Running a design agency usually involves chasing emails, juggling files, and waiting on client updates. It wastes time, slows projects, and frustrates everyone.
That’s why client portal software for design agencies matters. It gives you one hub to manage projects, feedback, and payments in real time.
And today, we’ll walk you through the best tools, the features that matter, and how to pick the right solution for your agency.
Quick List of The Best Client Portal Software for Design Agencies
- Agency Handy: Best for client, project, file feedback, proposals, and invoice management.
- Clinked: Ideal for secure file sharing with version control and permissions.
- Copilot: Great for agencies wanting built-in billing and contract workflows.
- SuiteDash: Perfect for full white-label portals with deep automation options.
- Aligned: Ideal for sales-driven agencies needing mutual action plans.
- ManyRequests: Good for managing design requests with service catalogs.
- Queue: Best for simple branded portals with flexible payments.
- Dock: Perfect for structured onboarding and real-time client engagement tracking.
- Softr: Great for no-code agencies wanting flexible, data-driven portals.
- Motion.io: Ideal for loginless client collaboration with automated reminders.
Best Client Portal Software for Design Agencies: Quick Comparison Table
Here’s a quick table highlighting the features to look out for when selecting the best agency client portal for designers —
| Software | Max Storage | Client Approval Workflow | File Feedback and Annotation | Pricing Per Month |
| Agency Handy | 10 TB | ✅ | ✅ | $19/month |
| Clinked | 5 TB | ✅ | ❌ | $119/month |
| Copilot | 10 TB | ❌ | ❌ | $59/month |
| SuiteDash | 2 TB | ✅ | ❌ | $19/month |
| Aligned | 1 TB | ❌ | ❌ | $29/month |
| ManyRequests | 1 TB | ❌ | ✅ | $29/month |
| Queue | 2 TB | ✅ | ✅ | $49/month |
| Dock.us | Not Mentioned | ✅ | ✅ | $350/month |
| Softr.io | 250 GB | ❌ | ❌ | $59/month |
| Motion.io | 5 GB | ✅ | ✅ | $19/user/month |
Top 10 Client Portal Software for Design Agencies You Can Choose From
We tested out more than 20 promising client portal software. While testing, we focused on an array of features, including branding customization, file feedback, intake form, task management, etc.
Finally, we got our hands on the 10 leading client portal software for agencies. Here’s our detailed review.
1. Agency Handy
When you’re running a design agency, you need smoother projects, fewer interruptions, and a client-friendly space. Agency Handy helps you get there by bringing communication, billing, and project management into one platform.
You can add your logo, set your colors, and link a custom domain. That way, every proposal, invoice, and email feels like it came directly from your team. Plus, as soon as a client orders a service, Agency Handy creates the project for you.
From there, you can break it into tasks and assign them to your designers. Most importantly, you can track progress through a Kanban board. Thus, clients can check progress in real time, so you won’t get flooded with update requests.
Feedback is clear and easy, too. Clients can leave notes on PDFs, images, or even live web pages to give you clear direction without cluttered inboxes. Add integrated payments, whether PayPal, Stripe, Wise, or crypto.
On top of that, you have everything linked, including tasks, files, and invoices.
Features of Agency Handy
Here are the features that make Agency Handy the best web portal software for design agencies —
White-Label Customization
Agency Handy lets you fully align the portal with your agency’s identity. It allows you to upload your logo, apply your brand colors, and connect a custom domain.
Plus, emails, invoices, and proposals are also customizable, so every client touchpoint carries your professional look.
Multipackage Service Catalog
With Agency Handy, you can create a catalog of services with clear descriptions and pricing options. Also, you can group related services, offer trial versions, and make the catalog public, or embed it on your website.
From there, clients can pick what suits them best without unnecessary back-and-forth.
Custom Intake and Order Forms
Its custom forms let you collect structured information about project goals, budgets, and add-ons. Once submitted, a client profile and order are created automatically.
