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
What's included
- Branded subscriber dashboard with live KPIs
- Omnichannel conversation inbox for client teams
- Call history, recordings policy, and softphone access
- Campaign visibility and performance summaries
- Stripe-integrated billing and plan usage
- Calendar and appointment visibility
- Social Growth tab with planner and approval flows
- Asset library and brand resources
- Role-based access for agents, supervisors, and admins
- Portal notifications for drafts, alerts, and milestones
- Support and knowledge base links per tenant
- Supervisor queue and live call monitoring where entitled
How it works
1
Onboard
Subscriber receives branded portal access with role-appropriate tabs.
2
Operate
Day-to-day work happens in inbox, calls, campaigns, and social — not email chains.
3
Review
Dashboards and exports support QBRs and internal reporting.
4
Grow
Upgrade paths, usage visibility, and support reduce churn.
FAQ
Is the portal white-labeled?
Yes — subscribers see a branded workspace with role-based tabs driven by plan entitlements.
What can clients see vs. admins?
RBAC controls inbox, calls, campaigns, billing, and social approvals. Supervisors get coaching tools where entitled.