The client experience feels scattered
Clients receive intake forms, file links, proposal links, invoice links, and status updates from too many systems.
Client portal plus invoicing for a 5-person agency: approvals, billing, and follow-up.
A client portal plus invoicing for a 5-person agency is $104 a month on Workspace369 Voyager (2 seats included, 3 extra at $10 each), and Specialist covers up to 10 people for $149; the client portal and invoicing are on every plan.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricingPortalclient-facing access and shared context
Approvalsproposals, files, requests, and status
Billinginvoices, plans, retainers, and payments
Workspace369 keeps client-facing requests, files, proposals, invoices, payment links, communication, and status context close to the work, so agency clients do not need five different links to understand what is happening.
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 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Client portal software compared
The best client portal with invoicing for a small agency depends on whether the portal or the billing leads. SuiteDash ($19 a month flat) and Clinked ($11 per user a month) are portal-first; Workspace369 includes the portal with proposals, invoices and payments on one client record on every plan, at $104 a month for five people.
| Tool | Entry price | Portal on entry plan | Main entry-plan limit | Branding | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 a month ($23.25 yearly) | Yes | 1 seat, unlimited projects | Branded portal | 14 days, card required |
| SuiteDash | $19 a month ($180 a year) | Yes | 100 GB storage | Extreme White Labeling | 14 days, no card |
| Clinked | $11 per user a month | Yes | 2 GB storage, no custom URL | Custom URL from Standard | Not stated |
| Assembly | Free; Starter $29 yearly | Yes | 5 active contacts on Free | Custom domain from Professional | Free plan; card not stated |
| HoneyBook | $29 a month, billed yearly | Yes | 2 live lead forms | Not stated | 30 days, no card |
| Moxie | $12 a month ($10 yearly) | No (Pro, $25) | No portal on Starter | White-labeled on Pro | 14 days, no card |
| Dubsado | $335 a year | Yes | 1 lead form | Not stated | 21 days, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. SuiteDash and Clinked prices were re-read on each vendor's own pricing page on October 19, 2026. Read the full client portal software comparison.
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.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
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.
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, and receipts with reporting context.
Agency portal and client access features
- Clients see the proposals, invoices, files, and requests that belong to them, in one place.
- The portal sits on the same records as your CRM, proposals, billing, files, communication, and reporting.
- Your team updates the work once, and the client view follows.
Client records
Public links
Client-scoped access
Files
Requests
Proposals
Invoices
Payment links
SMS and email
Activity history
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoWhy agencies run the portal from Workspace369
What is the best client portal plus invoicing for a 5-person agency?
Workspace369 is the best fit when the portal should share one client record with proposals, invoices and payments, and SuiteDash is the better fit for a flat-priced, portal-first tool with deep white labeling. SuiteDash is $19 a month, and Assembly has a free plan for up to 5 active contacts. Workspace369 includes the portal on every plan; a 5-person agency pays $104 a month on Voyager ($74 with 2 seats, plus $10 per extra seat). Prices checked on official pricing pages on October 22, 2026.
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.
How much does a client portal with invoicing cost for a 5-person agency?
SuiteDash is $19 a month flat and Clinked about $55 a month for five users at $11 each (checked October 19, 2026). Workspace369 is $104 a month on Voyager ($74 with two seats plus three extra seats at $10), with the portal, proposals, invoices and payments on one record.
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