In fact, you can split the forms into sections or pages to make submissions easier and more organized.
Order and Task Management
When a client places an order, Agency Handy automatically logs it into the system. You can split projects into smaller tasks, assign team members, set deadlines, and monitor everything with a Kanban board.
This structured view keeps work organized and ensures projects stay on track.
File Feedback
Agency Handy organizes design reviews by letting clients comment directly on images, PDFs, videos, and even live websites. Also, it supports uploading multiple file versions to create a clean revision trail.
Now, the updated interface makes feedback even faster, clearer, and easier to manage.
Time Tracking
With real-time timers or manual entries, you can log every work session accurately. On top of that, entries are stored in timesheets that can be filtered by team members, tasks, or service.
Once a task is marked done, time logs become read-only, ensuring accurate records.
Billing and Subscription Management
Invoices are automatically generated with every client order, supporting both one-time and recurring billing. You can set one-time or recurring pricing, choose currencies, and add payment reminders.
Meanwhile, clients can pay through PayPal, Stripe, Wise, crypto, or manual banking. The system also sends reminders for unpaid invoices or renewals, helping you keep finances organized.
Ticketing System
Clients can raise tickets effortlessly, attach files, and track progress in real time. In the meantime, you can assign these tickets to the right team member with deadlines and priorities.
A full update history is also included to improve response time and ensure no request gets lost.
Secure Access and Data Management
Agency Handy provides role-based permissions with roles like Super Admin, Admin, Manager, or Assignee. You can even customize sidebar visibility for each role.
In fact, data is encrypted to protect sensitive files, billing info, and client communications.
Embeds
The Embed tool brings external content into your workspace, like Google Drive, YouTube, Figma, or Docs. You choose visibility settings (team-only, clients, or both) and place embeds where you need them.
It keeps tools and resources centralized, cutting down on constant tab switching.
Other features of Agency Handy —
- Workspace: Manage branding details like logos, names, addresses, customize sidebar, and timezone for a consistent setup.
- CRM: CRM organizes your pipeline with clear stages like Contacted, Qualified, and Proposal Sent.
- Tax Rate Configuration: Define tax rules by country, state, or zip code with inclusive/exclusive options for accuracy.
- Coupons: Create discount codes with flexible rules—fixed or percentage, limited use, or first-purchase only.
- Add-Ons: Offer extra services as one-time purchases, giving clients clear upsell choices without confusion.
- Sign-in Portal: Personalize the login page with your own heading, image, and subtext for a branded entry point.
- Email Setup: Authenticate your domain and configure SMTP for secure, branded email delivery.
- Email Templates: Build ready-to-use templates for tasks, proposals, invoices, and reminders to streamline communication.
Best Use Cases of Agency Handy
It’s an ideal platform for managing projects, client communication, and workflows across various design and creative agencies. Here are the best use cases:
- Graphic Design Studios: Manage design proofs, revisions, and approvals in one portal. Clients can leave comments directly on files, speeding up creative feedback loops.
- Web Design Agencies: Share live project updates, embed Figma files, and collect structured intake forms.
- Branding and Identity Firms: White-label customization ensures the website client portal reflects the agency’s own branding.
- Marketing and Creative Agencies: Run campaigns with task boards, shared files, and automated billing. Clients see real-time progress and invoices in one place to avoid scattered communication.
- Freelance Designers and Small Teams: Offer a professional client hub with invoicing, file feedback, and project updates.
- Video and Motion Graphics Studios: Upload large video files, get timestamped client comments, and manage version history.
- UX/UI Agencies: Integrate prototypes and track revisions through tickets and tasks. Clients can test, review, and request updates directly in the portal.
Pros of Using Agency Handy
- Automatic client portal invite after purchase.
- Track order progress with clear Kanban boards.
- Real-time client collaboration through file feedback.
- Store large project files with 20 TB of storage.
