The client experience feels scattered
Clients receive intake forms, file links, proposal links, invoice links, and status updates from too many systems.
Client portal for agencies
Client portal software for agencies: approvals, billing, and follow-up.
Agency clients should not need five different links to understand what is happening. Workspace369 keeps client-facing requests, files, proposals, invoices, payment links, communication, and status context close to the work.
Portalclient-facing access and shared context
Approvalsproposals, files, requests, and status
Billinginvoices, plans, retainers, and payments
Key facts
Client portal for agencies at Workspace369 covers 10 areas, including client records, public links, client-scoped access.
The workflow runs in 4 steps, from "share the right surface" to "collect payment cleanly".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Why agency client portals matter
Approvals are hard to trace
Requests, revisions, uploaded files, client messages, and approval status need to stay near the project and invoice.
Payment reminders lack context
Finance follow-up lands better when the client can see the work, proposal, invoice, payment plan, and communication history.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 supports agency client portals
01
Share the right surface
Use client-facing workflows, public links, requests, proposals, files, and scoped client context without exposing internal records.
02
Keep approvals attached
Tie intake, project notes, file activity, proposal decisions, invoice status, and payments to the client record.
03
Communicate without losing history
Use email, SMS, calls, voicemail, templates, AI summaries, and reminders beside the client and project.
04
Collect payment cleanly
Send invoices, payment links, retainers, payment plans, deposits, credit notes, and receipts with reporting context.
Product coverage
Agency portal and client access features
- Client portal for agencies is low difficulty and commercially specific.
- Workspace369 can tie portal intent to CRM, proposals, billing, files, communication, and reporting.
- The page supports future comparison pages against portal-heavy agency tools.
Client records
Public links
Client-scoped access
Files
Requests
Proposals
Invoices
Payment links
SMS and email
Activity history
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why this page is worth publishing
What is a client portal for agencies?
A client portal for agencies gives clients a clearer way to access requests, files, proposals, approvals, invoices, payment links, status, and communication connected to their work.
Does Workspace369 support agency client portal workflows?
Yes. Workspace369 supports client records, public links, client-facing workflows, files, proposals, invoices, payments, communication history, scoped access, and reporting.
Can Workspace369 help agencies reduce client follow-up?
Yes. Workspace369 keeps files, requests, proposals, invoices, payment status, SMS, email, calls, voicemail, AI summaries, templates, and reminders near the same client record.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
