Client Portal
Your subscribers see campaigns, conversations, calls, billing, and growth tools in one branded workspace — transparency that wins renewals.
Agencies manage 20+ clients without chaos
One login per client workspace
Clients stop asking for status update emails
Self-service dashboards
Faster approvals on social and campaigns
In-portal notifications
Renewals backed by transparent usage and results
Billing + KPI visibility
What's included
- Branded subscriber dashboard with live KPIs, campaign summaries, and usage visibility
- Omnichannel conversation inbox for client teams — voice, email, SMS, WhatsApp, and chat in one view
- Call history, recordings policy, and WebRTC softphone access for entitled roles
- Campaign visibility and performance summaries without exporting to spreadsheets
- Stripe-integrated billing, plan usage, and self-service payment management
- Calendar and appointment visibility synced from Google Calendar integrations
- Social Growth Engine tab with planner drafts, preview, and approval flows in-portal
- Asset library and brand resources per tenant for consistent client-facing materials
- Role-based access for agents, supervisors, and admins — tab gates driven by plan entitlements
- Portal notifications for social drafts, campaign milestones, alerts, and billing events
- Support and knowledge base links per tenant for self-service help
- Supervisor queue and live call monitoring where entitled — coaching without leaving the portal
- Multi-client operator view for agencies switching between isolated client workspaces
- Export-friendly reporting for QBRs and internal reviews
How it works
1
Onboard
Subscriber receives branded portal access with role-appropriate tabs driven by plan entitlements and feature flags.
2
Operate
Day-to-day work happens in inbox, calls, campaigns, and social approvals — not scattered email chains.
3
Approve
Social Growth Engine drafts and campaign milestones surface with notifications — clients approve without chasing links.
4
Review
Dashboards, usage metrics, and exports support QBRs, internal reporting, and renewal conversations.
5
Grow
Upgrade paths, transparent billing, and in-portal support reduce churn and speed expansion decisions.
Go deeper
FAQ
Is the client portal white-labeled?
Yes — subscribers see your branding, role-based tabs, and plan entitlements. Agencies can manage many client workspaces from one operator account.
What can clients see vs. admins?
RBAC controls inbox, calls, campaigns, billing, and social approvals. Supervisors get coaching tools where entitled; clients see only what their plan allows.
Can clients approve social posts in the portal?
Yes — Social Growth Engine drafts appear in the portal for review, edit, and approval before anything publishes to connected social channels.
Is billing included?
Stripe-integrated billing, usage visibility, and plan management — clients see what they pay for and can manage payment methods without email back-and-forth.
Do clients get their own phone system?
Entitled roles can use the built-in softphone with call history and recordings per your compliance policy and tenant recording settings.
Can agencies switch between client workspaces?
Yes — operator accounts with multi-client access can switch between isolated tenant workspaces without separate logins.
What notifications do portal users receive?
Social draft approvals, campaign milestones, billing events, and configurable alerts — in-portal and optionally via email.
Is the portal included in all plans?
Client portal access is a core platform feature; tab visibility and advanced modules vary by plan entitlements. See pricing for details.