- Complete white labeling on all plans for a branded experience.
- Recurring invoicing automation with scheduled payment reminders.
Agency Handy Pricing
Agency Handy offers three-tiered pricing plans for businesses of all sizes —
- Solopreneur: $19/month (billed monthly) and $19/month (billed annually)
- Teams: $99/month (billed monthly) and $66/month (billed annually)
- Pro: $199/month (billed monthly) and $149/month (billed annually)
What Users Say About Agency Handy?
Rating on G2: 4.9 out of 5
“The setup was notably easy, saving me time. I appreciate the custom branding capabilities which uplift my brand and instill confidence in my clients.” – Brittany N.
Rating on Product Hunt: 5 out of 5
“Truly All in One solution forfreelancers and Agencies” – Israt Jahan
Rating on Trustpilot: 3.8 out of 5
“Agency Handy is perfect for any type of creative studio, they offer a lot of features which will make your agency actually complete.” – Michel Pronk
Why Should You Choose Agency Handy for Your Design Agency?
Here’s how Agency Handy solves the problems most design teams face every day —
| Challenges Design Agencies Face | How Agency Handy Meets |
| Struggling to manage client work across scattered apps | Unified portal with tasks, files, feedback, and billing in one place |
| Endless emails for updates and approvals | Custom branded client portal with real-time progress, comments, and approvals |
| Losing track of revisions and file versions | Built-in file feedback with version history and on-file comments |
| Difficulty tracking project progress and deadlines | Kanban boards, priorities, and time tracking |
| Late or missed payments | Automated invoices and reminders |
| Limited visibility into client history | CRM with full interaction logs, proposals, orders, and invoices |
2. Clinked
Managing client work can be time-consuming if everything is scattered across emails and files. Clinked fixes that. This client web portal software gives design agencies a secure portal where projects, documents, and feedback stay in one place.
You’ll find version control, access permissions, and on-file comments that reduce confusion. Add in mobile apps plus integrations like Google Drive and DocuSign, and your workflow keeps pace with deadlines.
It’s not perfect, though. Search could be sharper. As Naama A. put it on G2: “It works, but sometimes I wish I could filter more easily.”
Further Read: 6 Best Clinked Alternatives & Competitors for Agencies!
Features of Clinked
Let’s explore the features that make Clinked one of the best client portals for web designers —
- White-Label Branding: Customize the customer portal design with your agency’s logo, colors, and custom domain.
- File Sharing and Management: Securely share and collaborate on design files with version control and an audit trail to track changes.
- Notes and Document Collaboration: Discuss design files and documents within the portal to simplify feedback.
- Tasks and Project Management: Create, assign, and track tasks to stay organized and on schedule.
- Shared Calendar: Schedule design reviews, meetings, and deadlines on a shared calendar for better transparency and coordination.
- White-Label Mobile App: Provide clients with a branded mobile app for easy access and collaboration.
Pros of Clinked
- Branded portals that impress design clients quickly
- Centralized hub reduces scattered tools and missed updates
- Easy file sharing with version control for projects
- Secure platform with strong compliance certifications
- Clear task management with Kanban and calendars
Cons of Clinked
- Heavy design files may load slower in previews.
- Search function can feel basic for older files.
Clinked Pricing
Clinked offers flexible options that grow with your business.
- Lite: $119/month
- Standard: $299/month
- Premium: $599/month
- Enterprise: Custom pricing.
If you go for annual plans, it can save you 20% and for two years can save 35%. Plus, free trials are available on Lite, Standard, and Premium.
What Users Say About Clinked?
Rating on Capterra: 4.9 out of 5
“Clinked offers a powerful client portal solution at a fraction of the cost of traditional virtual data rooms (VDRs).” – Sandra R.
3. Copilot
Design agencies are often tired of chasing emails and switching tools just to keep clients updated. That’s why Copilot pulls everything, from messages, files, contracts, to invoices.
