and get a better understanding of each tool and how they can help, you’ve made the right decision. Let’s go into a detailed journey and find you the best fit for SEO operations.
1. Agency Handy
Agency Handy is a great choice for SEO and digital agencies to manage their operations effectively.
The customizable service catalog allows you to present your SEO services, complete with pricing and details, making it easy for clients to understand what you offer. Moreover, the catalog can be shared on your website or social media, which will help you attract clients.
The platform’s task management tools like Kanban boards enable you to break down client orders into smaller tasks, assign them to your team, and monitor progress. This ensures efficient project handling and timely completion.
Additionally, Agency Handy allows you to send custom proposals, catering to unique client needs. This one feature is specifically beneficial for an SEO agency.
For example, you currently offer 10–20 pieces of content per month. However, a client needs 15 pieces a month. So, through the proposal feature, your client can easily request his customized requirements.
Another feature that you’ll need for your SEO agency is secure file management to store and share essential documents like SEO reports and audits with ease.
The platform also includes integrated client communication and issue-tracking tools. These features allow you to maintain clear and consistent communication with clients, addressing their concerns promptly. It’s important for managing client relationships and ensuring satisfaction.
Overall, Agency Handy equips your SEO agency with the tools necessary to deliver top-notch services, manage projects efficiently, and maintain strong client relationships.
Whether you’re working with local businesses or large enterprises, this platform provides the flexibility and functionality to meet your SEO specific needs.
Features of Agency Handy
Let’s look into the features of Agency Handy:
Service Catalog
The service catalog feature allows SEO agencies to create a comprehensive list of their services. You can detail each offering, such as keyword research, on-page optimizations, link building, or content creation. This catalog can be shared publicly or embedded on your website, making it easier to reach potential clients.
Customized Intake Forms
Create customized forms to gather specific client information at the start of an SEO project. You can include fields for the current website metrics, target keywords, and business goals. This ensures you have all the necessary data to develop effective SEO strategies for each client.
Client Management
Centralize all client information in one place. Store contact details, project history, and communication logs. This feature helps SEO agencies maintain organized records for each client, track ongoing SEO campaigns, and easily access historical data for reporting and strategy refinement.
Task Management
Break down complex SEO projects into smaller, manageable tasks. Assign these tasks to team members, set deadlines, and monitor progress. This is particularly useful for managing diverse SEO activities such as content creation, technical audits, and backlink outreach simultaneously across multiple client projects.
Kanban Boards
Visualize your SEO workflow using Kanban boards. Track the status of various tasks like “To Do,” “In Progress,” and “Completed.” This gives you a clear overview of all ongoing SEO activities, helping you identify bottlenecks and ensure timely completion of critical tasks.
Invoicing And Billing
Streamline the financial aspects of your SEO agency. Create and send invoices directly through the platform. You can link services to upfront payments or set up split payments for longer-term SEO contracts. This feature helps you maintain a clear record of revenue from each SEO project.
Custom Proposals
Craft personalized proposals for clients with specific SEO requirements. This flexibility allows you to address unique client needs that may not fit into standard SEO packages. You can send these proposals directly through the platform.
File Organization
Manage the numerous files associated with SEO projects efficiently. Organize reports, strategy documents, content drafts, and client assets in a structured manner. Easily attach relevant files to specific orders, tasks, or tickets, ensuring that all team members have access to the necessary resources for each SEO project.
Central Dashboard
Get a comprehensive overview of your SEO agency’s performance. Monitor key metrics such as client feedback, recent orders, active tickets, and revenue generated. This bird’s-eye view helps you quickly identify areas that need attention and make data-driven decisions to improve your agency’s efficiency and profitability.
Pros of Agency Handy
- Centralizes client communications, including messages, files, and approvals.
- Shareable service catalog for brand promotion.
- Organizes files by client and project for easy access.
- Offers role-based access to maintain security and transparency
- Supports multiple languages to engage a global audience.
- Provides support through email, live chat, and a Facebook community.
- Custom branding for a professional look.
