- Country: USA
ClientPortalOS is the best client portal software for design services and agencies. It gives you an easy-to-use platform to manage design tasks, subscriptions, and communication with clients. With ClientPortalOS, you can create a custom dashboard that matches your brand, making it simple for clients to interact with your services. Features of ClientPortalOS Custom Dashboard: Add your logo and colors to make the portal look like your brand. Easy Payments: Use Stripe integration to handle payments with custom pricing plans. Email Notifications: Set up automated email notifications for task updates, subscription renewals, and new messages. Custom Pricing Plans: Create and manage one-time or recurring payment plans and services. Custom Forms: Make different forms for each type of service, like logo design or web UI. Add Tracking Scripts: Integrate Google Ads, Meta Pixel, and other tracking scripts easily. Branded Signup & Login: Create custom signup and login pages to match your brand. Manage Clients & Subscriptions: Keep track of client information, subscription status, and billing details. Team Access: Add team members and control their access to different features. Task Management: Create, assign, and track tasks from start to finish. Team Collaboration: Share updates and progress in real-time with your team. Run on Your Subdomain: Use your own subdomain to keep everything under your brand. Client Dashboard: Clients can submit task requests, manage subscriptions, and add team members. Client Self-Service: Clients can manage their own subscriptions, billing, and tasks directly from their dashboard.
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