Client satisfaction is key to the survival of any agency. Without that, your agency won’t survive the next day!
Yet, managing clients can often feel like a never-ending task. Endless email chains, missing files, and delayed approvals can quickly drain your productivity and spiral out of control.
But there’s a better way. A client portal software for agencies can change everything.
Picture a central hub where all your project information, files, and communication are neatly organized and easily accessible. No more lost emails or scrambling to get signatures!
However, among countless choices, we’ve shortlisted the top 6 picks from 25 tools. While you could design a client portal from scratch in months, you can use one of these top-rated client portals to get started in minutes.
So, let’s begin.
Quick List of Top Client Portal Software for Agencies
- Agency Handy: Perfect for agencies to manage clients, tasks, and billing in one platform.
- Service Provider Pro: Best for digital marketing agencies to excel in client onboarding and project management.
- ManyRequests: Ideal for design and creative agencies with integrated client management and feedback.
- Moxo: Excellent for external projects; combines workflow automation with modern collaboration.
- HoneyBook: Great for service-based businesses; simplifies client management, contracts, and invoicing.
- Moxie: Designed for freelancers and small agencies; all-in-one business management tool.
What is a Client Portal Software for Agencies?
A client portal software for agencies is a specialized platform designed to streamline communication, collaboration, and task management between an agency and its clients.
It’s a digital workspace where clients can securely access project-related information, share files, provide feedback, and track progress.
Essentially, it’s a tailored version of a general client portal, with features specifically designed to meet the unique needs of the agency industry. This includes tools for:
- Easy Communication: Clients can quickly ask questions or find information without waiting.
- Order management: Task assignment, deadlines, and progress tracking.
- Creative asset management: Secure storage and sharing of design files, images, and videos.
- Proofing and approvals: Efficient feedback and approval workflows.
- Invoicing: Integrated payment gateways like Stripe or PayPal with automated or customized invoicing.
By centralizing information and automating tasks, client portal software makes it easier and safer for clients to get what they need from a business. It improves efficiency, enhances client satisfaction, and builds stronger client relationships.
Advantages of Using Client Portals for Agencies
Adding a client portal to your agency’s workflow can significantly boost productivity and make your clients happier. Here are the key benefits:
Smooth Communication
A client portal brings all your interactions with clients into one place. This keeps everyone on the same page and makes communication clear and efficient. You won’t have to sift through endless emails or messages—everything is organized and easily accessible.
Enhanced Project Management
When you use task management and workflow tools, you can reduce project delays by 30%. You can deliver projects on time, leading to happier clients. Plus, your team will know exactly what to do and when, keeping everything on track.
Customized Service Listing
With a client portal, you can customize your services to meet each client’s unique needs. This personalized approach enhances their experience and shows that you care about what they really need. It also helps you stand out by offering a service that feels custom-made.
Quick Proposal and Quotation Creation
Creating and managing proposals and quotations within the portal simplifies the process. It helps you move smoothly from the first client contact to kicking off the project. You can quickly draft and send out proposals, speeding up the decision-making process.
Improved Resource Allocation
When you organize tasks and workflows efficiently, you can improve how you use your resources by 40%. This boosts productivity and helps reduce costs. Your team can focus on what matters most, without wasting time or effort.
Faster Issue Resolution
A ticket-based system within the portal ensures that any client concerns are addressed quickly. This keeps your projects moving forward and your clients satisfied. Your clients will appreciate the prompt attention, knowing that their issues are taken seriously.
Increased Transparency with Clients
By giving clients access to their project’s progress, documents, and communications through the portal, you build trust and create a stronger, more transparent relationship. This helps foster long-term loyalty. Clients can see exactly what’s happening with their project, which gives them peace of mind.