Best Use Cases Of Agency Handy
Agency Handy’s versatile features can be used by various types of SEO agencies. Here are five use cases:
Local SEO Agencies
Agency Handy helps you manage local listings and refine local SEO strategies, improving visibility in local searches. It’s ideal for agencies targeting specific geographic areas, allowing you to communicate effectively with clients about their local SEO performance.
E-commerce SEO Agencies
This platform is perfect for managing the complexities of e-commerce SEO. It allows you to track product optimization, monitor organic traffic, and handle large volumes of keywords and product pages. This ensures that your clients’ online stores are well-optimized and competitive.
Enterprise SEO Agencies
For agencies dealing with large-scale projects, Agency Handy offers tools for complex project management and multi-layered reporting. It’s especially useful for coordinating with multiple stakeholders and keeping everyone informed with detailed reports on SEO performance.
Content-Focused SEO Agencies
If your agency focuses on content marketing, Agency Handy helps manage content creation and approval processes. You can easily track content performance metrics, ensuring that your clients’ content strategies are effective and aligned with their goals.
Technical SEO Agencies
For those specializing in technical SEO, Agency Handy assists in conducting site audits, tracking website performance issues, and implementing technical fixes. The platform provides comprehensive reporting, keeping clients informed about the technical health of their websites.
Agency Handy Pricing
With Agency Handy you get 3 types of planning. So choose what suits your business better:
| Pricing Tiers | Monthly Billing | Yearly Billing | Users | Features |
| Solopreneur | $69/month | $49/month | 3 | Unlimited ClientsUnlimited OrdersCustom brandingTask ManagementInvoicingNotesInternal team Conversation Client Approval |
| Teams | $149/month | $99/month | 10 | |
| Pro | $199/month | $149/month | 30 |
What Do People Say About Agency Handy?
Rating on G2: 5 out of 5
“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.
Rating on Product Hunt: 5 out of 5
“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.
Features and Functionality:
Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.
Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.
Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.
Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil
Why Should You Use Agency Handy for Your SEO Agency?
Navigating client portals can be challenging for SEO agencies, often due to disorganized communication and task management. Here’s how Agency Handy saves your day:
| Common problems of SEO agencies | How Agency Handy tackles them |
| Struggle with keeping all client communications in one place | Centralizes messages, files, and approvals, making it easy to manage conversations and documents |
| No clear task assignments and tracking to manage projects | Offers task management tools like Kanban boards, ensuring all team members know their responsibilities and deadlines |
| Difficulty in file management | Organizes files by client and project, making it easy to access and share necessary documents |
| Lack the flexibility to cater to unique client needs | Allows for custom proposals and service catalogs, providing tailored solutions for different clients |
2. Service Provider Pro
SPP is a customizable client portal designed for growing digital and SEO agencies. It brings together project management, client communication, and billing in one user-friendly platform.
SPP’s core mission is to help agencies scale efficiently while improving client satisfaction. This is reflected in its feature set, which includes custom order forms, integrated billing, and a centralized client portal.
From tailored intake forms for SEO services to real-time project updates, SPP provides everything needed to create a smooth, professional client experience. The software also offers a team inbox for centralized communication and built-in analytics for tracking agency performance.
SPP integrates seamlessly with popular SEO tools and platforms, allowing agencies to connect their existing workflows. For instance, you can easily link Google Analytics for reporting, Stripe for payments, and various SEO tracking services for automated updates.
When we used SPP for our SEO agency, the customization and white-labeling stood out the most. It’s allowed us to create branded, automated SEO reports, saving hours of manual work each month while impressing our clients.
While SPP stands out because of its subscription management and real-time updates, you can also try other platforms like Agency Handy for complete workflow management, from client onboarding to invoicing.
Note: Find out how Agency Handy stands out as a better alternative than SPP.
Features of Service Provider Pro
Here are the features of Service Provider Pro:
Custom Order Forms
SPP lets you create a customized order form for your services. You can set up one-page or multi-step checkouts, add service types and quantities, and even include conditional fields.
Integrated Billing And Invoicing
Using SPP’s integrated billing and invoicing, create and send invoices, process payments and manage subscriptions all in one place. You can handle your finances seamlessly and save time in your billing process.
