Top 13 White Label Client Portal Tools for Agencies

Integration Hero

Click to Compare

A white label client portal allows you to customize all interactions with your clients. With a customizable platform, you can ensure that all your communications reflect your brand's aesthetics and core message.

White labeling boosts brand visibility and trustworthiness, empowering you to build a community of loyal customers. 

However, you’d want to choose a platform that's reliable for the long run. Having issues with your platform or switching to new ones can seriously disrupt your client experience.

That’s why we’ve created this blog post. Here, we will explore the best white label client portals to reap the benefits of customized client communications.

What are White Label Client Portal Tools? 

White-label client portal tools are platforms that let you offer a branded client management experience without building one from scratch. These tools are developed by a third party but can be customized with your branding, logo, and colors. They provide a secure space where clients can access their account details, project updates, and other relevant information. Using white-label client portals saves you time and resources since you don’t have to develop or maintain the technology yourself. Instead, you get a professional, branded solution that enhances client interactions and improves overall service.

Benefits of White Label Client Portal Tools?

White-label client portal tools offer several advantages. 

  1. They allow you to provide a branded, professional experience for your clients without the cost of developing custom software. 
  2. These tools improve client satisfaction by offering a centralized place for accessing important information and updates.
  3. They also streamline communication and project management, making it easier for both you and your clients to stay on the same page. 
  4. Additionally, using white-label solutions saves time and resources, as you’re leveraging existing technology while focusing on your core business activities.
  5. They enhance your brand’s image and improve the operational ability. 

How to choose the best white label client portal tools for agencies?

First, here’s a quick highlight of significant factors to consider when choosing the best white label client portal tools for your agency.

1. Supports growth

Your agency is growing, and your client portal should too! Look for a portal that offers:

  • Flexible pricing plans that adapt to your growing needs.
  • Unlimited users, so you can add new clients and team members without restrictions.
  • Seamless integration with your existing tools and systems.

2. Ease of use and adoption

To enjoy a seamless user experience, choose a platform with features like:

  • Excellent interface 
  • Responsive design, ensuring a seamless experience across devices and browsers

3. Easy onboarding process

A smooth onboarding experience sets the tone for a successful partnership with clients. Select a portal that offers:

  • A streamlined setup process to get you up and running quickly.
  • A comprehensive knowledge base with in-depth guides and troubleshooting resources
  • A dedicated and responsive support team

4. Maintenance cost and difficulty

Maintenance costs can quickly add up.  To avoid this, choose a portal with:

  • A transparent pricing model; no hidden fees and surprise charges
  • Minimal customization requirements which helps to reduce the cost of development work
  • Automated updates to ensure that you always have the latest features and security upgrades

5. Compatibility with other tools

A white label client portal should integrate seamlessly with your existing toolkit. Consider a portal that offers:

  • Integrations with popular tools like Slack, Trello, or Google Drive
  • Smooth API access to enable custom integrations with special software.
  • Compatibility with multiple file formats to ensure easy sharing and collaboration
  • Single sign-on (SSO) capabilities which streamlines access and reduces password fatigue

7. Reporting and analytics tools

A white label client portal should provide actionable insights to optimize your agency's performance. 

An ideal white label client portal has features such as deeper analytics,  KPIs tracking, and automated branded reports generation. Some can also integrate with other tools to offer a unified platform for your market analysis.

8. Agency-growth solutions

An ideal white label client portal should support your agency's growth ambitions. It should deliver targeted campaigns and identify your clients’ needs to offer tailored services.

Clientjoy By Synup

Best suited for: Managing leads, clients and invoicing

What Clientjoy does

Clientjoy is a white label crm designed by Synup specifically for agencies. It streamlines client interactions, project management, and team collaboration, helping agencies to effectively manage their clients. This equips you to deliver personalized experiences to clients.

Synup’s white labeling features allow  you to create customized domains and other resources that reflect your brand. You can combine these resources to create different experiences for different clients. 