Comparison Table of Best Client Portal Software for Agencies
Let’s take a quick look at the client portals for agencies that can revolutionize your service management, client onboarding, task collab, and billing in one place.
| Client Portals | Top 3 Unique Features | Client Feedback & Approval | Proposal & Invoicing | Pricing |
| Agency Handy | 1. Service catalog 2. Customized intake and order forms 3. Multi-language support | Clients send messages to the portal | Yes | Check Price |
| Service Provider Pro | 1. Customized intake forms 2. Advanced template editing 3. Affiliate program | Clients message directly in the portal | Yes | Check Price |
| ManyRequests | 1. Design feedback 2. Live time tracking 3. CRM for designers | Clients leave comments on designs | Yes | Check Price |
| Moxo | 1. Automated onboarding workflows 2. Customizable branding 3. Persona management | Clients use in-context messaging | No | Check Price |
| HoneyBook | 1. AI-powered tools 2. Online contracts 3. Custom automation sequences | Clients provide feedback via the portal | Yes | Check Price |
| Moxie | 1. Legal-approved contract templates 2. AI assistant 3. Custom form builder | Clients prompted to give feedback | Yes | Check Price |
The 6 Best Client Portal Software for Agencies to Grow & Retain 10X Clients
Now that you have a brief idea about each tool but if you want a detailed understanding, you are on the right track. Here, we’ll discuss each tool’s key strengths, like client onboarding, feedback and approval, task management, integrated invoicing and payment gateways, etc.
1. Agency Handy
Agency Handy is a user-friendly platform for agencies of all sizes to manage clients, projects, and billing. It streamlines your workflow by centralizing everything in one place, from service listing to invoicing.
For starters, you can list all your offerings, including customized, one-time, and subscription, in a service catalog. Share it on your social media or embed it on your website to convert visitors into real-time clients.
Next, with client onboarding, you can customize intake forms to get all the necessary client info. And there are order forms, too, for you to get the order details once the client is on board.
Interestingly, you’ll get automated invoices for each order placed by the clients. When there’s a personalized request, you can design invoices for each order as well. And get paid via Stripe, PayPal, or ACH system.
Now, compared to Service Provider Pro, which focuses mostly on client onboarding, Agency Handy focuses more on simplicity and ease of use with a complete client journey, from onboarding to invoicing.
Note: Read more about SPP alternatives.
Overall, Agency Handy is a great option for agencies looking for a streamlined management process. If you prefer simplicity over extensive customization, Agency Handy is definitely worth considering.
Features of Agency Handy
Here are the features of Agency Handy:
Service Catalog and Customization
Agency Handy lets you create a detailed service catalog. This makes it easy for you to display your services with clear descriptions and pricing. Clients can understand your offerings better, creating opportunities for upselling and cross-selling.
Client Onboarding and Management
Once you set up your services, Agency Handy simplifies the client onboarding process. Customizable intake and order forms ensure you gather all necessary details from the start. All client information, including contact details, recent invoices, and order history, is centralized for easy access.
Order and Task Management
With Kanban boards and task management tools, Agency Handy helps you keep projects on track. You can assign tasks, set deadlines, and monitor progress, allowing you to quickly spot any issues and keep everything running smoothly.
Client and Team Collaboration
Agency Handy improves collaboration between you, your clients, and your team members. Shared task lists, real-time updates, and integrated communication features make it easy for your team to share files, provide feedback, and stay informed about project progress.
Customized Billing and Subscriptions
Agency Handy makes financial management simpler with its billing and invoicing tools. It supports multiple payment methods and automates invoicing, which is especially useful if your services are subscription-based.
Customization and Branding
Agency Handy gives you extensive customization options. You can align the platform with your brand’s identity, from personalizing the client portal to customizing email templates. This helps you maintain consistent branding across all client interactions.
Secure Access and Data Management
Security is a top priority with Agency Handy. Role-based access controls protect sensitive data. You can assign specific permissions to your team members, ensuring that only authorized personnel can access critical information.
Reporting and Analytics
Agency Handy offers strong reporting and analytics tools to track key performance indicators. Whether you’re monitoring project completion rates, client satisfaction, or financial metrics, these insights help you make informed decisions.
Best Use Cases of Agency Handy
Here are the best use cases of Agency Handy:
- Digital Agencies: Agency Handy offers centralized project management, allowing clients to submit tasks, upload files, and monitor progress. This setup boosts collaboration and transparency, ensuring a smooth brand experience throughout the project.
