Managing several link-building campaigns at once often turns hectic. A common scenario is endless client updates, pending content approval, and feedback stuffed in tons of spreadsheets.
That’s where client portal software for link building agencies comes in. But which one can actually handle branding, communication, and billing all alone?
To get the best one, we’ll explore the leading options. You’ll see what they do well, where they fall short, and which one fits your agency’s daily workflow the best.
Quick List Client Portal Software For Link Building Agencies
- Agency Handy: Best for unifying client management, from automated order-to-task flows to integrated billing and feedback tools.
- Service Provider Pro: Ideal for agencies that prioritize automated recurring billing and live campaign performance dashboards.
- Bonsai: Good for freelancers and small teams seeking a simple, unified system for projects and finances.
- SuiteDash: Best for agencies wanting deep white-label control and powerful workflow automation in one platform.
- Dock.us: Ideal for teams that thrive on structured collaboration using mutual, client-visible action plans.
- Assembly (former Copilot): Good for creating a seamless, connected client journey from e-signatures and intake to messaging.
- Moxo: Best for automating complex, multi-stage client processes with a visual workflow builder.
Comparison Table of Client Portal Software For a Link Building Agency
When you’re running a link building agency, your client portal should simplify operations.
| Platform | Custom Client Intake Forms | Multi Service Listing | Starter Pricing (Monthly) |
| Agency Handy | ✅ | ✅ | $19/month |
| Service Provider Pro | ✅ | ❌ | $129/month |
| Bonsai | ✅ | ❌ | $15/user/month |
| SuiteDash | ✅ | ❌ | $19/month |
| Dock.us | ❌ | ❌ | $350/month |
| Assembly | ✅ | ❌ | $59/month |
| Moxo | ❌ | ❌ | Custom Pricing |
Top 7 Client Portal Software For Link Building Agencies
To find the best client portal software for link building agencies, we went beyond surface reviews. Each platform was tested in real agency-like setups to see how it performs under real workload.
We also studied verified user reviews from G2 and Capterra. After weeks of evaluation, seven client portals stood out. Let’s know about them —
1. Agency Handy
Agency Handy is the best client portal software for link building agency teams that want everything in one system. Instead of switching apps and spreadsheets, you get a single, white-labeled dashboard that shows your own brand.
Add your logo, set your colors, and connect your domain so every client interaction feels like it came directly from you. Plus, each client order automatically turns into tasks that you can assign, track, and prioritize from a clean Kanban board.
At the same time, everyone sees what’s due, what’s next, and how far things have progressed. In fact, clients can log in anytime to see results without waiting for a report.
Teamwork and communication flow naturally here. Clients leave comments on content, review link placements, or submit tickets with files attached. You can assign those tickets right away and keep every conversation inside the portal.
Your billing and relationships stay equally simplified. The built-in CRM connects every lead, invoice, and message under one profile. Automated, branded invoices go out instantly. Thus, you can spend more time building strong backlinks and long-term partnerships.
Key Features of Agency Handy
Agency Handy gives link building agencies everything they need to manage clients, projects, and reporting from one platform.
CRM and Lead Management
Agency Handy helps you manage every client relationship from the first contact to final delivery. Leads move through stages like New, Contacted, Qualified, and Proposal Sent using a clear, visual pipeline.
Once converted, all related data, like orders, invoices, tickets, files, and communication, are automatically linked to the client’s profile.
Multi-Package Service Catalog
It allows you to create a clean, branded catalog of your link building services with clear pricing and package options. You can offer trials, group-related services, or share public catalog links with prospects.
Clients can browse, select, and order link-building packages without back-and-forth discussions.
Custom Forms
Custom Forms let your agency collect project details before any work begins. You can build structured forms for clients to share goals, target URLs, anchor preferences, budgets, or deadlines.
Each submission instantly creates a linked client record and order. Besides, multi-page and sectioned layouts make forms easy to complete. Meanwhile, service add-ons allow clients to request extras.