Source: Clientjoy

Key features 

Here are some of Clientjoy’s exceptional features.

🏆 Onboarding tools to customize workflows and automate tasks related to the onboarding process for clients and team members.

🏆 White labeling features that gives you a branded client portal with your agency's selected domain, brand logo and colors.

🏆 A one-stop project management toolset for assigning tasks and tracking their completion.

🏆 Time tracking and billing enables accurate time tracking and automated billing for a more accurate invoicing.

🏆 Automated invoicing reduces administrative tasks related to the payment processing.

🏆 Client feedback and satisfaction tools  measure client satisfaction and offer suggestions on how to improve customer service.

🏆 Customizable reporting and analytics provide real-time performance insights through customizable dashboards and reports.

🏆 Integration with other tools like Google Drive, Trello and Slack team communication and collaboration.

Benefits of using Clientjoy

Some key benefits of Clientjoy includes:

  1. Seamless Onboarding of Clients

It is easy to get started with new clients through Clientjoy’s intuitive onboarding process. By using customizable workflows and automatic actions, you can create a smooth onboarding process for your team and customers. 

  1. Improved Customer Communication

Clientjoy’s rebrandable portal allows agencies to share customized files securely, track projects, and communicate with clients. This means you can keep all your client interactions in one place, minimizing the chances of miscommunications.

  1. Integrated Project Management to Increase Productivity

Use Clientjoy’s project management tools to delegate tasks, follow progress, and collaborate with your team in real-time. Customize dashboards and automate workflows to streamline your project management process for timely and cost-efficient execution.

  1. Reliable Time Tracking and Billing

The time tracking and billing features enable accurate tracking of time spent on a project and facilitates a smooth invoicing process.

  1. Worthwhile insights with customizable reporting

Clientjoy’s reporting and analytics tools provide extensive information about the progress of your customer experience. You can monitor key performance indicators to identify areas where improvement is needed.  

  1. Synchronize With The Tools You Love

While on your Clientjoy dashboard, you can get one-click access to all your favorite tools, from Trello to Slack, and Google Drive. 

Clientjoy also integrates with your calendars, email accounts, messaging applications and 5000+ applications.

How to get started with Clientjoy

You can easily set up your Clientjoy account - simply book a demo for Synup. One of our product specialists will walk you through the product features and help you with a smooth onboarding experience.

vs

ManyRequests

Category: Client management for creative agencies.

What ManyRequests does

If you are an agency looking to change how you manage your clients, then try ManyRequests. This white label client portal brings together an unparalleled toolset to manage projects, client relations, and expert teams. ManyRequest empowers you in many ways to reach your growth objectives for your agency and your clients.

Users enjoy the convenience of setting up effective workflows and mining insights into client behaviors and project outcomes, all from the same dashboard. 

Source: ManyRequests 

Key features 

  • Customizable check out forms with options for coupons and other types of promos.
  • A task tracker that displays all the open tasks and the people handling them.
  • Automatic time tracking and  billing.
  • Reporting and analytical capabilities to monitor KPIs and review clients’ activities.
  • Commenting, messaging, and task assignment features for team collaboration.
  • Security and data protection measures to protect sensitive information on the platform.

Benefits of Using ManyRequests

  • Effortless communication with team members and clients.
  • Analysis and reporting tools which improve your decision making process.
  • Customizable dashboard lets you prioritize certain metrics, tasks, and projects.

Pricing 

  • Starter at $99/month
  • Core at $149/month
  • Pro at $399

However, if you are interested in a customized package, book a call with their support.

Pros

✅Easy client onboarding and communication 

✅Sentiment analysis 

✅Workflow automation

✅Time tracking and billing 

Cons

🚫Additional costs for premium features  

🚫May be difficult to use for some individuals 

vs

Fusebase

Category: Online client collaboration tool

What Fusebase does

Fusebase, formerly known as Nimbus, is a new generation white label client portal with features to manage clients and their projects. The platform’s line of tools allows agencies to elevate their client experience with customization and automation.