- Consulting Firms: Consulting firms can securely share documents and provide real-time updates to clients using Agency Handy. The platform supports efficient and transparent collaboration, enhancing the overall service delivery process.
- Marketing Agencies: Marketing agencies benefit from Agency Handy by organizing campaign management through dedicated workspaces. This tool is tailored for client portal needs, making it easy to share deliverables and collect client feedback. Real-time notifications help keep projects organized and clients engaged.
- IT Service Providers: IT service providers can efficiently manage support tickets and client requests with Agency Handy. The client portal allows clients to log issues, track resolutions, and stay updated on project progress.
- Web Development Agencies: Web development agencies can streamline project management with Agency Handy. From initial proposals to final launch, the platform helps you allocate tasks and manage resources, ensuring projects stay on schedule and clients are informed.
- Graphic Design Studios: For graphic design studios, they can benefit from Agency Handy’s task management tools that help track revisions and deadlines. The custom client portal simplifies sharing drafts and gathering feedback, streamlining the creative process.
- Content Agencies: Content agencies find Agency Handy invaluable for managing assignments, deadlines, and client feedback. The platform supports collaboration, tracks revisions, and ensures quality across all content projects.
- Photography Services: Photography and videography agencies can manage bookings, client communication, and project timelines with ease using Agency Handy. The platform organizes client details and contracts, helping you streamline both shoots and final product delivery.
- Small Businesses: Small businesses looking for a simple client portal solution will appreciate Agency Handy’s user-friendly interface. It provides essential management features without overwhelming you, making it a great choice for smaller teams.
Pros of Agency Handy:
- Features like Kanban boards give you a clear overview of project statuses.
- User-friendly platform, easy for everyone, including clients and staff.
- Responsive team that quickly resolves issues.
- Customizable options tailored to your agency’s needs and branding.
- Competitive pricing suitable for agencies of any size.
- Offers a 7-day free trial for testing.
Pricing of Agency Handy:
Solopreneur Plan – $49/month (annual billing). 1TB Storage.
Perfect for solo entrepreneurs and small businesses, this plan allows up to 3 users. It offers unlimited client and order management, custom branding, task tracking, invoicing, and comprehensive communication tools, including workflows for client approvals. Comes with 1TB of storage to keep your business running smoothly.
Teams Plan – $99/month (annual billing). 5TB Storage.
Ideal for small to medium-sized teams, this plan expands on the Solopreneur features and supports up to 10 users. It offers enhanced tools for task management, branding, invoicing, and client interactions, making it a great choice for collaborative environments. Includes 5TB of storage to accommodate growing teams.
Pro Plan – $149/month (annual billing). 20TB Storage.
Designed for larger agencies, the Pro plan supports up to 30 users and provides all the features of the Teams plan. It’s built for managing a high volume of clients and projects, with advanced task tracking, custom branding options, and communication tools. Offers 20TB of storage, ensuring ample space for all your agency’s needs.
What Users 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.
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 Choose Agency Handy?
Agency Handy is a top-tier solution for overseeing agency operations, providing a comprehensive set of features designed to simplify workflows and enhance productivity. Here are the details of how it addresses key requirements in agency management:
| Desired Features for Agency Management | How Agency Handy Addresses It |
| Client Onboarding & Management | Customizable intake forms streamline onboarding and client management. |
| Client Communication & Collaboration | Facilitates seamless file sharing and real-time client communication. |
| Document Management & Sharing | Securely stores and organizes documents for easy sharing. |
| Task Scheduling & Tracking | Kanban boards efficiently manage and track all tasks. |
| Customizable Client Portals | Client portals are tailored to match your brand and needs. |
| Multi-Language Support | Client portals are tailored to match your brand and needs. |
| Billing and Invoicing | Integrated with Stripe and PayPal for seamless billing and invoicing. |
| Security & Access Control | Advanced security features protect data and control access. |
2. Service Provider Pro
Service Provider Pro is a tailored solution for digital marketing and SEO agencies. It simplifies project workflows, client management, and billing processes, making it a versatile choice for agencies of all sizes.