Client Portal
SPP provides a dedicated space for your clients to view their projects, communicate with your team, and manage their accounts. This self-service portal improves client satisfaction by giving them easy access to their project status and information.
Team Inbox
All client communications are centralized in a team inbox. This feature ensures that no message falls through the cracks and allows for better collaboration among team members. It also provides a complete history of client interactions.
Intake Forms
You can create custom intake forms to gather all necessary project details after a client places an order. These forms can be multi-page and include conditional logic, making them adaptable to various service types and client needs.
Analytics And Reporting
SPP offers built-in analytics to track your agency’s performance. You can monitor team productivity, response times, and sales trends. The platform also integrates with Google Analytics for more detailed e-commerce data.
Customization Option
The software allows for extensive customization. You can add custom pages to the client portal, modify the underlying HTML templates, and even integrate third-party tools. This flexibility ensures that SPP can adapt to your agency’s unique needs.
Pros of Service Provider Pro
- Simplifies managing client orders and communications.
- Offers stable and reliable performance.
- Excellent customer support with quick response times.
- Integrates well with other marketing and sales tools.
- User-friendly interface, even for non-technical users.
Cons of Service Provider Pro
- Limited customization options for order forms without coding.
- Some users find the helpdesk component less robust compared to specialized tools like Zendesk.
Service Provider Pro Pricing
Service Provider Pro offers 3 pricing:
| Pricing tiers | Pricing plan | Features | Members |
| Basic | $129/month$99/month (billed annually) | Custom workspaceAffiliate and referral trackingWhite-label email domain | 5 |
| Pro | $299/month$249/month (billed annually) | Everything in basicEditable client-facing pagesCreate reseller program | 10 |
| Plus | $1,500/month | Everything in ProRemoving ‘Powered by’Priority support via SlackCustom integrations | 50 |
Note: Wondering whether it is worth it or not? Learn more about Service Provider Pro’s pricing.
What Do People Say About Service Provider Pro?
Rate on Capterra: 4.9 out of 5
‘Incredible piece of software – saved us so much time and money
Overall: Amazing, support times are ridiculously fast as well.
Pros: We use service provider pro to sell of our products and services online. We were actually in the early stages of getting something built internally, before someone pointed me to SPP. It’s easily the best piece of software I’ve ever used, and helps us do everything – Process orders, handle support, deliver automatic invoices, etc. It also connects to all of our marketing tools and software. So for example if somebody signs up and makes an order, we can tag them in our marketing suite.
Cons: Honestly nothing missing. It sounds cliche, but they’ve thought about everything here.’ Stewart D.
3. Zendo
Zendo is an all-in-one platform to sell productized, subscription, and custom SEO services with ease. You can create customized order forms for each service, making it simple to gather the specific data you need for SEO projects.
The one feature you’ll love as an SEO agency is Zendo’s real-time chat feature. The feature replaces the need for endless email chains and so you can communicate with your clients seamlessly.
The platform also supports automated quotes, invoices, and payment requests, freeing up your time to focus on optimizing client websites.
While using Zendo, we loved their white-label features the best. We’ve created a professional experience for our SEO clients by customizing the branding and using our own domain.
Additionally, Zendo’s client portal gives your SEO clients easy access to project updates, reports, and communication threads. The ability to set up custom statuses keeps everyone in the loop on campaign progress.
Plus, with Zapier integration, you can automate your SEO workflows and connect Zendo to your favorite SEO tools.
However, Zendo stands out from the crowd because it’s super easy to use. Unlike other tools like SPP, Zendo keeps things simple. You don’t need to be a tech whiz to figure it out.
Features of Zendo
Check out these core features of zendo:
Customizable Service Catalog
You can offer three types of services: productized, subscription, and custom using Zendo’s customizable catalog. So you can design service packages that best fit your client’s needs.
Automated Quotes And Invoices
Using Zendo, automate the creation and delivery of quotes, invoices, and payment requests. Moreover, you can set triggers for these actions, streamlining the billing process and reducing manual work.