Source: Fusebase

Key features 

  • Centralized project workspace for storing all your client information, project details, and team tasks.
  • AI project assistance to automate workflows.
  • A personalized dashboard for customizing the view of your agency's operations. 
  • Create custom dashboards for different teams or projects, and control client's access to pages in your space.
  • Real-time collaboration features with chat support ensure that your team and clients are always on the same page.
  • Planning and reporting tools  schedule activities and keep track of client satisfaction.

Benefits of Using Fusebase 

  • Fusebase automates workflows using AI, increasing your team’s productivity and freeing up more time for higher-level activities.
  • It is a white label client portal CRM for real-time collaboration with your clients and team.
  • It provides a centralized hub for managing client interactions, projects, and tasks.
  • It offers valuable insights into your agency's operations and the level of client satisfaction.
  • Most importantly, Fusebase is designed to grow with your agency, offering scalability and flexibility. 
  • It creates a personalized environment for your client which makes the process of onboarding easier.

Pricing 

  • Essential plan at $28/month
  • Plus at $73/month
  • Ultimate plan at $148 per month

Pros

✅Scalable 

✅AI automated working system

✅Easy communication with team members and client 

✅Easy onboarding process

Cons

🚫Overdependence on internet connection.

🚫Potential for data migration issues.

🚫It’s not compatible with some popular browsers.

vs

Zendo

Category: Products and services management platform

What Zendo does

With Zendo, agencies can manage all their organizational processes in one place. The platform also offers tools to improve team collaboration and client experience.

A user-friendly interface and high levels of automation simplify many business processes, increasing productivity while minimizing mistakes.

Source: Zendo

Key features 

The key features include:

  • Customizable catalog for billing, budgeting, handling inquiries, etc. for every type of business
  • Unlimited customizable statuses to keep clients updated at every step of the way
  • Automated workflow 

Benefits of Using Zendo

  • It promotes transparency between clients and the agency.
  • It is scalable and grows with the business.
  • It is also flexible - you can build profiles for different types of services
  • It gives team members time to focus on higher-level activities.
  • It is user friendly and doesn’t require technical knowledge to set up.
  • Enhances customer satisfaction by facilitating regular client communications.

Pricing 

  • The Essential plan is free
  • The Pro plan at $49.00/month.
  • The Max plan at $199.00/month

Pros

✅It contains everything needed to handle new clients.

✅Seamless data sharing between team members and clients.

✅Time saving 

✅Requires very little technical knowledge to set up.

Cons

🚫The free plan is limited to very little options

🚫The higher plans might be expensive for some individuals.

🚫Overdependence on the internet.

vs

SuitDash

Category: Client and project management platform

What Suitedash does

Suitedash is a white label client portal solution that helps agencies improve their efficiency and fortify bonds with their clients. It is a centralized platform for managing all your clients projects and organizational workflows.

Through Suitedash, agencies can manage many day-to-day operations and interaction with clients, and share information in real-time with colleagues.

Source: Suitedash

Key features 

  • Comprehensive client hub for managing all your clients engagements, projects, and workflows.
  • An all-in-one business management software multi-tool
  • Automation for time-consuming and repetitive tasks.
  • The collaborative workspace promotes real-time collaboration. 
  • Personalized performance insights for measuring core parameters, including the level of client satosfaction and aspects of your team’s performance.

Benefits of Using Suitedash 

  • It helps increase your agency's productivity.
  • It is scalable enough to accommodate any level of business growth.
  • It integrates seamlessly with  tools for client management and project execution.
  • Increased client satisfaction to foster a community of loyal customers for your agency.