The platform integrates order forms, invoicing, and a customizable client portal, allowing you to manage client interactions seamlessly. It’s particularly strong in handling subscription management, which is crucial for agencies with recurring services.
However, while the platform offers many features, some agencies might find the need for custom integrations or advanced templates to be a limitation.
Overall, Service Provider Pro is a solid option for agencies seeking an all-in-one platform to streamline operations and enhance client satisfaction.
Features of Service Provider Pro:
Key Features of Service Provider Pro:
- Order management: Create and manage orders using customizable forms tailored to your needs. These forms allow you to capture all relevant details, ensuring accurate and efficient order processing.
- Client portal: Provides a branded client portal for smooth client interactions and updates. It improves communication with a professional, branded experience for your clients.
- Billing and invoicing: It automates invoicing with integrated payment gateways for quicker transactions. Streamlines the payment process, ensuring timely and accurate billing.
- Team inbox: Centralizes client communication in one shared inbox for easy access. Simplifies collaboration by keeping all client messages in a single location.
- Project management: Utilize drag-and-drop tools to manage tasks and deadlines efficiently. Visualize project progress with user-friendly tools for better task management.
- Subscription management: Easily manage recurring payments and subscriptions for consistent revenue flow. Simplifies billing cycles with automated payment handling.
- Customizable templates: Edit and create custom templates for all client-facing pages. Tailor templates to match your brand’s look and feel.
- Analytics and reporting: Track team performance and revenue with detailed, actionable reports. Gain insights into operations to optimize agency performance.
- Third-party integrations: Integrates seamlessly with tools like Google Analytics, Zapier, and PayPal. Expands functionality by connecting with essential third-party services.
- Helpdesk support: Unified support inbox for efficiently managing client tickets and queries. Streamlines support processes, improving client satisfaction and response times.
Pros of Service Provider Pro:
- A comprehensive tool for managing clients and billing.
- Easy to manage, create, and duplicate order forms.
- Seamless integration with major marketing tools.
- Excellent customer support, quick and responsive.
- Streamlines service setup and recurring payments.
Cons of Service Provider Pro:
- Limited customization without coding knowledge.
- Full white labeling is only available on the top plan.
Pricing of Service Provider Pro:
- Basic: $129 per month (billed monthly).
Suitable for small teams needing essential project management, invoicing, and client management features. Includes a custom workspace domain, white-label email, and built-in helpdesk.
- Pro: $299 per month (billed monthly).
Designed for growing agencies requiring advanced customization and client-side team management. Adds editable client-facing pages and the ability to create a reseller program.
- Plus: $1,500 per month (billed monthly).
Tailored for large agencies needing custom workflows, integrations, and priority support. Includes API access, custom rules, and the option to remove “Powered by” branding.
Free trial: Yes, 14 days.
Note: If SPP’s pricing intrigues you, keep reading more about Service Provider Pro Pricing.
What Users Say About Service Provider Pro?
Rating on G2: 4.4 out of 5
“”Client Portal for Order Entry/Fulfillment”
What do you like best about Service Provider Pro?
The UI is self-explanatory and was able to set up a Service, associated Order Entry process for my clients. A free tier to try different things is appreciated.
What do you dislike about Service Provider Pro?
End-to-end examples for different business verticals are needed. I may have missed it in the online documentation.”- Anonymous User
3. ManyRequests
ManyRequests is an all-in-one client portal software designed specifically for creative and design agencies.
It simplifies client management by offering a user-friendly interface where clients can submit requests, track progress, and provide feedback in real-time. The platform is perfect for agencies managing multiple projects, allowing seamless communication and efficient task management.
With features like integrated billing, invoicing, and customizable portals, ManyRequests ensures that your agency’s branding stays consistent while delivering a professional client experience.
However, while it excels in handling design requests, agencies with more complex needs might require seamless subscription management, split payment system, or email customization. Hence, Many agencies are looking for alternatives for ManyRequest.
Overall, ManyRequests is an excellent choice for agencies seeking to streamline client interactions and project delivery.
Features of ManyRequests
Key Features of ManyRequests:
- Client portals: Create customizable, white-label portals for seamless client interactions. Personalize portals to match your agency’s branding and client needs.
