SuperOkay is a client portal software for creative agencies, but does it live up to the hype?
In this SuperOkay review, we’ll break down key features like reusable blocks and embedded apps, pricing, and top alternatives like Agency Handy. You’ll get honest insights that will help you decide. So, let’s start!
What is SuperOkay?
SuperOkay is a client portal software for agile creative agencies. It manages services, clients, and projects, builds forms, and automates repetitive tasks. It’s suitable for agencies and freelancers in SEO, design, videography, marketing, etc.
You can even connect over 100 apps, such as Notion, Canva, Airtable, Figma, or Google Docs. This reduces tab switching and keeps all your tools in one place. Plus, you can fully customize the look and feel to match your brand.
Speaking of the better alternative, Agency Handy keeps things simple. You get white-labeled client portals, automated invoicing, service catalogs, and real-time collaboration tools.
SuperOkay Reviews: The Key Features
From managing tasks to showcasing your services, SuperOkay simplifies the parts of your workflow. Here’s a closer look at the features you’ll love most.
Reusable Blocks
With SuperOkay, you can save parts of your documents, like service details, pricing, or team info, as building blocks.
When it’s time to write a new proposal or brief, just reuse what you already have. It keeps things consistent and saves you from starting over every time.
Custom Branding
SuperOkay lets you customize the client portal to look like it’s completely yours. You can use your domain name, add your logo, set your brand colors, and customize outgoing emails. From the moment your client logs in, the portal feels familiar and professional.
Task Management
SuperOkay’s task feature lets you manage work for both your team and clients inside the same space. You can create tasks, set deadlines, and assign them to anyone involved in the project. Plus, clients can even view or complete tasks when needed, making the whole collaboration process smoother.
Packaged Services
It allows you to turn your most common services into ready-to-sell packages. Add the price, what’s included, and how long it takes.
Plus, your clients can browse, pick, and move forward without back-and-forth. It makes your workflow smoother and your offers easier to understand.
Embedded Apps
SuperOkay lets you embed your favorite apps right into your client portal. From Notion and Airtable to Google Docs and Figma, everything works inside the same window. Thus, your clients don’t need extra logins or links.
Templates
Instead of building every document from scratch, you can choose a layout for proposals, briefs, or invoices and just adjust the content. You can also make your own templates based on what you already use.
When paired with reusable blocks, you’ll be finishing client documents in minutes, not hours.
Team Bios and Case Studies
SuperOkay lets you add team bios with names, photos, and roles to introduce your crew. You can also highlight past wins by creating case studies complete with outcomes, visuals, and client feedback. On top of that, you can use both bios and case studies anytime
Document Management
You can upload any file type into SuperOkay and organize everything by client or project. In fact, your clients can upload files, too, and everything stays in one shared space.
While you can’t yet move multiple files at once, the clean layout makes managing your materials much easier.
Automated Emails
SuperOkay helps you stay in touch without constant manual work. You can set up emails that go out when certain actions happen, like when someone logs in or when a file is uploaded. These automatic updates keep everyone informed, reduce delays, and help move projects forward.
Client-Friendly Navigation
The layout of SuperOkay is clean, and everything is easy to find. Whether they’re uploading a file, reviewing a task, or checking a proposal, it’s simple and stress-free. That means fewer support requests and quicker, smoother projects for everyone.
How to Sign Up and Use SuperOkay
Whether you’re a solo freelancer or part of a small team, you can get started with SuperOkay within a few minutes.
Step 1: Create Your Account
Start by visiting SuperOkay.com and choosing a pricing tier that fits your needs. The basic plan is great if you’re testing things out. However, for more flexibility, like extra storage and multiple team members, Tier 2 or higher is a better fit.
After you sign up, you’ll walk through a short onboarding process, where you enter your business name and basic settings.
Step 2: Set Up Your Branding
Next, make the portal feel like yours.
Upload your logos (one for light mode, one for dark).
Then, pick your brand colors using hex codes and select fonts from a list of Google Fonts.
While custom fonts aren’t supported, the available choices cover most needs.
Step 3: Add Domain
However, you can set a custom domain. To set it up —
- Head to the Custom Domain section in your settings.
- There, you’ll enter the domain you want to use.
- SuperOkay will then give you a set of DNS records.
- Once the records are in place, you’ll hit validate. If everything’s correct, your domain will link up in just a few minutes
It gives your clients a smooth experience that looks and feels like part of your business.
Step 4: Add White-Label Email
Now you need to set up your white-label email, so it looks polished and avoids spam filters.
Head over to the Email White Label section in your settings.
There, you’ll verify your domain by adding a TXT record to your DNS. This step sets up DKIM, a security check that tells email providers your messages are safe and real.
Once everything’s connected, your emails will be sent from your own domain like you@yourbusiness.com, instead of a generic address. That means your messages will feel more personal and professional to your clients.
Step 5: Invite Your Team
Under the Team section, you can add teammates.
Next, you can assign them roles like admin, manager, or member.