Pricing 

  • Start at $19/month
  • Thrive at $49/month
  • Pinnacle at $99/month

Pros

✅Affordable

✅Easy to use

✅Supports mobile app

Cons

🚫Limited customisable options 

🚫May require technical knowledge to use.

vs

SuperOkay

Category: Client management portal

What SuperOkay does

SuperOkay is a free white label client portal tool that helps agencies centralize their task management. As a one-stop platform, it helps agencies manage operations in various departments on the same platform. 

Furthermore, the customizable interface lets you craft a dashboard that suit your agency’s project management needs.

Source: SuperOkay

Key features 

  • Project status updates to keep your clients in the know of a project.
  • Centralized hub for sharing information and data with clients and team members.
  • Control what your client sees with the privacy control feature.
  • Integrate your other project and client management apps.
  • Make your website more interactive with interactive documents, and other visually appealing aesthetics.

Benefits of Using SuperOkay 

  • It enhances productivity and efficiency of the team.
  • It helps improve your quality of services delivery.
  • Its interactive features help in engaging and converting a prospect on your agency's website.
  • It creates transparency between your agency and clients. This helps in building trust and solidifying your client relationships.
  • It can be integrated with other project and client management software for a continuous flow of work.
  • It facilitates suggestions, approval, and changes, speeding up the work process.
  • It accentuates the professionalism of an agency with customization features like;some text
    • Brand logos and colors
    • Customizable login pages
    • Quick links to the project launchpad.
    • Chat features
    • Team bios

Pricing 

There are four plans depending on the size of your brand and its needs. They include:

  • Free plan at $0/month
  • Solo plan at $9/month
  • Solo+ plan at $29/month
  • Business plan at $112/month

Pros

✅Creative items are easily reusable 

✅Highly scalable 

✅Adequate free options 

✅Pre-built templates are available 

Cons

🚫Steep learning curve for some individuals.

🚫The free plan is highly limited to a few options.

🚫Higher plans may be expensive. 

🚫Pre-built templates may not be appropriate for the brand

vs

Softr

Category: Client management and project management software

What Softr does

Softr is a white label client portal for developing custom web applications and improving organizational processes.

Also, the platform’s ability accommodate growth means you  won't have to reconsider your client portal as your business grows.

Source: Softr

Key features

  • Client management with client portals 
  • Sharing updates through the project management feature.
  • Automated billing system for accurate invoicing.
  • Integration with other applications and tools.
  • Pre-built templates for quickly building custom features.

Benefits of Using Softr

  • The simplified UI/UX makes it an easy platform for non-tech people
  • By automating administrative functions such as billing, it gives team members more time to focus on other important tasks. 
  • Integration with other management tools and applications ensures uninterrupted workflows and facilitates timely deliveries. 
  • It ensures that everyone is always on the same page on a project.

Pricing

The free plan comes with a lot of limitations. The upgrades available include:

  • Basic plan at $49/month
  • Professional plan at $139/month
  • Business plan at $269/month

Pros

✅Readily made templates 

✅Easy to use 

✅Scalable and flexible 

Cons

🚫The templates may not align with the brand

🚫Difficulties integrating some relevant tools.

🚫Upgrades are expensive 

vs

Ahsuite

Category: Client portal software for freelancers

What Ahsuite does

Ahsuite is a white label client portal  that assists creatives in their work with clients. The line of tools allow for easy feature customization to suit a freelancer’s branding needs.

With Ahsuite’s custom features, users can infuse a high level of professionalism into their work, improve productivity, and elevate client satisfaction.

Source: Ahsuite

Key benefits of Ahsuite 

  • Project management tool for a clear view of projects and tasks.
  • Display dashboards for sharing presentations, task project status, performance metrics, etc.
  • Integration with other project management tools.

Benefits of Using Ahsuite

  • The centralized nature of the platform eases your communication with team members and clients.
  • It allows you to showcase your skills and portfolio like a pro. 
  • It eliminates the need for frequent client support because there is a step-by-step breakdown of the work done for the client.
  • It saves freelancers a lot of time and allows them to focus on other demanding aspects of the job.