- Request Management: Manage and track client requests with a clear, organized system. Streamline request handling to ensure timely and efficient responses.
- Billing and Invoicing: Automate billing with integrated invoicing and various payment options. Simplify payments, reducing the administrative burden on your team.
- Design Feedback: Collect client feedback directly on design files for faster revisions. Improve collaboration by integrating feedback into the design process.
- Project tracking: Use Kanban boards and checklists to track project progress easily. Keep projects on schedule with visual task management tools.
- Team collaboration: Assign tasks and collaborate with team members in real time. Improve teamwork and ensure project milestones are met promptly.
- Time tracking: Monitor time spent on projects with built-in tracking tools. Accurately log hours to manage project timelines and budgets.
- Customizable templates: Create and use custom templates for onboarding and project management. Standardize processes while allowing for brand-specific customizations.
- Third-party integrations: Connect with tools like Zapier, Slack, and Google Calendar effortlessly. Expand the functionality by linking to your preferred external tools.
- Reporting: Generate detailed reports on project performance and client activity. Gain insights to refine workflows and improve client satisfaction.
Pros of ManyRequests:
- Tailored for design, website, and creative agencies.
- Customizes and white-labels portals for a professional experience.
- Manages design requests, revisions, and client feedback efficiently.
- Handles both one-time and recurring services with ease.
- Tracks project profitability and team productivity effectively.
- Offers design feedback tools like annotations and comments.
Cons of ManyRequests:
- Pricing is higher than most client portal solutions.
Pricing of ManyRequests:
- Starter: $99 per month (billed monthly)
Ideal for small teams managing basic client onboarding and project requests. Includes 2 team seats, custom domain, and essential modules.
- Core: $149 per month (billed monthly)
Best for growing agencies requiring time tracking and design collaboration. Offers 5 team seats, design annotations, and Zapier integration.
- Pro: $399 per month (billed monthly)
Designed for larger agencies needing advanced features like white-label portals and an affiliate module. Includes 10 team seats and expanded customization options.
Free trial: Yes, 14 days.
Note: Check out more on ManyRequests pricing if you’re unsure about it.
What Users Say About ManyRequests?
No user review was found
4. Moxo
Moxo is a platform designed to streamline client interactions and project management for service providers.
It offers a secure, collaborative workspace where teams can engage with clients, vendors, and partners in real time. Moxo’s flow workspaces simplify complex processes, making it easier to manage projects, track progress, and ensure client satisfaction.
With features like in-context messaging, document sharing, and automated workflows, Moxo keeps everything organized and accessible. However, while it excels in automating client interactions, larger organizations might find the need for more advanced customization options.
Overall, Moxo is an excellent choice for agencies looking to enhance client communication and project efficiency in a secure environment.
Features of Moxo
Key Features of Moxo:
- Flow workspaces: Create shared workspaces for seamless client, vendor, and partner interactions. Centralize collaboration in a secure, interactive environment.
- Automated workflows: Use drag-and-drop tools to automate key business processes. Streamline operations by automating repetitive tasks for efficiency.
- In-context messaging: Communicate directly within projects for real-time, effective collaboration. Keep conversations focused and relevant to specific tasks.
- Document management: Securely store, share, and manage documents with built-in version control. Ensure document integrity and easy access across the team.
- Video meetings: Host video calls directly within the platform for seamless communication. Facilitate face-to-face discussions without leaving the workspace.
- Custom branding: Customize the platform with your branding for a professional look. Maintain brand consistency across all client interactions.
- Role-based access control: Assign permissions based on user roles for secure platform access. Control data access to enhance security and compliance.
- Third-party integrations: Integrate with tools like DocuSign and CRM systems effortlessly. Expand platform capabilities by connecting to essential external tools.
- Mobile access: Access workspaces and tools from both web and mobile devices. Stay connected and manage projects on the go.
- Security compliance: Ensure data safety with SOC 2 Type II, SOC 3, and GDPR compliance. Maintain trust by adhering to strict security standards.
Pros of Moxo:
- Supports all file types, including screen sharing.
- Enables seamless communication via mobile devices.