For your design teams, the payoff is obvious. Workspaces stay organized, forms and eSignatures cut delays, and billing runs smoothly with ACH, credit cards, or Apple Pay built right in.
The downside? It’s not a cheap portal software, and mobile access is still limited. As Zack K. noted on G2, “Our clients are on the go a lot… they’d love an iOS or Android app.”
Features of Copilot
Copilot offers a range of features and customization capabilities that make it the best portal software for design agencies —
- Branded Client Portal: Fully customizable to reflect your agency’s branding for a professional client experience.
- File Sharing: Dedicated Files app for sharing design work, allowing easy comments and real-time client feedback.
- Form Collection: Customizable forms for collecting feedback, approvals, and data.
- Billing and Payments: Manages invoicing, subscriptions, and online payments within the portal.
- Client Onboarding: Speeds up onboarding with kickoff forms and document signing.
- Client Communication: Facilitates secure one-to-one messaging with clients where you can share attachments.
- Workflow Automation: Handles repetitive tasks using triggers, actions, and conditional logic.
Pros of Copilot
- Direct messaging with clients keeps conversation centralized.
- Easy client onboarding with a branded client portal.
- Automates tasks with Zapier integration.
- Customizable user roles and permissions.
- The Helpdesk app helps customers resolve issues on their own.
Cons of Copilot
- File annotation is not available.
Copilot Pricing
Copilot offers 4-tiered pricing plans along with 14 days free trial.
Note to designer: Pricing has changed.
- Starter: $59/month
- Professional: $189/month
- Advanced: $499/month
- Enterprise: Custom pricing
What Users Say About Copilot?
Rating on Capterra: 4.7 out of 5
“Marlon got me set up within minutes and the client portal is very easy to customize and prepare for our clients.” – Hayes C.
4. SuiteDash
Every design agency lives or dies by how branded its client experience feels. SuiteDash gives you a fully branded portal where proposals, invoices, and projects run under your name.
The platform goes deeper than logos and colors. It’s automated onboarding walks your clients through contracts, forms, and scheduling. Meanwhile, project dashboards, Kanban boards, and secure file exchange keep creative work moving.
Billing connects straight to projects, whether it’s subscriptions, installments, or one-time payments. However, the tradeoff is complexity. As Seb D. put it on G2, “At first, it seems a bit overwhelming… but there are a lot of training videos to help.”
Further Read: Top 11 SuiteDash Alternatives to Manage Your Business
Features of SuiteDash:
SuiteDash is a feature-rich portal development software with amazing capabilities that will improve your agency workflow —
- White Labeling: Customize every aspect of the platform, including logos, colors, and URLs, to reflect your brand identity seamlessly.
- Project Management: Use features such as Kanban boards, task templates, time tracking, and file sharing.
- Advanced Custom Menus: Tailor the platform’s navigation to suit specific roles or client needs.
- FLOWs Automation Toolkit: Design and implement complex, logic-based workflows to automate repetitive tasks.
- Dynamic Proposals Toolkit: Create interactive, customizable proposals that clients can review and approve online.
- Support Tickets Toolkit: Manage client inquiries and issues efficiently through a structured ticketing system.
Pros of SuiteDash
- Full white-labeling keeps your brand front and center
- Automated onboarding makes client setup fast
- Dynamic proposals and eSignatures speed up client approvals
- Project dashboards give teams and clients clear visibility
- Mobile app keeps clients connected on the go
Cons of SuiteDash
- Steep learning curve due to wide feature set
- Setup process can feel overwhelming at first
SuiteDash Pricing
SuiteDash offers three pricing tiers, all of which support unlimited users.
- START: $19/month
- THRIVE: $49/month
- PINNACLE: $99/month
What Users Say About SuiteDash
Rating on G2: 4.8 out of 5
“The intuitive interface allows me to seamlessly manage tasks, and the client portal adds a professional touch that impresses my clients every time.” – Seb D.