Order and Task Management
When clients order a service, an order is created automatically. You can then break projects into smaller tasks, assign them to teammates, set deadlines, and track progress from a Kanban board. This visual workflow ensures outreach, writing, and link tracking stay on schedule.
Client and Team Collaboration
With shared task lists, comments, and file uploads, everyone stays aligned. Clients can log in to review work, approve tasks, and leave notes. At the same time, your team can respond directly inside the platform which removes the need for scattered chat threads or long email exchanges.
File Feedback
Agency Handy makes feedback precise and trackable. Upload your link reports, designs, or outreach drafts, and let clients comment directly on the file. Moreover, you can highlight, annotate, or upload new versions for revision tracking.
Ticketing System
This built-in helpdesk keeps client support requests organized. Each ticket can include deadlines, attachments, and a full activity log. Assign tickets to the right team member and track resolution history.
Clients can also upload images or documents, making communication clear and problem-solving faster.
Time Tracking and Timesheets
Time Tracking helps link building agencies understand how much effort goes into each campaign. You can use live timers or manual entry to record hours, view detailed timesheets by service or team member, and ensure no billable work goes unnoticed.
Once tasks are marked complete, logs become view-only for data integrity.
Billing and Subscription Management
Agency Handy automates your billing workflow from start to finish. It generates invoices as soon as an order is placed and supports both one-time and recurring payments. Clients can pay through Stripe, PayPal, Wise, crypto, or manual banking.
In addition, automated reminders handle overdue or renewal notices to keep your cash flow steady.
White-Label Customization
With full white-labeling, your client portal looks entirely your own. Add your logo, use brand colors, connect your domain, and customize email templates. Every touchpoint, from proposals to invoices, carries your brand identity to give clients a consistent and professional experience.
Reporting and Analytics
The reporting dashboard gives you a snapshot of revenue, total orders, open tickets, and client activity. It helps you spot trends, find bottlenecks, and make smarter decisions to improve growth and productivity.
Embed
Embed brings your external tools right into Agency Handy. You can display Google Drive folders, YouTube videos, or Figma designs inside your workspace. On top of that, you can control who can see each embed (team, client, or both), and decide whether to display it in the sidebar or main dashboard for easier access.
Other features that take Agency Handy a step further —
- Coupons
- Add-Ons
- Portfolio
- Tax Configuration
- Workspace Configuration
- Appearance Settings
- Custom Domain
- Sign-In Portal
- Email Setup
- Email Templates
- Custom Invoice
Best Use Cases of Agency Handy
Agency Handy adapts across different industries and agency types.
- SEO and Link Building Agencies: Manage client campaigns from lead intake to link reporting. Track orders, publish reports, and let clients review content or approve backlinks.
- Digital Marketing Firms: Handle multiple clients with organized workspaces, recurring billing, and branded dashboards.
- Content Marketing Teams: Collect briefs using intake forms, manage revisions through File Feedback, and simplify approval cycles.
- PR and Outreach Professionals: Use the CRM and ticketing system to manage contacts, campaign requests, and follow-ups.
- Freelance SEO Consultants: Use a branded client portal with a custom domain to appear professional. Automate proposals, invoicing, and client onboarding without switching multiple tools.
- E-Commerce SEO Specialists: Use task management and analytics to connect backlinks with traffic and conversions.
Pros of Using Agency Handy
- Automates orders, invoices, and subscriptions for faster workflows.
- Customizable forms simplify onboarding and client requests.
- Enhances project transparency with real-time task tracking.
- Simplifies collaboration via built-in feedback tools.
- Offers white-label control for full agency brand consistency.
- Supports secure role-based access for teams and clients.
- Improves support efficiency with a built-in ticket system.
Agency Handy Pricing
Agency Handy comes with three flexible plans to fit your workflow the way you work.
- Freelancer: $19/month billed monthly or $13/month billed annually
- Team Starter: $99/month billed monthly or $66/month billed annually
- Business Pro: $199/month billed monthly or $133/month billed annually
You can start with a 7-day free trial to see it in action. Later on, if you decide to stick with it, you can switch to annual billing to enjoy 4 months free
What Users Say About Agency Handy?