- Customizable client portal with private labeling options.
- Integrates chat, video calls, and task management.
- Efficiently organizes project files and task assignments.
Cons of Moxo:
- Conversations are limited to a 90-day window.
- Limited customization options for forms and workflows.
Pricing of Moxo:
- Starter—Includes core interaction tools like messaging, video meetings, and file sharing. Suitable for small teams looking to streamline client communication.
- Business—Expands on the Starter plan with advanced features such as workflow automation, management reporting, and integration options. Ideal for growing teams that require more robust project management and client interaction tools.
- Enterprise—Offers comprehensive features including custom API access, SDKs, and options for private cloud or on-premises deployment. Tailored for large organizations needing extensive customization and security.
Free trial: Yes, 14 days.
What Users Say About Moxo?
Rating on Capterra: 4.2 out of 5
“”Review of client portal”
Overall: It’s been great so far and it’s allowed us to focus on delivering to our customers.
Pros: Customer service and support is excellent – always on hand to show off features and talk through upgrades.
Cons: Some inflexibility around repeat /cyclical workflows and workflow management. “- Alexander P.
5. HoneyBook
HoneyBook is an all-in-one platform designed to simplify client management for creative professionals and service-based businesses. It streamlines the entire client journey, from initial inquiry to final payment, making it easier to manage projects, contracts, and invoicing in one place.
HoneyBook’s user-friendly interface allows you to send proposals, schedule meetings, and accept payments, all while keeping everything organized. With customizable templates and automated workflows, it ensures that your branding stays consistent and your processes are efficient.
It is a great tool for small agencies. However, larger agencies might need additional customization and hence looking for alternatives for HoneyBook
HoneyBook is a reliable choice for those seeking to enhance client interactions and streamline business operations.
Features of HoneyBook:
Key Features of HoneyBook:
- All-in-one platform: HoneyBook consolidates project management, contracts, and invoicing into a single platform. This integration simplifies your workflow, reducing the need to switch between multiple tools.
- Customizable templates: HoneyBook offers professional templates for proposals, contracts, and invoices. You can easily customize these templates to match your brand’s style and requirements.
- Client communication: Centralize all client interactions with HoneyBook’s integrated messaging system. This keeps all correspondence in one place, making it easier to stay organized.
- Automated workflows: Automate repetitive tasks like sending emails, scheduling meetings, and payment reminders. HoneyBook’s automation saves you time and reduces the chances of errors.
- Online payments: Accept payments directly through HoneyBook with secure processing options. This feature streamlines the payment process, making it convenient for both you and your clients.
- Scheduling tools: Schedule meetings and manage your availability with HoneyBook’s customizable calendars. The integrated calendar system helps you avoid scheduling conflicts and stay organized.
- Branded experience: Customize your client portal and documents to reflect your brand identity. This personalized branding enhances your professional image and reinforces your brand’s presence.
- Mobile access: Manage your business on the go with HoneyBook’s mobile app. The app allows you to handle tasks, communicate with clients, and track projects from anywhere.
- Time-saving integrations: Connect HoneyBook with tools like QuickBooks, Google Calendar, and Zoom. These integrations streamline your workflow by syncing data and tasks across platforms.
- Client management: Track inquiries, projects, and client information in a single, organized dashboard. HoneyBook’s client management features give you a clear overview of all your ongoing activities.
Pros of HoneyBook:
- Streamlined client communication and project management.
- Easy invoicing and payment collection in one place.
- Customizable templates for contracts and proposals.
- User-friendly interface simplifies daily tasks.
- Integrates smoothly with various business tools.
Cons of HoneyBook:
- Initial setup can be overwhelming for new users.
- Limited customization options for templates and forms.
HoneyBook Pricing:
- Starter: $19 per month (billed monthly)
Designed for freelancers and small businesses, starting with client management, invoicing, and contracts. Includes unlimited clients and projects, basic reports, and access to the client portal.
- Essentials: $39 per month (billed monthly)
Suitable for growing businesses needing more automation and scheduling features. Adds QuickBooks integration, expense management, and up to 2 team members.