5. Aligned
Tired of clients disappearing into email chains? We’ve seen that stall too many design projects. Aligned solves it by putting proposals, mockups, and feedback in one branded link your clients actually use.
You get visibility into who’s engaged and can push projects forward with Mutual Action Plans that set clear tasks and deadlines. It’s structured enough to keep deals moving, without adding more tools to manage.
However, don’t expect deeper customization like Agency Handy. As one G2 reviewer, Jacob R. put it, “The biggest area for improvement is branding and UX customization.”.
Features of Aligned
Aligned offers advanced sales features, a client portal with content management, AI capabilities, and analytics —
- White Label and Branding: Customize portals with your logo, banners, and URLs to deliver a polished, professional client experience.
- Customer Engagement Hub: Centralize conversations into clear topics, tag stakeholders, and replace endless threads with organized discussions.
- Customer Project Plans: Create structured timelines and reminders that guide clients through onboarding, milestones, and delivery phases.
- Digital Sales Rooms: Create a single shared hub where proposals, files, and updates live with no email clutter or confusion.
- Secure Sharing and Permissions: Control visibility with six permission levels, ensuring sensitive client files stay safe and accessible only where needed.
- Onboarding and Renewals Hub: Simplify client onboarding and renewals by centralizing resources, discussions, and accountability in one workspace.
- Integrations: Connect with tools like Slack, HubSpot, Zoom, and Google Slides to embed workflows directly into client workspaces.
Pros of Aligned
- Improves professionalism with branded workspaces.
- Keeps all client files, tasks, and chats in one place.
- Simplifies collaboration and reduces email threads.
- Builds accountability with shared plans and clear timelines.
- Provides real-time insights into client activity and interest.
Cons of Aligned
- Branding and customization options feel somewhat limited.
- Advanced analytics often require higher-priced plans.
Aligned Pricing
Aligned offers flexible plans designed to fit individuals, growing teams, and enterprises.
- Starter: $0 (Free forever)
- Basic: $29/month or $24/month billed annually
- Pro (Most Popular): $49/month or $40/month billed annually
- Enterprise: Custom pricing
You’ll get a free trial with all paid plans and get an 18% discount on annual billing.
What Users Say About Aligned
Rating on G2: 4.8 out of 5
“I didn’t like that integrating google calendar causes every calendar invitation from there on out to say “powered by aligned”.” – Samuel H.
6. ManyRequests
Clients often need updates at odd hours, and design files can easily get buried in long threads. ManyRequests steps in as one of the best customer portal platforms to simplify that back-and-forth with a centralized client portal.
You can customize everything, like domain, logo, and emails, so the portal feels like an extension of your studio. Plus, clients can leave design feedback directly on files, track hours against service packages, and even pay invoices without leaving the dashboard.
The only drawback is that, unlike Agency Handy, its project tracking feels less tied to orders, which some agencies may miss.
Features of ManyRequests
Here are its core features, explained clearly for agency use cases.
- White-Label Client Portal: Create a branded hub with logo, colors, custom tabs, and connect your domain to reflect your agency’s brand.
- Checkout Forms and Service Catalog: Build a browsable catalog and checkout forms for services.
- Client Onboarding and Auto-Invites: Build sign-up pages and auto-invite clients to start the project quickly.
- File Storage and Sharing: Manage unlimited files with large uploads, organized folders, and secure sharing.
- Brand Profiles: Store client logos, colors, and guidelines in dedicated sections.
- Client Teams and Roles: Let clients add teammates with role-based permissions to centralize collaboration.
- Billing and Invoicing: Create one-off or recurring invoices with custom templates, reminders, and Stripe integration to simplify payments.
Pros of ManyRequests
- White-label portals for a branded experience.
- Manages design requests and client feedback.
- Handles one-off and recurring services efficiently.
- Tracks project profitability and team productivity.
- Offers file annotations and inline commenting.
