CLIENT PORTAL FOR DIGITAL MARKETING AGENCIES · UPDATED OCTOBER 2026
Client Management Portal for Digital Marketing Agencies, Where Clients See the Work
Clientish is a white-label client portal for digital marketing agencies that puts onboarding, monthly retainers, approvals, client reports and invoices in one place, from $29 a month, alongside the ad and analytics tools you already use. Marketing clients rarely leave because the campaigns failed. They leave because they couldn’t see what you did for the fee. Clientish collects access and assets before you start, shows every deliverable in the client’s portal, gets posts and ads approved on time and bills the retainer every month.
Sound Familiar?
Four things marketing clients say in the middle of a retainer, and how the client portal answers each one before it costs you the account.
From Onboarding to Every Monthly Report
Every stage of a marketing retainer, from ad account access and onboarding to monthly deliverables, approvals, reports and invoices, in one client portal.
- 01
Order
Retainer picked and paid
- 02
Onboarding
Access, IDs, brand files
- 03
Setup
Tasks for your team
- 04
Approve
Posts and ads signed off
- 05
Report
Delivered in the portal
- 06
Renew
Billed every month
ACCESS & ONBOARDING
Get Access Before the Retainer Starts
Agencies lose the first weeks of a retainer chasing Google Ads access, Meta Business Manager IDs and brand files by email. Attach an onboarding form to each service with the intake form: the accounts you will manage, IDs, ad budget, who approves content and the brand guide. The order waits as Pending until it is complete, so you can see exactly what is missing.
SHOW THE WORK
Let Clients See What They Pay For
When the work happens in ad accounts and spreadsheets, the client only sees the invoice. In the client portal clients see each order with its progress timeline, every report, post and campaign plan you delivered, and what is waiting for their approval, so the value of the retainer is visible every month. Reports you already build in Looker Studio, AgencyAnalytics, DashThis or Google Sheets show under Reports with client reporting.
APPROVALS
Get Posts and Ads Approved on Time
A post that takes two hours to make can wait days for sign-off, and campaigns miss their launch date. Deliver the content calendar, ad creatives or report for approval. The client approves it or asks for a revision in one click, and if they don’t answer, it is approved automatically after the days you choose.
SCOPE CREEP
Stop Scope Creep on Flat Retainers
On a flat monthly fee, every “quick extra” comes out of your margin. Sell retainers from your service catalog that list what each month includes, offer Basic, Standard and Premium options, and turn extra channels, campaigns or landing pages into paid add-ons.
CLIENT REQUESTS
Every Request in One Queue
Requests arrive by email, WhatsApp and calls, and some get missed. Clients open a support ticket from their portal instead. Each ticket is assigned to the right person on your team, with response times you set, and the whole conversation stays in one thread.
BILLING
Bill the Retainer Every Month Automatically
Chasing retainer payments and mixing them with one-off work causes most billing disputes. Set the retainer up as a recurring service with recurring billing: the invoice is raised every cycle, the client gets an upcoming payment notice, and one-off campaigns are invoiced separately with their own line items.
Services Digital Marketing Agencies Sell With Clientish
How SEO retainers, PPC management, social media plans and campaign launches are packaged, priced and ordered by clients from your portal.
Set It Up in 4 Steps
Add your retainers, onboarding forms and task templates once. Most marketing agencies are ready to take orders the same afternoon.
How Clientish Compares for Marketing Agencies
Entry-plan prices and features of the six client portals marketing agencies compare most, side by side.
| CClientish | WWayfront | MManyRequests | AAssembly | SSuiteDash | CClientjoy | |
|---|---|---|---|---|---|---|
| Entry plan | $29/moevery feature included | $129/mo$99 yearly | $59/mo$39 yearly | $49/mo$20 yearly | $19/mo$180 yearly | $49/mo$44 yearly |
| Team users | 5 | 5 | 1, then $20 each | 1 | Unlimited staff | 5 |
| Own domain | Yes | Yes | Yes | From Professional$149/mo | Not listed | From Premium$99/mo |
| Workflow automations | Yes | Not listed | Zapier only | From Professional | From Pinnacle$99/mo | From Premium |
| Client reports in portal | 13 sources | Not listed | From Pro$99/mo | Not listed | Not listed | From Premium |
| Client invoicing | 12 gateways | Yes | Yes | Not listed | Not listed | Yes |
You sell mostly productized, subscription-style services.
You bill clients by the hour or with prepaid credits.
You want a free plan for your first five clients.
You want unlimited staff on the cheapest plan.
Proposals, contracts and a sales pipeline matter more to you than the portal, which starts on its Premium plan.
Entry-plan facts from each vendor’s own pricing page on 7 October 2026. “Not listed” means their pricing page does not mention it. Check their pages for the latest.
Digital Marketing Agency FAQ
Straight answers on ad account access, approvals, client reports, scope creep, your own domain and client logins.
What is a client portal for digital marketing agencies?
It is where a marketing retainer becomes visible. Instead of a monthly invoice and silence, the client sees the posts, campaigns and reports you delivered, what waits for their approval and what they have paid. Clientish runs that portal with onboarding forms, retainers, tickets and invoicing, from $29 a month.
Will my marketing clients log in to the portal?
They log in when something needs them: posts to approve, a new report or an invoice. Clientish sends an email for each one, and the portal installs on their phone, so approving a post takes a minute between meetings.
Can clients see my Looker Studio or GA4 dashboard in the portal?
Yes, through Client reports. Add the share link of your Looker Studio report, including one built on GA4 data, and it shows in the client’s portal under Reports. AgencyAnalytics, DashThis, Databox, Whatagraph and Google Sheets links work the same way.
Why not just give clients guest access to our project tool?
A guest view shows your task board, not the business side. In your portal, each client gets one place under your brand to order, fill in onboarding, approve deliveries, open tickets, see reports and pay invoices, all under your own domain.
How do I get ad account access from clients faster?
Attach your onboarding form to each of your services. The client fills in the accounts you will manage, their IDs, budget, approver and brand files from their portal, and the order waits until the form is complete.
How do I show clients what we did this month?
Deliver each content calendar and campaign plan on the client’s order, and show your monthly report with Client reports. The client sees every delivery and its status in their portal, with a progress timeline for the order.
How do I get social posts and ads approved faster?
Deliver them for approval on the order. The client approves or asks for a revision in their portal, and if they don’t answer, they are approved automatically after the number of days you set (7 by default).
How do I stop scope creep on a monthly retainer?
Sell retainers that list what each month includes, offer Basic, Standard and Premium options, and turn extra channels or campaigns into paid add-ons.
Can I bill a retainer and one-off campaigns separately?
Yes. The retainer is a recurring service billed every cycle, and one-off campaigns are separate services with their own invoices.
Can clients send requests without email?
Yes. Clients open support tickets with you from their portal, and each ticket is assigned to your team with response times you set.
Can I keep client logins safe?
Yes. Collect logins in hidden fields of your onboarding form that only your team sees.
Is the portal branded as my agency?
Yes. Your agency’s logo and colours, on a portal address under your own domain such as clients.youragency.com. On Pro and Enterprise the Powered by Clientish line can be switched off as well.
Run every retainer where clients see the value
Collect access, deliver for approval, show the monthly report and bill the retainer from one branded portal. Try it with example data before you decide.
- Onboarding forms for ad account access
- Posts and ads approved in the portal
- Looker Studio and other reports in the portal
- Retainers billed every month
- Tickets for every client request
- Your own domain and branding