- Premium: $79 per month (billed monthly)
Tailored for larger teams requiring advanced reporting and priority support. Includes unlimited team members, multiple companies, and an onboarding specialist.
Free trial: Yes, 7 days.
Note: Read more on HoneyBook pricing if it’s really good for you.
What Users Say About HoneyBook?
Rating on G2: 4.5 out of 5
“”Makes my life easier”
What do you like best about HoneyBook?
I love that everything is in one place from contracts to invoices and they are all elegantly and professionally designed, and most importantly I can do it all on my phone when I am traveling or on the go. It has changed the way I have been able to run my business and I am so thankful that I took the time to set it up. It is truly an exciting program and one that I plan to always have from now on.
What do you dislike about HoneyBook?
It was a learning curve to figure out in the beginning but it was good to learn all the same.”- Casey C.
6. Moxie
Moxie is a comprehensive business management platform designed specifically for freelancers and small agencies. It provides a wide range of tools to manage projects, clients, and finances, all from a single interface.
With features like customizable client portals, time tracking, and invoicing, Moxie ensures that every aspect of your business runs smoothly. The platform also supports real-time collaboration, allowing you to stay connected with your team and clients effortlessly.
Although Moxie is perfect for smaller teams, larger agencies might find its feature set limited in terms of advanced project management capabilities. Larger agencies might do well looking for an alternative to moxie.
Moxie is an excellent choice for freelancers and small businesses looking to streamline their operations and enhance client communication.
Features of Moxie
Key Features of Moxie:
- Customizable client portals: Moxie allows you to create personalized client portals that reflect your branding. This customization helps maintain a professional appearance and ensures consistency across client interactions.
- Project management: Track tasks, deadlines, and client feedback in real time with Moxie’s project management tools. The platform provides a clear overview of project progress, helping you stay on top of deadlines.
- Time tracking: Monitor hours worked on projects using Moxie’s easy-to-use time tracking tools. Accurate time tracking ensures that you can bill clients correctly and manage project budgets effectively.
- Invoicing and payments: Generate professional invoices and accept payments online directly through Moxie. This feature simplifies the billing process and ensures timely payments.
- Proposals and contracts: Build and send proposals with integrated e-signature capabilities using Moxie. This feature streamlines the process of securing new business by allowing you to manage proposals and contracts in one place.
- Expense tracking: Manage and categorize expenses directly within the Moxie platform. This feature helps you keep a close eye on your business expenses and ensures accurate financial reporting.
- Collaboration tools: Communicate and share files with clients and team members through Moxie’s collaboration tools. These tools make it easier to work together on projects, ensuring everyone stays on the same page.
- Calendar integration: Sync tasks and deadlines with Google Calendar for seamless scheduling. This integration helps you avoid missing important deadlines and keeps your work organized.
- AI-powered assistance: Use Moxie’s AI tools to draft emails and summarize tasks quickly. These AI-powered features save you time by automating routine tasks.
- Mobile access: Manage projects and clients on the go with the Moxie mobile app. The app ensures that you can stay connected to your work, no matter where you are.
Pros of Moxie:
- Strong automation features streamline daily workflows.
- Responsive customer support through chat and email.
- An all-in-one platform consolidates essential freelance tools.
- Helpful community and support resources are available.
Cons of Moxie:
- Limited preview options for emails before sending.
- Interface and user experience can be confusing at times.
Moxie Pricing:
- Pro: $25 per month (billed monthly).
Ideal for solo freelancers needing comprehensive business management tools. Includes unlimited project collaborators, AI assistants, and full access to client and project management features.
- Teams: $40 per month (billed monthly).
Designed for small agencies managing multiple projects and clients. Offers 5 full licenses, advanced collaboration tools, and all features included in the Pro plan.
Free trial: Yes, 14 days.
What Users Say About Moxie?
