If you're running an agency, you know the pain: a client asks for an update at 9pm, you can't find the email thread with the latest file version, and the invoice you sent two weeks ago still hasn't been paid.
Client portal software solves this by giving every client a single, professional space for updates, files, approvals, and invoicing. No more digging through email chains.
What to look for in agency client portal software
- No client login required — the simpler the experience for your client, the more likely they'll actually use it
- File approvals — clients should be able to approve or request changes without sending an email
- Invoice integration — send invoices and collect payment without leaving the platform
- White-label branding — the portal should show your brand, not the software provider's
BuyerSuite: built for service-based businesses
BuyerSuite gives every client a branded portal. You post updates, upload deliverables for approval, and send invoices with a Stripe payment link. Clients don't need to create an account — just click the link.
Setup takes 30 seconds. Most agencies send their first portal link within 2 minutes of signing up.
How it works
- Add your client (name, company, email)
- Create a portal for the project
- Share the link — your client sees a branded page with all project activity
- Post updates, upload files, and send invoices from the same place
Pricing starts free. No credit card required. Try BuyerSuite free →