Cons of ManyRequests
- Steep learning curve for new users.
- Occasional slow loading times were reported.
ManyRequests Pricing
ManyRequests offers flexible plans designed for agencies of all sizes, from startups to scaling teams
- Starter: $29/month or $19/month billed annually
- Core: $59/month or $39/month billed annually
- Pro (Most Popular): $99/month or $79/month billed annually
Every plan starts with a 14-day free trial along with a discount of up to 34% on annual billing.
What Do Users Say About ManyRequests
Rating on G2: 4.5 out of 5
7. Queue
Design agencies often lose hours chasing emails, clarifying tasks, or waiting for feedback. Queue changes that by giving you one modern client portal where clients and teams stay aligned.
You can package services as subscriptions, one-offs, or hybrids and let clients adjust their own plans. Plus, clients can leave feedback right on videos, images, PDFs, or even live sites, while the taskboard keeps everyone’s progress visible.
The gap? Automation depth. As Alton P. on G2 put it, “Zapier support is helpful but restrictive for deeper workflows.”
Further Read: Best Queue Alternatives & Competitors
Features of Queue
Queue brings together collaboration, task management, billing, and client feedback into a single branded hub.
- White-Labeled Client Portal: Provide a fully branded portal for client requests, file reviews, and subscription management in over 20 languages.
- Task Request Forms: Build custom forms with fields, logic, and file uploads to capture detailed project requirements from the start.
- Flexible Checkout and Payments: Create subscription, one-time, or hybrid services with add-ons, credit tracking, and secure payments through Stripe or PayPal.
- Built-In Invoicing: Send invoices directly from projects, track payments instantly, and keep revenue visibility clear without external tools.
- Taskboard with Client and Team Views: Manage tasks transparently with private comments, recurring templates, task limits, and import options from Trello.
- Design and Website Feedback Tools: Collect feedback on images, videos, PDFs, and live websites using annotations, timestamped comments, and version control.
- Onboarding Checklists: Create interactive checklists to request files, schedule calls, or share onboarding resources.
Pros of Queue
- Task submission and tracking systems are available.
- Secure payments with custom checkout options.
- Incentivizes referrals and tracks analytics.
- Efficient onboarding with customizable checklists.
- Real-time collaboration improves team communication.
Cons of Queue
- Not a scalable solution for larger businesses.
Queue Pricing
Here’s how the plans of Queue are structured —
- Starter: $0 (Free until you land your first client)
- Growth: $49/month
- Scale: $149/month
On top of that, you get a free trial with all plans.
What Users Say about Queue
Rating on G2: 4.9 out of 5
“We love how clean and branded the interface is for clients, the ability to share feedback across formats (images, PDFs, video links), and track revisions.” – Alton P.
8. Dock
If you’re running a creative or digital agency, Dock.us helps you remove messy folders by giving clients a single branded space. Everything from files to timelines to feedback lives in one clear hub they can actually use.
You’ll like how the white-label portals showcase your branding, how project plans turn into simple checklists. With its built-in engagement tracking, you can spot renewal risks early.
However, G2 reviewer, Nikki G., noted: “comments still tell us they were made “5 days ago” instead of listing an actual date.”
Features of Dock.us
Here are its core features —
- White-Labeled Client Portal: Provide a branded hub for clients to submit requests, review designs, and manage subscriptions in multiple languages.
- Task Request Forms: Build custom intake forms with text fields, file uploads, and logic to capture clear project requirements from clients.
- Onboarding Checklists: Build interactive onboarding flows with file requests, videos, and surveys to gather client information without email clutter.
- Design Feedback Tools: Collect contextual feedback on images, videos, PDFs, and live websites using annotations, timestamps, and responsive checks.
- Flexible Checkout and Payments: Create one-time, subscription, or hybrid services with add-ons, coupons, and secure payments via Stripe or PayPal.
- Built-In Invoicing: Generate invoices directly from projects, track payment status instantly, and keep billing centralized within the client portal.