Real Time Communication
Use the built-in chat feature to facilitate real-time communication between you and your clients. This way you can eliminate the need for lengthy email threads and keep all project-related conversations in one place.
White Label Customization
With Zendo’s white label features, you can fully customize the platform to match your brand. Upload your logo, choose your accent colors, and even set up a custom domain.
Flexible Payment Options
Zendo supports various payment methods, including instant payments via Stripe and traditional bank transfers. You can define default payment methods per service or adjust them according to client preferences.
Custom Order Forms
Each service in Zendo can have its unique Order Form, which is fully customizable with an unlimited number of input fields. This feature allows you to collect all necessary information upfront, from budgets to specific project details.
Integrated Workflow Management
The platform offers integrated workflow management, where you can set up different statuses for each project or task. This helps in tracking the progress and keeping clients informed about the current stage of their projects.
Pros of Zendo
- Benefit from cost-effective plans suitable for businesses of all sizes.
- Experience quick and helpful support from the Zendo team.
- Easily integrate other apps and services like Looker Studio into your client portal.
- Manage all client interactions in one place with Zendo’s chat-based interface.
- Streamline invoicing and quoting processes with automation.
Cons of Zendo
- The platform lacks extensive design customization options.
Zendo Pricing
There are 3 pricing plans of Zendo:
| Pricing tier | Pricing (monthly) | Pricing (annually) | Features |
| Essential | Free for 6 months | Free for 6 months | Unlimited Clients And RequestsSubscription And One-Off ServicesBasic White-Label FeaturesQuotes And InvoicesCustom FieldsCustom ViewsNo Transaction Fees. |
| Pro | $49/month | $24.50/month | Everything Included In The Essential PlanAdvanced White-Label FeaturesCustom Domain And EmailExternal AppsSidebar CustomizationClient Organizations/TeamRewardful Integration |
| Max | $199/month | $99.50/month | Everything Included In ProCustom External AppsRemove ‘powered By Zendo’ |
What Do People Say About Zendo?
Rate on G2: 4.9 out of 5
“Affordable Client Portal for Small Businesses
What do you like best about Zendo?
A possible to start selling subscriptions real quick and create a client portal for my customers.
What do you dislike about Zendo?
I’d love to have an option to embed reports from SERPWatcher to my clients in the client portal, but the team let me know, that they are working on it!” Adrian D.
4. SuiteDash
SuiteDash is an all-in-one business management platform that’s a perfect fit for SEO agencies looking to streamline their operations.
The standout feature of SuiteDash is its comprehensive toolkit — from CRM and project management to invoicing and client portals. If you’re an SEO agency aiming to consolidate your tech stack, it can be an excellent solution to get everything under one roof.
SuiteDash offers a robust client portal feature where you can track SEO projects, tasks, and invoices.
What sets it apart is the high level of customization it allows. You can customize the portal to match your brand and create custom dashboards for each client, showcasing their SEO metrics and progress.
Moreover, you can also get a white-label mobile app, a loading animation, and a QR code.
One of SuiteDash’s strengths is its flexibility with integrations. It work properly with all the necessary integrations, allowing you to connect your existing SEO workflow seamlessly.
When we used SuiteDash for our agency, we found automation and white-labeling to be the best feature. With its automated client onboarding, we could easily onboard clients and thus reduce the admin work.
Compared to SuitDash’s advanced functions, Zendo stands out in terms of simplicity. However, SuiteDash is more suitable for an established business with more advanced requirements.
If you’re looking for a versatile platform that can grow with your SEO agency and offer extensive customization options, SuiteDash is worth considering. However, if you prefer a more specialized, SEO-specific tool, you might want to explore alternatives.
Features of SuiteDash
These are the features of SuiteDash:
Client Relationship Management
Manage an unlimited number of client contacts, organize them into groups for targeted marketing, and monitor deal pipelines, all from a centralized platform. This setup helps you effectively oversee and nurture client relationships.
Client Onboarding
Self-registration forms and lead-capturing tools simplify the process of acquiring new clients. Automated onboarding flows, complete with document handling and drip marketing campaigns, provide a smooth and personalized experience for clients right from the start.