Reviews on G2: 4.9 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.” – Vikas P.
Reviews on Product Hunt: 5 out of 5
“It’s a great tool to manage clients, agencies. it’s a complete solution for agency owner.” – Md Sajal
Reviews on AppSumo: 4.4 out of 5
“It has completely transformed how my agency operates by centralizing client onboarding, task management, billing, and communication into one sleek, intuitive platform.” – genxvalley
Why Should You Choose Agency Handy as Client Portal Software For Link Building Agency?
For a link building agency, your client portal needs to be an extension of your specialized workflow. Agency Handy is explicitly built for this purpose.
Here’s how it meets your core requirements —
| Link Building Agency Requirements | How Agency Handy Meets |
| Centralized workflow management | Combines CRM, tasks, and billing in one dashboard. |
| Transparent client communication | Clients can log in anytime to check link progress, comments, and approvals. |
| Professional, branded experience | Add logo, colors, and custom domain for your agency. |
| Easy content and link approvals | Clients can review, comment, and approve articles or placements directly in the portal. |
| Automated order-to-task flow | Converts new client orders into tasks automatically. |
| Simplified client onboarding | Custom intake forms capture keywords, URLs, and campaign details. |
| Organized client support | Built-in ticketing system manages client issues with priorities. |
| Accurate time and performance tracking | Time logs and analytics dashboards show productivity. |
| Hassle-free invoicing and payments | Auto-generates branded invoices and supports Stripe, PayPal, Wise, and crypto payments. |
| Scalable service delivery | Multi-package catalog lets you sell, upsell, and renew link-building services. |
| Secure client data handling | Role-based permissions and encryption keep all files safe. |
2. Service Provider Pro
Service Provider Pro is a capable client portal for link building agencies that value automated billing. Its drag-and-drop order forms and secure, recurring payments simplify selling your packages.
While its project management is solid, the platform truly excels by letting you build custom, white-label dashboards on your own domain. You can pull in data from other tools to show clients live campaign performance to replace static PDF reports.
Looking ahead to Assembly on our list, the main trade-off is depth of reporting versus workflow integration. SPP gives you detailed campaign insights through custom dashboards. But Assembly focuses on connection. It blends e-signatures, client intake, and project tracking into one simple, unified flow.
Key features
Here are the key features of SPP for a link-building agency —
- Drag and Drop Form Builder: Create custom order and intake forms to collect target URLs, keywords, and client preferences effortlessly.
- White-Label Client Portal: Lets you host a professional client hub on your custom domain with full branding for a smooth experience.
- Project and Task Management: Automatically turns new orders into structured projects with tasks, deadlines, and team assignments for your team.
- Subscription and Recurring Billing: Manage automated invoicing and recurring payments for retainers to save time on manual financial tracking.
- Custom Dashboards: Build client-facing dashboards to display campaign progress and performance metrics.
- Automatic Invoicing and Payment Tracking: Generate and send invoices automatically for every transaction.
Pros
- All-in-one portal for communication, billing, and reporting.
- Automation for orders, subscriptions, and client workflows.
- Clean interface that clients find simple and intuitive.
- Built-in tools for tracking client activity and progress.
- Improves collaboration between clients and internal teams.
Cons
- Basic plan feels restrictive; upgrades required for full use.
- Customization often needs coding knowledge or developer help.
Pricing
Based on your link building agency size and workflow, you’ll need to select SPP’s plan.
- Basic: $129/month (billed monthly)
- Pro: $299/month (billed monthly)
- Plus: $1,500/month (billed monthly)
All plans come with a 14-day free trial so you can test SPP before committing.
What Users Say About SPP?
Reviews on G2: 4.6 out of 5
“Everything feels well thought out and well built, which makes it a pleasure to use every day.” – Nick M.
3. Bonsai
Bonsai offers a strong, all-in-one platform for link building agencies seeking to unify their workflow. Its integrated approach brings client management, projects, and finances into a single system.
Plus, the branded client portal provides a professional hub for your clients to view progress and invoices. With its combined Kanban and Gantt views, you can keep campaigns visually organized from outreach to placement.