Pricing 

  • Free plan
  • Grow plan at $6.5/month
  • Professional plan at $14/month
  • Agency plan at $24/month

Pros

✅Effective complaint resolution process

✅Password request options for privacy.

Cons

🚫Steep learning curve

🚫Their customer support may not always be available.

🚫It has low scalability as compared to the others.

vs

ServiceProviderPro

Category: Client portal software for agencies

What ServiceProviderPro does

ServiceProviderPro is one of the best white label client portal tools for agencies to streamline their workflow. It has multiple functionalities to control various processes, collaborate with clients, and grow.

The platform is user-friendly and flexible enough to accommodate the needs of different types of businesses.

Source: ServiceProviderPro

Key features 

  • A centralized platform to handle various aspects of  clients management.
  • Customized dashboards that lets you set what information to track regarding your agency’s performance.
  • Client relationship management tools for managing client relationships  and keeping track of contracts, projects, and correspondence.
  • Automated responses for client inquiries during and after working hours.
  • Contact forms, links to invoices for hassle-free invoicing and payment.
  • Showcasing your products and services via order forms for purchase by clients.
  • Analytic features for team reports

Benefits of Using ServiceProviderPro

  • It helps to build a better and long lasting relationship with clients.
  • It allows your clients to easily assess the status of a project.
  • The custom features create a sense of professionalism.
  • It simplifies every process from onboarding to invoicing and making payments.
  • Through reports, you can make informed decisions regarding your clients and other aspects of your business .

Pricing 

  • Basic plan at $99/month
  • Pro plan at $249/month
  • Plus plan at $1,500/month

Pros

✅It is simple to use

✅Seamless onboarding process

✅Highly scalable 

Cons

🚫It might be too sophisticated for some individuals. 

🚫It is expensive 

vs

Clinked

Category: White label client portal for businesses

What Clinked does

Clinked is a white label client portal  that allows agencies to design specific interactions with clients. This leads to highly purposeful brand engagement that fosters trust among an agency’s customers.

Source: Clinked

Key features 

  • Personalized client portals that give clients easy access to files, project details, and updates.
  • Store, share, and manage files with file management tools
  • Collaboration tools to assign tasks, track progress, and communicate with team members and clients in real-time.  
  • Project management tools to track the progress of a particular project so as to beat deadlines.
  • Seamless integration with existing tools and platforms, such as Google Drive, Dropbox, and Microsoft Office. 
  • Accessibility on any device from anywhere thanks to a mobile-responsive design.

Benefits of Using Clinked

  • It has various levels of customizations to suit a wide range of businesses.
  • High level of data security and privacy 
  • It can be used anywhere and on any device.
  • It can be integrated with a variety of project management tools.
  • It is very inclusive in terms of the type of businesses it supports.

Price

  • Lite plan at $95/month
  • Standard plan at $239/month
  • Premium at $479/month

Pros

✅Mobile responsiveness 

✅Supports a wide range of industries 

✅Data privacy and security 

✅Scalable 

Cons

🚫Steep learning curve

🚫It is expensive 

vs

Vendasta

Category: Online service delivery platform for agencies

What Vendasta does

Vendasta is a white label client portal that helps in improving client relationships. It has all the tools you need to manage your services online.

It also offers deep insights into an agency’s online activities.

Source: Vendasta

Key features 

  • Agencies can track KPIs through the platform’s analytics and reporting feature.
  • Invoicing and billing features makes it easier to sell online services.
  • The dashboard also displays  task progress to keep clients updated. 
  • Scalable features for growth

Benefits of Using Vendasta 

  • It simplifies the process of selling for both the agency and the buyer, the client.
  • It promotes transparency between the agency and the client.
  • Agencies can improve their service delivery based on the analytics reports.
  • The AI powered platform helps you with email marketing, perfects your ads, and assists in many other areas of brand marketing.

Price

  • Starter plan at $79/month
  • Professional at $399/month
  • Premium at $799/month

There are custom plans available for larger agencies.