Project Management
Task templates, Kanban boards, and dependency tracking enable efficient project management. Time tracking, billing, client collaboration, and file-sharing features ensure seamless coordination and delivery of projects.
Invoicing And Payments
You can create estimates and invoices and manage online payments and subscriptions. Additionally, you can securely store payment information, use billing dashboards, and generate proposals. The platform also offers e-signing capabilities, making the billing process professional and efficient.
Appointment Scheduling
Booking pages, widgets, and calendar integration simplify the scheduling process for clients. They can self-book appointments and choose from various appointment types, making it easy to manage time efficiently and providing a convenient experience for your clients.
Support Tickets
Custom inboxes, priorities, tags, email routing, ticket creation, and access control help you provide efficient and organized customer support. These features allow you to promptly address client inquiries and concerns, ensuring a smooth and responsive experience for your customers.
File Management
Cloud storage, file transfer, shared folders, file requests, folder structure generators, and versioning features make it easy to securely manage and collaborate on files. These tools ensure that your files are organized, accessible, and up-to-date, enhancing overall efficiency and security in your work processes.
Pros of SuiteDash
- One-stop platform with integrated tools for projects, client management, etc.
- Offers automation features for workflows, drips campaigns, and onboarding.
- Advanced security features, including SSL encryption, data backups, and customizable user permissions
- Offers competitive pricing with a range of plans to suit different business sizes and needs
Cons of SuiteDash
- Hard to navigate and set up the process.
SuiteDash Pricing
You’ll get 3 types of pricing plans in SuiteDash:
| Pricing tier | Pricing (monthly) | Pricing (annually) | Pricing (lifetime subscription) | Features |
| Start | $19/month | $180/year | $2140 | Staff/Team, And PortalsCustom-Branded Mobile AppEmail Marketing CampaignsUnlimited Crm Contacts100 Gb StorageDocs/ Academy/ Community |
| Thrive | $49/month | $480/year | $2,940 | Everything In The Starter Plan Autoresponder Drip MarketingProposals ToolkitAdvanced Custom MenusCustom Folder GeneratorsDeal Stage PipelinesClient-Side Live Chat500 Gb File Storage1 Free Wizarding Session |
| Pinnacle | $99/month | $960/year | $5840 | Everything Of The Thrive PlanTask Dependency Logic2 Tb File Storage1 Bonus Wizarding Session |
Note: Read more on SuiteDash pricing if it’s worth your wallet.
What Do People Say About SuiteDash?
Rate on Capterra: 4.9 out of 5
“My honest take
Pros: I’ve been using SuiteDash, and it’s a game-changer with its all-in-one setup that handles everything from billing to project management seamlessly. I love how customizable it is, letting me tweak it to feel like my tool. The interface is super user-friendly, which makes it easy to get on board, and the mobile access is a lifesaver when I’m away from my desk.
Cons: There’s a bit of a learning curve to get used to all the features.” Mahyar G.
5. Softr
Softr is a tool that helps SEO agencies build custom apps and client portals without coding. It’s straightforward to use and doesn’t require technical expertise.
With Softr, you can design branded web apps to streamline how you manage clients. For instance, you could set up an app where clients can submit project requests, upload files, leave comments, and track updates—all with your agency’s unique branding.
Plus, the platform offers drag-and-drop tools to create forms, databases, and workflows. This means you can automate your processes exactly as you need them, without relying on a development team.
Softr is particularly useful if you want a customized client portal but lack coding resources. You can embed these custom apps directly on your website, creating a smooth experience for your clients.
The platform supports various uses, including client onboarding, project management, customer support, and creating resource libraries for clients. You have full control over user roles and permissions for both team members and clients.
When we used Softr, the best part we found was how customized Softr portals can be. So, we had the freedom to design and customize the client however we wanted.
However, the downside is that using Softr does require some technical skills. This contrasts with platforms like Zendo, where pre-built client portals are available and require zero technical expertise.