When choosing between Bonsai and SuiteDash, consider your primary need. Bonsai provides a unified system for managing outreach campaigns and agency finances together. SuiteDash, however, offers deeper white-labeling and automation to create a branded experience.
Key features
Bonsai comes with an array of features for client, project, and financial management —
- Client Portal: Provides a secure, branded hub for clients to view project updates, invoices, and messages without relying on email.
- Custom Forms: Build forms to collect client intake data, with submissions syncing straight to your CRM.
- Project Management: Combines budgets, tasks, and timelines in one dashboard with Kanban or Gantt views to track progress.
- Task Management: Helps teams stay on track with clear assignments, deadlines, and time logging directly from tasks.
- Time Tracking: Offers in-app timers and automatic timesheets to log billable hours and generate activity reports.
- Invoicing and Payments: Creates branded invoices and accepts payments in multiple currencies with recurring billing options.
Pros
- Simple, professional interface clients enjoy using daily.
- Automates invoices, payments, and reminders for faster cash flow.
- Saves time by connecting tasks to billing automatically.
- Offers clean templates for proposals and reports.
- Helps agencies appear polished with branded documents.
Cons
- Limited customization options for forms and templates.
- Missing advanced client portal views for project tracking.
Pricing
Just pick the one plan out of four Bonsai that matches how you work and grow.
- Basic: $15/user/month
- Essentials: $25/user/month
- Premium: $39/user/month
- Elite: $59/user/month
Teams with 30+ users get a reduced rate, and every plan starts with a 7-day free trial so you can test it before paying.
What Users Say About Bonsai?
Reviews on G2: 4.3 out of 5
“It’s well designed and easy to look at, which makes a lot of tasks that I normally find tedious to be a little more enjoyable.” – David M.
4. SuiteDash
If you want complete control over how your clients experience your brand, go with SuiteDash client portal. Everything can be white-labeled, from your custom domain to a fully branded mobile app. That way, every login and notification feels like it comes from you.
Mainly, its automation guides clients through the entire journey, from signing contracts to receiving proposals and invoices. Each step connects effortlessly to reduce your manual work.
Unlike SPP, which focuses more on billing automation and client dashboards, SuiteDash offers a broader operational toolkit. It’s a better fit if you want to centralize your workflow, from lead capture to final link delivery.
Key features
SuiteDash is an all-in-one platform that combines client portal, project management, and billing into a fully white-labeled experience.
- White-Label Client Portal: Provides a secure, branded hub for clients to view updates, share files, and communicate.
- Automated CRM and Client Management: Helps centralize all client contacts, notes, and files in one place.
- Project and Task Management: Offers Kanban and list views to organize work, with automated triggers to keep projects moving forward.
- Forms and Kickoff Forms: Lets you build custom intake forms to gather project details and automatically kick off new work.
- Billing and Subscriptions: Manages invoices, recurring payments, and payment reminders to stabilize cash flow and simplify finances.
Pros
- Highly customizable for different link-building workflows.
- Offers secure, branded client portals for transparency.
- Automates client onboarding, reporting, and payment reminders.
- Strong white-labeling for agency branding and professionalism.
- Built-in collaboration improves communication with clients.
Cons
- Steep learning curve during initial setup.
- Interface can feel complex for first-time users.
Pricing
Each SuiteDash plan grows with your agency’s business needs. Besides, you can explore the full platform with a 14-day free trial before committing.
- Start: $19/month (billed monthly)
- Thrive: $49/month (billed monthly)
- Pinnacle: $99/month (billed monthly)
What Users Say About SuiteDash?
Reviews on Capterra: 4.9 out of 5
“The ability to create a portal of your dreams. The ability to customize what I want is absolutely amazing!” – Tina R.
5. Dock.us
Dock.us gives you a single, branded client portal where you can keep every part of your link-building campaigns in one place. Instead of going through endless emails, you get a clean workspace for project plans, content approvals, and client updates.