- Taskboard Views: Organize projects with client-facing boards, private team comments, recurring templates, and task limits to keep workflows efficient.
Pros of Dock.us
- Flexible customization for different client needs and projects.
- Centralizes resources for smoother collaboration and visibility.
- Strong customer support with quick, helpful responses.
- Improves onboarding efficiency with templates and checklists.
- Provides real-time analytics to track client interactions.
Cons of Dock.us
- Limited integrations compared to broader SaaS ecosystems.
- Email notifications are sometimes unreliable for clients.
Dock.us Pricing
Queue offers flexible pricing customized to your team’s size and growth stage.
- Free: $0/month
- Standard: $350/month billed monthly
- Premium: $750/month billed annually
- Enterprise: Contact us
What Users Say About Dock.us
Rating on G2: 4.9 out of 5
“More integrations. I would love to see it integrate with Stripe directly after Order Form signed or be able to use Zapier to fill gap. Notes on the internal side.” – Ashley M.
9. Softr
We know how complex client work can get when everything lives in emails, spreadsheets, and random tools. That’s where Softr.io helps.
It gives you a no-code client portal where all your data, files, and updates sit in one place, branded for your agency. Plus, you can connect it up with Airtable, Google Sheets, or Notion. Also, the drag-and-drop setup means you can adjust as the client’s needs change.
That said, some reviews mention limits with customization. As Brady A. noted on G2: “I think only that it doesn’t support more data sources.”
Features of Softr
Here’s a breakdown of its standout features —
- Custom Client Portals: Create branded, secure portals that centralize client communication, documents, and project updates.
- Branding & White-Labeling: Deliver a professional experience by customizing layouts, logos, and colors to reflect your agency’s brand identity.
- Client Onboarding: Simplify onboarding through pre-built signup/login pages and conditional forms.
- Project Management: Provide shared views of tasks, timelines, and milestones, ensuring clients and teams stay aligned.
- Drag-and-Drop Builder: Build sleek, professional interfaces quickly using 100+ customizable blocks.
- Billing and Payments: Generate invoices, accept one-time or recurring payments via Stripe or PayPal, and simplify the payment experience.
- Reporting and Dashboards: Share interactive dashboards, embed analytics, and present real-time insights.
Pros of Softr
- Easy customization to fit different client workflows.
- Central hub reduces reliance on scattered tools.
- Professional branding improves client-facing presentation.
- Templates speed up onboarding and repeat projects.
- Real-time analytics reveal client engagement patterns.
Cons of Softr
- New users face a learning curve with features.
- Email notifications don’t always reach client inboxes.
Softr Pricing
Softr offers a lot of flexibility with its plans. You can opt for the free version or go for any of its four-tiered pricing plans:
- Basic: $59/month (billed monthly) and $49/month(billed annually)
- Professional: $167/month (billed monthly) and $139/month (billed annually)
- Business: $323/month (billed monthly) and $269/month (billed annually)
- Enterprise: Contact Softr for custom pricing
What Users Say About Softr
Rating on G2: 4.7 out of 5
“The drag-and-drop interface made building our client portal surprisingly easy without any coding skills needed.” – B C.
10. Motion.io
We’ve all been there, waiting on clients for files or chasing down approvals that stall projects. With Motion.io, you give clients a simple, branded portal that cuts out those delays.
You can assign tasks, request assets, and keep clients updated. Meanwhile, its reusable templates and real-time trackers help you focus more on delivering designs.
One drawback noted in reviews is the limited scheduling options. As Todd B. shared on G2, “I wish their forms were embeddable for easier setup.”
Features of Motion.io
Motion.io provides multiple features to simplify onboarding, collaboration, and project management.
- Client Portals: Create branded, loginless portals that centralize communication, tasks, and files.
- Design Proofing: Gather clear feedback on images, PDFs, videos, or audio with visual comments and approvals inside branded portals.
