Platform · Agency Hub · 4-step journey
Run client work like a branded agency product.
Give each client a portal, send white-label reports on a schedule and talk to them where the work happens, with your name on all of it.
A real campaign, step by step
- 01Open the client portalInvite a client into the project with the Client role. They see the results, …
- 02Send white-label reportsBrand the report as your own, pick the sections that matter to this client an…
- 03Put delivery on a scheduleSet the frequency and recipients once, and the white-label report goes out on…
- 04Talk to clients liveKeep client conversations next to the work, one space per client.
Step 1 of 4 · next: Send white-label reports
Open the client portal
Invite a client into the project with the Client role. They see the results, not your workings.
- Invite clients with the Client role
- Clients see deliverables and reporting only
- Tasks, settings and billing stay private to your team
- Share a report by link when a login is not needed
Open the client portalTry it
One project, two views
Assign, track and review the workAgency only
Connections, packages and teamAgency only
Plans and invoicesAgency only
Step 2 of 4 · next: Put delivery on a schedule
Send white-label reports
Brand the report as your own, pick the sections that matter to this client and share it.
- Your logo, brand name and accent colour
- Platform branding hidden
- Five report templates, or build your own
- Choose the sections for each client
- Share by link a client opens in the browser
Send white-label reportsTry it
Brand the report
Step 3 of 4 · next: Talk to clients live
Put delivery on a schedule
Set the frequency and recipients once, and the white-label report goes out on time.
- Weekly on Mondays, monthly on the 1st or quarterly
- Your own recipients, subject and message
- Send now whenever a client asks
- Rank digests can run on their own schedule
Put delivery on a scheduleTry it
Schedule the report
Step 4 of 4
Talk to clients live
Keep client conversations next to the work, one space per client.
- Direct and group chats
- Edit or delete your own messages
- Unread tracking per conversation
- Approvals and sign-offs recorded against the project
Talk to clients liveTry it
Talk to clients live
Run the whole journey on your own project.
Connect a project, work through each step above and keep every result in one place. The first 14 days are free.