Features of Softr
Here is a list of all the features of Softr:
Interface Builder
You can create user-friendly interfaces without needing a developer or designer. To build an interactive UI, you won’t require any coding or design skills. Simply use the drag-and-drop builder, mixing and matching from over 100 building blocks.
Data Source
With Softr, you can bring your data to life by building internal tools and customer portals directly on top of your databases and spreadsheets. Connecting to your data source is quick and easy, taking just a few seconds.
Workflow Automation
Integrate your apps with Zapier and Make to automate workflows, providing your clients with a smooth and seamless experience. This integration helps streamline processes and reduces manual effort, making interactions more efficient and hassle-free for your clients.
Building Blocks
Softr offers pre-built blocks that allow you to create custom apps in just a few minutes. By using the library of blocks, you can easily build feature-rich apps without needing any advanced technical skills. This makes it simple to develop functional and customized apps quickly.
User & Permissions
You can add users to your app however you prefer, either manually or by allowing clients to sign up themselves. Users can easily register using various methods, including a password, one-time code, magic link, Google account, SSO, or SMS.
Actions
You can create a seamless journey for your clients by using actions such as triggering modals, opening pages, and jumping to specific sections. These features enhance the user experience, making navigation intuitive and efficient.
Payments
With Softr, you can create and sell products, offer subscriptions for your software services, and provide premium membership options for your online community—all within your application.
Forms
Create customized forms with multiple steps that adapt intelligently based on the user’s previous answers. This dynamic feature allows you to tailor the questions and sections to each user’s unique responses, providing a more personalized and relevant experience.
Pros of Softr
- App building is accessible to non-technical users with no coding needed
- Quick app development using an intuitive drag-and-drop interface
- Start projects easily with a wide selection of pre-built blocks and templates
Cons of Softr
- Need a bit of technical expertise and understanding
- Pre-built customization option, so less opportunity to design as per your requirements.
Softr Pricing
Softr offers 4 pricing tiers:
| Pricing tier | Pricing plan (monthly) | Pricing plan (annually) | Features |
| Starter | Free | Free | An Unlimited App5 Internal/ 100 External App Users1 Custom Domain5 Workspace Collaborators |
| Basic | $59/month | $49/month | Custom Css/Js10 Internal/ 1000 External App UsersEmbed Softr AppsThe Option To Buy Extra Custom Domains |
| Professional | $167/month | $139/month | ChartsCalendarInboxKanban50 Internal/ 5000 External App Users10 Workspace CollaboratorsRemove Softr Branding |
| Business | $323/month | $269/month | Organization ChartTimelineSms Login100 Internal/ 10000 External App Users15 Workspace CollaboratorsDownloadable Mobile Apps |
What Do People Say About Softr?
Rate on G2: 4.8 out of 5.0
“Convenient low-code web tool if you use Airtable
What do you like best about Softr?
I didn’t have to code a pretty complicated website that entails external (customer-facing) and internal-facing features from scratch. It was also very convenient connecting my Airtable database to Softr.
What do you dislike about Softr?
Because it’s a low-code tool, if you don’t code, Softr has its limitations. We’ve experienced some difficulties with graphs, for example, where it wouldn’t show text if it was a linked field on Airtable, so we would have to turn it into a regular text field on Airtable. Another small error we found was that sometimes, text would show with quotation marks on Softr’s end. There are also some limitations with the block selection that Softr has, which means that it’s hard to customize our blocks. Processing times and having to reload pages multiple times can also be a pain point.” Chloe G.
Advantages of Using Client Portals for SEO Agencies
In the fast-paced world of SEO, where results and client satisfaction are key, client portals are essential for agencies to keep everything running smoothly.
Here are 5 reasons why your SEO agency needs a client portal:
Centralized Communication
For SEO agencies, Managing many client projects and communications can get overwhelming. A client portal offers a central place where all interactions, documents, and reports are stored. This way, you minimize the chances of losing important information.
Manage Expectations and Timelines
SEO projects have multiple phases, from keyword research to content creation and link building. A client portal lets you set and share clear milestones and deadlines. This helps clients understand the progress of their SEO campaigns and when they can expect results.