- Task Management: Assign tasks, collect files, and request approvals with automated reminders.
- Client Onboarding: Roll out structured onboarding workflows with automated checklists, forms, and reminders.
- Customizable Portals: Build fully branded spaces with videos, forms, and integrations.
- Forms Automation: Create custom forms for intake, feedback, or approvals, with built-in reminders.
- File Management: Collect, share, and organize client files securely in one hub, with automatic reminders for missing documents.
Pros of Motion.io
- Branded portals create a professional client experience.
- Centralized hub reduces emails and scattered communication.
- Automated reminders keep projects moving without chasing clients.
- Task tracking ensures clear ownership and accountability.
- Built-in approvals simplify creative and project reviews.
Cons of Motion.io
- Limited integrations compared to larger platforms.
- Forms and contracts not fully embeddable everywhere.
Motion.io Pricing
Choosing the right Motion.io plan is simple.
- Start: $19/user/month or $17/user/month billed annually
- Grow: $29/user/month or $26/user/month billed annually
- Scale: $49/user/month or $44/user/month billed annually
You can try Motion.io free for 14 days, and annual billing can save you 10% off your total.
What Users Say About Motion.io
Rating on G2: 4.9 out of 5
“It allows you to bring your team and clients into one centralized portal, using a magic link that enables your customer to hop on and send a message or respond to a question without having to log in each time.” – Philip A.
Key Features to Consider While Choosing The Best Client Portal for Design Agencies
When choosing a client portal development software for design agencies, prioritize features that improve collaboration and efficiency. Here are the key considerations —
- User-Friendly Interface and UX Design: It should have a clean, modern design with straightforward navigation to provide an intuitive experience for both clients and agency teams.
- Branding and Customization: Look for a portal that offers customization options, like logos, colors, and custom domains. Advanced ones should allow you to even customize sidebars as well.
- Comprehensive Feature Set: The portal should offer tools for design workflows. It must include project management, task tracking, annotation, and collaboration features.
- Integration Capabilities: The portal should integrate with essential tools like project management, communication platforms, and accounting systems. It reduces tool-switching and improves workflow efficiency.
What is The Best Client Portal Software for Design Agencies?
The best client portal software for design agencies is Agency Handy, period. It puts projects, billing, and client updates in one clear dashboard.
With full white-label branding, Kanban boards to track progress, and file feedback built right in, you get smoother workflows. At the same time, clients can check status in real time, pay invoices, and leave comments directly on designs.
On top of that, you’ll find CRM, subscription billing, analytics, and secure access, all priced fairly. All of these make it the go-to choice for growing design agencies.
Wrapping Up
Client portal software for design agencies is essential for keeping projects organized, feedback clear, and billing seamless. The right tool replaces scattered emails and endless updates with one secure and branded hub.
Among the options, Agency Handy stands out with real-time file feedback, clear Kanban tracking, and built-in billing. Plus, it keeps tasks, invoices, and files connected to give design agencies a professional system.
FAQs
Can clients review and approve design drafts directly through the portal?
Yes, tools like Agency Handy and ManyRequests provide approval workflows and real-time feedback. They enable clients to review, comment, and approve design drafts seamlessly, reducing email back-and-forth.
Can I organize design projects by client or project type within the portal?
Yes, Agency Handy uses Kanban boards and custom categories, while SuiteDash and Zoho Creator offer advanced project categorization.
Does the portal support file version control for design drafts?
Yes, Agency Handy offers version control, allowing teams to track changes, revert to previous versions, and maintain a clear history of revisions.
Can clients access project timelines and track progress in real time?
Yes, Agency Handy provides real-time Kanban boards, while Aligned and SuiteDash include timelines and Gantt charts, letting clients track milestones.
Are client portals secure?
Yes, reputable client portals implement robust security measures like encryption, access controls, and compliance certifications to safeguard sensitive data.
