How to Create a Framer Client Portal [Step by Step] in 2025

Framer builds beautiful websites but lacks client portal features. You won’t find built-in file sharing, project tracking, or client messaging tools.

That’s what we’ll discuss today – how you can build a client portal in Farmer exactly. And you’ll also find the best client portal software solutions instead of building one from scratch. 

Key Takeaways

• Framer doesn’t include a built-in client portal. You’ll need to use external tools to manage services, clients, tasks, and invoices.
• You can embed Agency Handy into your Framer site by pasting the iframe code and linking it to a “Client Portal” button in your navigation menu.
• Agency Handy offers everything Framer lacks—including project tracking, file sharing, invoicing, and client communication—all in one place.

Does Framer Have A Client Portal?

No, Framer doesn’t have a built-in client portal. It’s mainly a website design and prototyping tool, so it lacks features like secure file sharing, messaging, and client dashboards. 

However, you can integrate third-party solutions to create a custom Framer client portal for client communication, project management, and workflow automation. 

Or, use Agency Handy – the ultimate client portal solution available. 

Potential Drawbacks of Using Framer as a Client Portal

While Framer is a powerful design and prototyping tool, it isn’t built to function as a complete client portal. Let’s explore some limitations that may affect how you manage client interactions and project workflows.

• No built-in client portal features like messaging, file sharing, or secure document storage.
• Third-party integrations are necessary but can be complex to set up and may not provide a seamless experience.
• Lacks Framer workflow automation capabilities, which leads to more manual work.
• No user access controls or client-specific dashboards for managing multiple clients efficiently.
• Limited collaboration tools compared to dedicated client portal software, which may hinder smooth communication.
• Not designed for client communication, so it lacks the specialized features that other client portal tools offer.

Key Components Required to Build A Framer Client Portal

If you’re managing client projects, you need a simple way to share updates, collect feedback, and keep everything organized. A client portal can help you do just that.

Since Framer doesn’t have a built-in portal, you’ll need to set up one using external tools. Here are the key things a Framer client portal should have.

1. Login and access management
2. A clear dashboard
3. Branding and customization
4. Task and project management
5. Quick messaging and feedback
6. Automated workflows
7. Client self-service options
8. Easy file sharing
9. Invoicing and subscription management

How to Create a Client Portal in Framer

Learning how to create a client portal in Framer requires understanding its limitations and available integrations.

While Framer excels at website design and prototyping, it doesn’t include built-in client portal functionality for secure file sharing, form submissions, or client messaging. 

Let’s explore how to set this up using Agency Handy.

Creating a Client Portal in Framer

Step 1: Set Up Your Framer Website

1. Sign up for a Framer account if you don’t already have one
2. Create or open your Framer website project
3. Design your website with a navigation menu that will include a client portal link

Step 2: Add a Client Portal Link to Your Navigation

1. Select your navigation bar in Framer
2. Double-click to edit the navigation items
3. Select one of the menu items (e.g., “Discover”) to modify
4. Change the text to “Client Portal” or “Client Login”
5. Set the URL to point to your Agency Handy portal (which we’ll set up next)

Step 3: Publish Your Framer Website

1. Click the “Publish” button in the top-right corner
2. Configure your site settings and custom domain if needed
3. Complete the publishing process

Setting Up Agency Handy as Your Client Portal Solution

Step 1: Create an Agency Handy Account

1. Visit Agency Handy’s website and sign up for an account
2. Choose a plan that fits your business needs
3. Complete the onboarding process by entering your business details

Step 2: Create Your Service Catalog

1. Navigate to the “Services” section and click “Create Service”
2. Add basic service information:
   • Enter service name and description
   • Upload a cover image
   • Choose pricing model (one-time or subscription)
   • Select appropriate currency
3. Define service packages:
   • Name each package
   • List deliverables included
   • Set subscription fees and billing cycles
   • Add trial periods if desired
4. Configure service details:
   • Set default tasks to automate workflow
   • Add portfolio examples
   • Include FAQs to help clients understand your services

Step 3: Embed Agency Handy in Your Framer Website

1. From your Agency Handy dashboard, locate the service catalog
2. Click the three-dot menu and select “Copy iframe” or “Share URL”
3. In Framer, create a new page for your client portal
4. Add an HTML embed component and paste the iframe code
5. Adjust the width and height parameters as needed
6. Link this page to your “Client Portal” navigation button

Step 4: Client Onboarding Process

1. Invite clients to your portal:
   • Go to CRM tab > Clients > Create a Client
   • Add client information and email address
   • Check “Send Invitation Email” before clicking invite
2. Clients receive an email with login credentials
3. When they click the Sign In button, they’re directed to your client portal

Step 5: Client Portal Features

Once logged in, clients can access:

• Services Tab: View and purchase your services
• Order Tab: Track project progress and tasks
• Subscriptions Tab: Manage ongoing service subscriptions
• Proposals Tab: Review and accept/reject proposals
• Tickets Tab: Submit support requests
• Invoices Tab: View and pay invoices
• Files Tab: Access shared files organized by project

Benefits of Using Agency Handy in Your Framer Website

As the best client portal software for agencies, Agency Handy offers a complete solution and has many benefits. 

• Comprehensive Solution: Manage clients, projects, tasks, invoices, and communication in one platform.
• Professional Experience: Create a branded client portal that enhances your business image.
• Optimized Workflow: Get rid of endless email chains with centralized communication.
• Secure File Sharing: Upload and share documents safely with built-in encryption.
• Payment Processing: Integrate with PayPal, Stripe, Wise, and bank transfers.
• Team Management: Assign different roles (super-admin, admin, manager, assignee) for granular access control.

Final Thoughts

So far, we’ve explained how you can use Framer as client portal with the help of Agency Handy. Setting up a client portal doesn’t have to be complicated at all. 

With Agency Handy, you can manage clients, projects, invoices, and communication in one space. Plus, it lets you set up white labeling to maintain your brand identity. 

FAQs

What is Framer?

Framer is a design tool for building and prototyping websites. It lets you create interactive designs without coding, but you can also add custom code if needed. Many designers and developers use Framer to create beautiful, responsive sites quickly.

Does Framer offer a client portal?

No, Framer doesn’t have a built-in client portal. You’ll have to integrate third-party tools to use it as a client portal. 

Can I use Framer for client collaboration?

Yes, you can use Framer for client collaboration. But Framer doesn’t have a built-in client communication space. You can collaborate with clients by sharing preview links, getting feedback through comments, or integrating tools like Notion, Slack, or Trello for better communication and file sharing.

How does Framer handle client permissions?

Framer allows you to share projects with clients by sending a link. However, there aren’t detailed permission settings like in project management tools. If you need to control what clients can see or edit, you might need an external platform like Airtable or Google Drive.