Pros

✅AI-powered functions 

✅Integration with other tools

✅Simple UI/UX design

Cons

🚫AI powered functions may not be reliable results in some use cases

🚫It is relatively expensive 

vs

Moxo

Category: Client onboarding platform

What Moxo does

Moxo is a white label client portal tool  designed to automate the onboarding process of new clients or partners. It provides a seamless interface for client interaction during onboarding or project management.

It also integrates with other tools to ensure accurate record keeping. 

Source: Moxo

Key features

  • In-built security for data protection and privacy 
  • Custom templates to speed up the onboarding process of new clients and team members 
  • Integration with external tools
  • Reporting and insights for predicting:some text
    • Client behavior 
    • Sales projection
    • Overall performance 

Benefits of Using Moxo

The benefits of using Moxo includes:

  • Seamless client onboarding process
  • Due to the pre-built templates, work is done faster and more efficiently.
  • Agencies can adopt new strategies or adjust existing ones to better suit the client and agency needs.
  • The integration facilitates reliable sharing.
  • It helps to foster a strong relationship between the agency and the client.

Pricing

The pricing is based on the plan you want and the number of active users. You can book a demo to get an accurate quotation.

Pros

✅Automated features

✅Streamlined onboarding 

✅Time saving 

Cons

🚫The layout might be too sophisticated for some individuals

vs

AgencyHandy

Category: Client and project management platform

What AgencyHandy does

AgencyHandy is a comprehensive white label client portal tool for managing clients, teams and projects. It has multiple features for engaging clients, invoicing, tracking the progress of projects and simplifying workflow.

Like most of the tools in this list, it also integrates with external tools. In general, it streamlines the management of your agency to make the work more effective.

Source: AgencyHandy

Key features 

The key features of AgencyHandy includes:

  • Forms to receive orders or just to take important client data.
  • Project status to track the progress of new and old projects.
  • Invoicing generation and payment after client approval.
  • Custom dashboard for highlighting your services and pricing.

Benefits of Using AgencyHandy 

  • It helps the team to work more efficiently.
  • It provides insights on the performance of the agency for data-driven decisions. 
  • It reduces the time spent on routine administrative tasks.
  • It fosters trust between the client and the agency.
  • Due to its transparent nature, it reduces the likelihood of disputes.

Pricing 

  • Solopreneuer at $69/month
  • Teams at $149/month
  • Pro at $199/month

Pros

✅Highly scalable 

✅Easy to use

✅Saves time

✅Ideal for a large agency 

Cons

🚫Not ideal for a small company size

🚫It is expensive 

Summing up…

While all these tools are of high-quality, you need to consider certain factors  before choosing one.

  • Cost: Is it within your budget?
  • Need: Will it accommodate your agency's client and size?
  • Scalability: Will it grow as your agency grows?
  • Operability: Can it be used seamlessly with little technical knowledge?

Get started with Clientjoy by Synup

Client joy is a simple white label client portal CRM by Synup that’s trusted by many big agencies. Want to get started? It's easy!!! Book a demo and you will be well on your way to being part of the best of the best.

Top 13 White Label Client Portal Tools for Agencies: FAQ

  1. What is a white label client portal?

A white label client portal is a third-party service platform that can be customized or rebranded by a user.

  1. What makes a good client portal?

A good client portal must be; scalable, affordable for the client and contain a lot of white label features.

  1. How do you create a client portal?

These are the steps you need to follow:

  • Identify the client portal that aligns best with your goals and resources.
  • Select the portal of choice.
  • Customize the portal with your brand's colors and logos.
  • Integrate with previously used client and project management tools.
  • Link your portal to your website.
vs

Tool
GBP Posting
GBP Review & Reputation Management
GBP Listing Management
GBP Reporting & Analytics
No items found.

Book a demo with a product specialist

To see how Synup can help you Boost online visibility with unique business profiles for each location