Streamlined Communication
Instead of relying on long email threads, client portals streamline communication by organizing messages, files, and feedback in one place. This is particularly useful for SEO agencies that need to track changes, approvals, and client requests.
Showcase SEO Results
One of the key challenges for SEO agencies is demonstrating the value of their services. Client portals allow you to present detailed analytics, keyword rankings, traffic reports, and other metrics professionally.
Enhanced Organization and Efficiency
Client portals help SEO agencies stay organized by keeping all client-related materials, including contracts, proposals, and invoices, in one place. Additionally, features like automated reporting and real-time data updates ensure that clients always have the most current information.
What are The Key Features of Client Portals for SEO Agencies?
Here’s why these features are crucial for SEO agencies:
Service Catalog & Order Forms
SEO agencies offer diverse services like keyword research, on-page optimization, and link building. A clear service catalog allows clients to understand and select specific offerings, streamlining the onboarding process.
Task Management & Kanban Boards
SEO projects involve multiple steps, such as audits, content creation, and technical fixes. These tools help agencies organize tasks, track progress, and ensure timely completion.
Client-Specific Access Controls
The ability to customize access for each client, allows them to see only the data and features relevant to their project. This ensures that clients only access information pertinent to their campaigns, enhancing security and data privacy.
Reporting & Analytics Dashboards
Clients need transparency on how their SEO campaigns are performing. These dashboards provide real-time insights into key metrics like organic traffic, keyword rankings, and conversion rates, demonstrating the value of the agency’s work.
Client Communication & Issue Tracking
Effective communication is vital for managing client expectations and resolving issues quickly. Integrated tools streamline interactions, keeping clients informed and involved in the process.
File Management
SEO involves numerous documents, including reports, keyword lists, and strategy documents. Secure file management ensures easy access and sharing of these resources, enhancing collaboration and efficiency.
What is the Best Client Portal for SEO Agencies?
Agency Handy is the best client portal for SEO agencies because of its tailored features specifically designed to meet SEO needs.
The customizable service catalog allows agencies to present their offerings, making it easy for clients to understand and choose services. This feature not only simplifies client onboarding but also helps in attracting new clients.
Additionally, Agency Handy’s task management tools, like Kanban boards, help break down complex SEO projects into manageable tasks. This ensures efficient project handling and timely completion.
The platform also supports secure file management, making it easy to store and share essential documents like SEO reports and audits.
While Agency Handy is the top choice for SEO agencies, other platforms have their unique strengths. Service Provider Pro (SPP) is ideal for agencies that need robust invoicing and billing solutions, as it integrates these functions seamlessly into its platform.
Then there is Zendo, which is perfect for agencies seeking a simple and user-friendly client portal with real-time chat features. It’s especially beneficial for agencies that want to streamline communication and reduce the need for long email threads.
SuiteDash, on the other hand, offers an all-in-one business management platform with extensive customization options.
Final Words
Choosing the right client portal for your SEO agency is crucial for enhancing productivity and delivering exceptional client service. The best client portal will seamlessly integrate into your workflow, improve team efficiency, and provide a transparent, engaging experience for your clients.
Each platform—Agency Handy, Service Provider Pro, Zendo, SuiteDash, and Softr—offers unique features tailored to different aspects of SEO and digital marketing.
Your choice should be guided by your agency’s specific needs, such as the complexity of projects, communication preferences, and budget.
FAQs
What is a client portal?
A client portal is a secure online platform where clients can access and manage their accounts, view project updates, communicate with service providers, and access important documents. It’s commonly used by businesses to enhance client communication and streamline service delivery.
What are the best client portals for marketing agencies?
The best client portals for marketing agencies include AgencyHandy, Clinked, SuiteDash, and HoneyBook, offering robust features for client management, communication, and project collaboration. Each platform provides unique tools tailored to streamline workflows and enhance client interactions.
What are the best client portals for SMBs?
The best client portals for SMBs include Agency Handy, SuiteDash, Plutio, HoneyBook, and Agiled. These platforms offer comprehensive solutions for client management, invoicing, and project collaboration, tailored to meet the needs of small to medium-sized businesses.