These roles control who can make changes inside the portal.
Keep in mind: Clients are added separately and don’t count as team members.
Step 4: Add Clients and Contacts
Now, it’s time to add your clients.
Click on clients, and Add Client.
From there, you need to create a profile for each business, upload their logo, and choose a brand color if needed.
Within each company, you’ll add specific contacts like the CEO or marketing lead.
Once that’s done, send them a login link or email invite so they can access their portal.
Step 5: Launch a Project
Each project represents a specific piece of work, like a logo redesign or a social media campaign. You can start fresh or use one of SuperOkay’s ready-made templates for SEO, design, video, and more.
Click on the preview to see prebuilt sections, files, tasks, etc. in these templates that help you to move fast.
Step 6: Add Tools and Content
Within every project, you can customize the experience by adding content like —
- Documents and uploads
- Reusable text or design blocks
- Service packages your client can buy
- Embedded apps (YouTube, Trello, Canva, etc.)
- Pages like About, FAQs, or Case Studies
- Task lists and deadlines
- Quick links and pinned folders
You can preview everything to see how your client will view it
Step 7: Set Permissions
Once your project is set up, the next step is to control who can see and do what. Head over to the Manage Access section.
From there, you can choose which teammates can view or edit the project.
You’ll also assign the right clients. Just pick their names, enable access, and SuperOkay will send them a quick email letting them know.
After giving access, you can set specific permissions for each client. Decide if they’re allowed to upload files, delete items, or move things around.
In most cases, it’s a good idea to limit these options just to avoid any accidental changes or lost files.
Step 8: Polish the Details
Finally, adjust your login screen design, pick between magic link logins or password access, and add SEO details like favicons, page titles, and social sharing images. These finishing touches help make your portal feel polished and truly yours.
SuperOkay Pricing
SuperOkay’s pricing is made to fit where you are right now, whether you’re just starting out or managing a growing team. Here’s a clear look at what each plan offers and who it’s for.
Free
Great if you’re supporting a single client. You get the basics: one client, one project, and 10 tasks, plus simple file sharing and a clean client portal. Storage is capped at 0.5GB.
However, there’s no access to downloads or branding options. That said, it’s perfect for getting a feel for the platform without spending a dime.
Solo: $9/Month
Made for freelancers juggling a few clients, it costs $9 per month (billed annually). This plan supports up to 3 clients and 5 contacts, with unlimited projects, tasks, and files. You also get useful tools like document downloads, embedded apps, and public links.
It skips advanced team features, but for individual professionals, it covers all the essentials.
Solo+: $29/Month
If you’re ready to level up your brand, Solo+ at $29 per month (billed annually) is a smart step forward.
You’ll get support for 5 clients, more storage (10GB), and space for 3 team members. This plan unlocks full white labeling including custom domains, branded emails, and a clean, client-facing experience.
It’s ideal for growing freelancers or small agencies who want to look sharp and stay in control.
Business: $112/Month
This is the all-in plan for busy teams and growing agencies that will cost you $112 per month (billed annually). Everything is unlimited including clients, users, pages, storage (up to 1TB), and packaged services.
You also get role-based access, project permissions, a custom-branded experience, and priority support, including a one-on-one onboarding call. If you’re running at scale, this plan keeps things smooth and professional without limits.
User Experience of SuperOkay
Here’s what you can expect from the experience —
A Simple Interface from the Start
When you first log in, SuperOkay feels calm and well-organized. Users often mention how easy it is to get around. You won’t need to sit through tutorials; just click around, and it starts to make sense.
Even your clients, especially those who aren’t too familiar with tech, can move through the portal without confusion.
Fast Setup
You can create your first client portal in less than an hour. Many users did just that. Plus, adding pages, building forms, and reusing saved blocks feels quick and efficient.
The platform avoids clutter removing the endless settings to tweak. So, you can focus on launching and sharing instead of getting stuck in menus.
Pages, Documents, and Forms
One thing we appreciate is how easy it is to create polished documents. You can mix text, tables, images, or FAQs, and use those blocks again in other files.
The forms are easy to build and look great, though they’re still fairly basic. If you’re not looking for complex logic or branching paths, they’ll get the job done and leave a good impression.
Real Support System
Many users, for instance, Luca P., mentioned that SuperOkay provides prompt and helpful support. However, because the team operates from Europe, replies might take a few hours if you’re based elsewhere.
Even so, when responses come in, they’re usually clear and useful, not canned replies.
Drawbacks of SuperOkay
SuperOkay does many things right, but like any platform, it’s not without its flaws. If you’re thinking about using it, here are the limitations you might want to know upfront
Mobile Experience Feels Incomplete
You can use SuperOkay on your phone, but it’s not the smoothest ride. From our experience, it’s much easier to explore on a desktop. If you or your clients prefer working from mobile, the current browser version might feel a bit clunky.
A proper mobile app for iOS or Android would make a big difference, but it’s still not available yet.