What makes it stand out is the built-in mutual action plans. They help you and your clients stay aligned on what’s next, who’s responsible, and when things are due. You can also share files, exchange feedback, and approve guest posts or outreach content directly inside the portal.
If you weigh Dock.us and Moxo, Dock.us focuses on giving you structure and visibility in your client projects. Moxo, on the other hand, automates multi-step workflow processes into optimized guided actions.
Key features
The following are the core features —
- White-Label Client Portals: Build a centralized, branded hub for clients to access projects, files, and communication in one secure space.
- Project Plans: Create collaborative action plans with timelines and tasks that clients can check off and comment on directly.
- Mutual Action Plans: Lets you and your clients share interactive checklists with assigned owners and deadlines to ensure mutual accountability.
- File Sharing and Feedback: Provides a secure space to share files and collect specific client comments directly on each document.
- Sales Order Forms: Generate and send signable order forms with integrated e-signature support to quickly close new deals.
Pros
- Creates a professional, branded experience for every client.
- Simplifies project tracking with clear timelines and updates.
- Strong collaboration tools keep feedback and files organized.
- Integrates well with Slack for instant client updates.
- Templates make client setup and reporting effortless.
Cons
- Learning curve for first-time users or complex setups.
- Email notifications may sometimes be blocked or missed.
Pricing
Here’s a quick overview of Dock.us plans.
- Free: $0/month
- Standard: $350/month (billed monthly)
- Premium: $750/month (billed monthly)
- Enterprise: Custom pricing
What Users Say About Dock.us?
Reviews on G2: 4.9 out of 5
“I love Dock’s flexibility, its ability to tie into other applications, and its ability to create a one-stop hub for our clients” – Nevada C.
6. Assembly (former Copilot)
For your link building agency, Assembly puts everything you need in one secure portal that carries your brand. It merges client messaging, file sharing, and invoicing, so you can stop jumping between different tools.
You’ll appreciate the integrated eSignature for contracts and the simple Forms App for collecting target URLs and keywords. In fact, it creates a professional workflow from the moment a client signs on.
Now, Bonsai is also a capable platform and handles tasks well. However, Assembly often feels more connected as its communication tools are built right in.
Key features
Assembly offers major features to help your link building agency grow —
- White-Labeled Client Portal: Provides a professional, branded hub where clients can access messages, files, and invoices all in one centralized place.
- Forms App: Lets you build custom forms to collect client intake data, project details, and file uploads in an organized way.
- Contracts and eSignatures: Manage the creation and tracking of legally binding documents, allowing clients to sign contracts securely online.
- Invoices and Payments: Generate and send branded invoices, accept various payment methods online, and automate reminders for overdue bills.
- Files App: Offers a secure space to share project files and folders with clients, controlling who can view or edit them.
Pros
- Simplifies client onboarding with branded workspaces.
- Helps teams manage deliverables and approvals efficiently.
- Offers strong client visibility into project progress.
- Supports automation through integrations like Zapier.
- Allows file sharing, messaging, and payments in one space.
Cons
- Forms and contracts setup can be time-consuming.
- Pricing tiers may feel high for very small teams.
Pricing
Assembly offers flexible pricing options for your agency.
- Starter: $59/month (billed monthly)
- Professional: $189/month (billed monthly)
- Advanced: $499/month (billed monthly)
- Enterprise: Custom pricing (billed monthly)
Each plan includes a 14-day free trial, so you can explore the platform before committing.
What Users Say About Assembly?
Reviews on G2: 4.8 out of 5
“Having dedicated, organized spaces for each client streamlines my workflow, keeps communication clear, and creates a more professional experience for both me and my clients.” – Amanda G.
7. Moxo
If you’re managing complex client processes at your link building agency, Moxo is built to automate them. Its visual workflow builder and built-in e-signatures transform messy approvals into clear, structured sequences.
Meanwhile, magic links remove the usual client login hassles. Besides, you’ll find Moxo shifts your portals from passive spaces into guided environments. For instance, you can build custom paths for content onboarding or outreach approval that actively guide your clients.
