Client portal for web & digital agencies, made simple.

Client onboarding, document collection and client management in one unified client portal made for tech-forward agencies.

No credit card required

female agency owner using portalstack software

Systemize your web or digital agency business, so you can spend more time on work that matters.

Clients pay you for your expertise in designing digital experiences, not for non-value-added admin work such as chasing documents and content or trawling through inboxes to find information.

Any of this strikes a chord?

If I got a dollar every time a client asks me to urgently resend project files (mockups, web copies etc) when I’m offline or in a meeting, so can’t respond immediately…well, let’s just say I could comfortably retire in Bali surfing all day!

I’m embarrassed to admit this, but I’ve been in hot waters with clients for working off outdated files (totally missed that last email with an updated version! my bad). The rework was brutal, but more importantly, it made me look like an amateur

Truth be told, I’m not helping myself (or my clients) by allowing email to be the default communication channel for sharing files and collaborating with my clients. As an agency, we need a smarter solution.

Benefits of digitizing your agency business with a modern client portal

Win and retain more clients

Differentiate your business by delivering your clients an integrated digital experience.

A faster way to collect client information

Make collecting data, content, documents and signatures from clients stress-free.

Reduce email back and forth

Centralize client communication and minimize the endless email threads.

Improve productivity with digital workflows

Replace manual paperwork to free up your time, so you can focus on higher-value client work.

Say hello to Portalstack client portal for agencies - managing client relationships just got easier

Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client portal solution for busy web & digital agencies.

man creating online form using client management software


Create online forms in minutes

  • Use our simple but powerful drag-and-drop form builder.
  • Simplify your forms with conditional logic by hiding or revealing fields based on responses to prior questions.
  • Easily track how your clients are progressing with their forms.


Collect signatures with ease

  • Simply upload your document, drag and drop your input blocks, assign to a client and hit ‘Send’ – it’s that easy.
  • Transactional data such as date, time and IP addresses of all signatories to a document is recorded.
  • Keep track of documents pending signatures and schedule automated reminders, if needed.
woman collecting signatures using client management software
man paying invoice using a client management software


Get paid faster with online invoices

  • Create and send beautifully designed online invoices in minutes.
  • Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.
  • Chasing clients for payments is not fun. Schedule reminders to automate gentle nudges to ensure you always get paid on time.


Share project deliverables & milestones

  • Minimize client follow-ups by sharing and updating project milestones
  • Centralize communication with persistent chat messaging.
  • Communicate progress to your clients – add task checklists and progressively tick them off as you complete them.
team collaborating using client management software
team coordinating service requests using a client management software


Centrally manage client service requests

  • Allow your clients to raise and track new service requests and keep them informed of their statuses.
  • Having a centralized view of all client service requests in one place makes it easier to plan, prioritize and deliver your services.
  • Create task templates and add them to service requests to give your clients a fuller work breakdown.


Manage leads using a simple kanban view

  • CRM products were designed for organizations with large sales teams and as a result, they’re often jammed with complex features that many small businesses will never use. 
  • Portalstack comes with a simple kanban styled leads management board.
  • Easily view all your leads under Cold, Warm or Hot statues.
woman uploading and sharing files using client management software


Securely share important files

  • Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.
  • Get notified when your clients open, preview or download a file.
  • Save time by uploading files to a common folder across all clients with ease.


Create and share web-based documents

  • Use our block-styled document editor to create beautiful-looking web-based documents such as proposals, quotes and engagement letters. 
  • Make your documents more engaging with rich content such as images and videos.
  • Get notified immediately when your prospects view or approve your proposals.
man making his documents more engaging with rich content using a client management software
man on a video call using portalstack client management software


Simple in-browser video calling solution

  • Your own unique persistent conferencing link.
  • Simple in-browser video conferencing solution – no downloads, registrations or headaches.
  • Screen share and background blur enabled.


Put reminders on auto pilot​

Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.

Give your clients a unified client portal experience

It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms…soon enough, your clients are on the receiving end of a messy experience. Prevent the chaos by giving your clients a unified client portal experience.

Siloed client business apps

Multiple access points = clumsy client experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

female frustrated with too many tools instead of an all-in-one client portal software

Unified portal experience

Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using portalstack all-in-one client portal software


Your own branded client portal

Customize the look and feel to align with your brand assets. Simply upload your logo and background images, select your color theme and secure your custom URL.

screenshot of customizable elements in portalstack client portal software


Know your key business vitals, at a glance.

Stay in control of your workload and never miss another deadline.

dashboard screenshot of portalstack client portal software


We've made access dead simple for your clients

No sign up required. One persistent link. Secure two-factor authentication.

Add your clients

Add your client details in your Admin Panel, including email and mobile number.

client registration screen in Portalstack client portal software

Share your custom Login link.

We recommend adding your custom URL as a ‘Client Login’ link on your website.

Clients sign in

Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).

client signing into Portalstack client portal software


Manage your full client relationship lifecycle from a single portal

Make it easier for clients to do business with you – from onboarding through to retention and growth. Learn more about Portalstack’s use cases.

Client Onboarding


Document Collection


Client Management


Frequently asked questions

Is there a charge for client access?

No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.

How will my clients access the portal?

When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.

How secure is the data?

We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security first architecture. You can find out more by reading our Security Policy.

Try Portalstack today

14-day free trial. No credit card required.

Client onboarding, document collection and client management in one unified client portal software.

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