Rating on Trustpilot: 4.9 out of 5
““Came here for the all-in-one solution”
I came here for the all-in-one solution. I’ve spent the last year playing with a couple of different platforms, but this one actually has everything all in one place! I’m still getting used to the platform, but the only thing I don’t really like so far is not having a numbering system for my estimates.”-Christine
Key Features to Consider While Choosing Client Portal Software for Your Agency
You must pick the right client portal software to keep your agency running smoothly. Here are the key features you should focus on:
Client Portal Customization
Choose software that lets you fully customize the client portal to reflect your agency’s brand and workflows. Brand logo, color, sidebar, custom domains – you name it. This way, your clients experience a seamless and professional interaction every time they use the portal.
Client Onboarding
A smooth onboarding experience is key to building a strong relationship with your clients. Look for software that offers customizable intake and order forms, allowing you to gather all the necessary information right from the start.
These forms help you tailor the onboarding process to each client’s specific needs, ensuring a seamless introduction to your services.
Order Management
Managing client orders effectively is key to keeping your projects on track. Look for a portal that makes it easy to handle client requests from start to finish.
The right tool should offer different project views, like Kanban boards, list views, and Gantt charts, to help you stay organized. These views allow you to break down complex projects into smaller tasks, making it simple to assign them to your team members.
Client Approval & Feedback
Smooth approval and feedback processes are essential for keeping projects on track. Make sure the software allows clients to easily review, approve, and give feedback on work, helping you avoid delays and keep things moving forward.
Automated/Customized Invoicing
Make billing easier with software that lets you set up recurring invoices and customize them to your needs.
Use simple templates you can brand and integrate payment gateways like PayPal or Stripe for easy online payments. Automated reminders help ensure timely payments and keep your finances on track.
Secured Permission Access
It’s important to control who can see what in the portal. Make sure the software offers secured permission access so you can assign different levels of access to team members and clients, keeping sensitive information safe.
What is the Best Client Portal Software for Agencies?
Agency Handy is the best client portal software for agencies. It offers powerful tools that simplify client management, making it ideal for both small teams and large agencies. Its user-friendly design lets you manage everything from onboarding to invoicing with ease.
The key features are customizable service catalog and smooth client onboarding. You can embed service listings on your website, allowing clients to browse and order services effortlessly. Customizable intake forms capture essential project details, reducing the need for back-and-forth communication.
Agency Handy excels in order management with visual task tracking through Kanban boards. Clients can access a portal to view project updates, communicate with your team, and approve tasks in real-time. Integrated billing features, including split payments, simplify financial management.
Other than Agency Handy, you can also check out Service Provider Pro if you’re specializing in or in need of client onboarding features.
Also, there’s ManyRequests, too. It’s another solid option, particularly for design and creative agencies.
Wrapping Up
Choosing the right client portal software for agencies is crucial for your agency’s success. Whatever tools you choose, it’s important to pick one that fits your unique needs.
The right software should help you simplify client communication, manage orders smoothly, and keep your team working together effectively.
As you explore your options, focus on tools that offer customization, are easy to use, smooth client management, and provide strong security. Don’t forget to take advantage of free trials to see which software works best for you.
With the right tool in place, you can stay organized, meet deadlines, and deliver outstanding service to your clients. This will help you drive your agency toward even greater success.
FAQs
How secure are client portals?
Client portals are designed with strong security measures like encryption, authentication protocols, and access controls to protect your sensitive information. It’s important to choose software that prioritizes data security and meets industry standards.
Can client portals be customized to match our agency’s branding?
Yes, many client portal software solutions offer customization options. You can often add your logo, choose your color scheme, and even personalize messages to match your agency’s branding. Check with your provider to see what customization features are available.
Are client portals user-friendly for both agency staff and clients?
The ease of use can vary depending on the software. Look for a platform with simple navigation, clear instructions, and features that make it easy for both your team and your clients to use. A user-friendly portal ensures a smooth experience for everyone.
How do client portals streamline agency-client communication?
Client portals centralize all communication in one place. You can exchange messages, share files, and collaborate on projects in real-time. This reduces email clutter and makes communication more efficient and transparent between your agency and your clients.
What kind of support and training options are available for using client portals?
Most software providers offer various support options, including online documentation, knowledge bases, and email support. Some also offer live chat or phone support. Additionally, many provide onboarding sessions, tutorials, and training resources to help you get comfortable with the portal’s features.