Now, Dock.us is great for straightforward collaborative plans. But Moxo is the smarter choice for automating those plans. If your team handles recurring client journeys with multiple stages, Moxo’s automation can be an efficient choice.
Key features
Moxo transforms client collaboration with action-driven portals that guide clients through structured workflows and tasks.
- Action-Driven Client Portals: Create interactive hubs where clients can actively complete tasks, submit files, and sign documents without login friction.
- Visual Workflow Builder: Lets you design multi-step, automated processes for client onboarding and project delivery using a simple drag-and-drop interface.
- Playbooks and Reusable Templates: Standardize common processes like client intake with ready-made templates to save setup time.
- Collaboration in Context: Manage all communication with built-in messaging, file sharing, and video calls directly within each client’s workflow.
- Service Requests: Provides a structured system for clients to submit support requests, which are then intelligently routed to the correct team member.
Pros
- Creates branded client portals for a professional experience.
- Simplifies onboarding and reporting with clear workflows.
- Keeps projects organized and team collaboration effortless.
- Secure environment for sharing sensitive campaign files.
- Simplifies client approvals and progress tracking.
Cons
- Limited third-party integrations on lower-tier plans.
- No built-in time tracking for task-level reporting.
Pricing
Choosing the right Moxo plan depends on how much automation, customization, and control your business needs.
- Business: Custom pricing (contact sales)
- Business Pro: Custom pricing (contact sales)
- Enterprise: Custom pricing (contact sales)
Moxo doesn’t offer a free trial but provides demos and consultations to help businesses find the right fit before committing.
What Users Say About Moxo?
Reviews on Capterra: 4.1 out of 5
“Moxo is my everyday App because it’s very easy to send message, documents signing, even video calls. Super clean and easy to use.” – Evelyn L.
So, What is the Best Client Portal Software for Link Building Agency?
If you’re running a link building agency, Agency Handy stands out as the most complete client portal solution. It brings your CRM, tasks, billing, and client chats into a single branded dashboard.
The best part? It automates your everyday work. From turning new client orders into tasks to sending branded invoices, everything runs smoothly. You can add your logo, domain, and colors so your portal feels 100% yours.
The dashboard keeps client, revenue, and order metrics organized, while forms and tickets make collaboration simple. On top of that, its plans start at $19/month, with a 7-day free trial and 4 months free on annual billing.
Thus, it’s a solid deal if you’re ready to scale your agency efficiently.
Key Features to Look For in a Client Portal Software for Link Building Agency
Selecting the right portal depends on a few core capabilities that simplify collaboration and project management.
- White-Label Branding: Ensure the tool has full white-labeling so that you can apply your logo, colors, and custom domain.
- Custom Client Intake Forms: Look for a form builder to create structured intake forms to simplify onboarding by systematically collecting target URLs, keywords, etc.
- Automated Order-to-Task Flow: Look for tools that automatically convert new client orders into assigned tasks to create a visual workflow.
- Integrated Billing and Invoicing: Select a platform that generates branded invoices and automates recurring payments.
- Centralized File Feedback: Choose a system that lets clients leave comments directly on files, like link reports or content drafts.
Conclusion
For a link building agency, a strong client portal keeps your workflow clean, your clients confident, and your team aligned. When every campaign involves content approvals, outreach tracking, and updates, having everything in one place makes your operations far smoother.
That’s where Agency Handy excels. It brings your CRM, billing, and project tracking together in one branded workspace. You can automate tasks, white-label every touchpoint, and manage collaboration without jumping across tools.
FAQs
What is client portal software for link building agencies?
Client portal software gives link building agencies a branded, secure space to manage client communication, approvals, and payments—all in one place. It centralizes workflows to keep teams organized and transparent.
Why do link building agencies need a client portal?
Agencies need a client portal to simplify content approvals, client communication, and billing. Meanwhile, it offers clients real-time visibility into campaign progress and link placements.
How do clients use the portal in link building projects?
Clients log in to view progress, approve guest posts, track backlinks, upload or review files, submit tickets, and pay invoices. It removes endless email threads and ensures organized communication throughout the project.