Formatting Tools Need More Flexibility
When you’re building templates or documents in SuperOkay, things don’t always line up the way you expect. For instance, a user created a design in the editor, but when downloaded, it looked different as a PDF.
These small limitations can slow you down, especially if you’re aiming for a polished result.
Templates Aren’t One-Size-Fits-All
If you work outside of marketing or design, the default templates might not match what you need. Business consultants, coaches, and other professionals often find themselves starting from scratch or spending time adjusting layouts.
The system works — but not always right out of the box.
Inconsistent Visual Flow
We’ve noticed that when you open a file or document inside the portal, the look and feel suddenly change. This switch in design can be jarring, especially for clients who expect a smooth experience.
If you’re working with people who aren’t super tech-savvy, it could lead to confusion.
Missing Features
SuperOkay is growing, but a few helpful features haven’t arrived yet. Kwan H. pointed out perfectly the shortcomings —
- Document management lacks drag-and-drop functionality.
- No way to adjust layout or design, making it hard to create structured workflows (like a simple 1-2-3 process) for clients.
- Role settings need more precision, like controlling who can edit or view projects.
- There’s no data on who accesses or reviews documents.
- Adding invoicing with e-signing support would be really helpful.
SuperOkay Reviews: What Do Real-World Users Say About It?
Though we observed the features properly, we focused on taking real feedback from real users.
For Bakari C., a web designer, the document builder was the standout. He could drag in blocks, reuse them, and get polished proposals out fast. Courtlin H. liked the clean interface, too.
However, without two-factor authentication, she had to switch. Security came first for her team.
Then again, Deyan K. called it simple and solid. For him, setting up new client spaces felt quick and painless. We’ve seen the same, which is clear design, easy wins, and potential to do even more.
Our Review: What Do We Think About SuperOkay?
We tried SuperOkay on real projects. The setup was fast, the interface was clean, and things looked good at first. But as we explored deeper, the cracks started to show.
There was no way to set up recurring payments or send branded bills from the same place. Managing user roles also felt limited. We couldn’t give our team or clients the right level of access without a workaround.
That’s when we started building Agency Handy. It covers everything from real billing workflows to detailed access roles, feedback tools, and ticket tracking. So, if you’re trying to simplify a growing agency, we think Agency Handy fills the missing pieces.
The Best Alternatives to SuperOkay: Agency Handy
To make it easier, here’s a table showing how SuperOkay, Agency Handy, Copilot, and Clinked differ in their main features.
| Features | SuperOkay | Agency Handy |
| Free Trial | Available | Available |
| Service Listings with Packaged Offer | Yes, but basic | Fully supported with packages, trials, FAQs |
| Custom Domain | Supported | Fully supported |
| Invoicing and Subscriptions | Basic proposal approvals only | One-time and recurring invoicing supported |
| Built-in CRM | None | Includes client profiles and lead tracking |
| Team Collaboration | TasksFeedbackShared workspace | TasksTicketsNotesChat |
Now, let’s break down each SuperOkay alternative so we can get a clear picture.
Agency Handy
We built Agency Handy because we ran into the same problems you probably have with SuperOkay. It looked clean, worked well for basic stuff, but we needed more.
Take branding, for example. SuperOkay lets you add a logo and pick colors. But with Agency Handy, you get full white-labeling, like your domain, your custom email, logo, sidebar color, and your invoice headers.
Again, SuperOkay does okay with task management. However, we tied ours directly to client orders. That way, every task is traceable to what your client actually paid for. And billing—this one’s big. SuperOkay doesn’t handle it natively.
Agency Hande offers automated invoices, subscription billing, and support for Stripe, PayPal, Wise, and manual payments. It also gives you real-time file feedback, user roles with fine-grained control, and a full CRM that doesn’t need plugins.
Ultimately, Agency Handy is a strong alternative to SuperOkay because it brings together.
Final Words
After going through everything in our SuperOkay review, we believe it’s a great fit if you want a simple client portal that just works.
But SuperOkay still has room to grow. Features like better mobile support, sub-tasks, and more flexible templates would make it stronger. If you’re scaling fast or handling complex projects, these might become real limitations.
For that kind of control, Agency Handy is worth a look. It goes deeper with service packaging, invoicing, built-in CRM, and a smoother workflow for agencies managing more moving parts.
FAQs
What are clients unable to do when using the SuperOkay Client portal?
Clients in a SuperOkay portal can’t create or edit full documents, change project settings like quick links or embedded tools, or manage branding. They can only fill out Q&A blocks when prompted, keeping control in your hands while still making collaboration smooth.
Does SuperOkay let me send invoices to my clients?
SuperOkay doesn’t support built-in invoicing yet, but you can still get paid by linking a Stripe or other payment button directly inside a client document. Just add a message and drop the link where it fits.
Can I link multiple agency names or logos to a single account?
SuperOkay only supports one agency name, logo, and custom domain per account. If you manage multiple brands, you’ll need separate accounts to keep each identity fully customized and client-ready.
