Agency and client spaces

Leads, intake forms, a branded portal for each client, an inbox and payments.

• Agency overviewProWhat the Agency area includes and how the pieces fit together.
• Leads and intake formsProCollect enquiries with a form link, track them in a pipeline, and start a project from a lead.
• Clients and the portalProGive each client a private space for their sites, files, notes, requests and payments.
• Tickets and inboxProHandle change requests from clients and keep email conversations in one place.
• Agency settingsProSet your agency name, portal colours, the price markup and where clients sign in.
• TasksProKeep the team's to-do list for client work in one place, with due dates, checklists, a board, a calendar, time tracking, repeating tasks and your own templates.
• Connect your own domainProPut your client sign-in page on your own address, like portal.youragency.com, step by step.
• Your teamProInvite people to work with you, choose what each can do, and share only the projects a partner needs.
• Export for your accountantProDownload what clients paid you, and what your monthly care plans charged, as a file for QuickBooks, Xero or a spreadsheet.
• Use your own AI with your agencyProConnect Claude, ChatGPT or another MCP agent so it can read your leads, clients, requests, inbox, payments and brand, and help keep your team's tasks and time up to date.
• QuickBooks and XeroProSign in to QuickBooks Online or Xero and every payment you receive is recorded in your books for you.
• Zapier, webhooks and the APIProSend what happens in your agency to Zapier, Make or your own server, add leads from any form, and read or change your data with an API key.