CLIENT PORTAL FOR SEO AGENCIES · UPDATED OCTOBER 2026

Client Management Portal for SEO Agencies, Built for the Months Before Results

Clientish is a white-label client portal for SEO agencies that puts onboarding, monthly retainers, client reports and invoices in one place, from $29 a month, alongside the SEO tools you already use. SEO clients rarely leave because the work was wrong. They leave in month three because nobody set the expectations, the access never came and they couldn’t see the work. Clientish puts the scope in a signed proposal, collects access before you start, runs the same monthly work every cycle and shows clients what is waiting on them.

Included in every plan
14-day free trial
No credit card required
One month of a monthly SEO retainer in Clientish with progress waiting on the client, this month's tasks from a task template, the subscription and the access collected at onboarding

Sound Familiar?

Four things SEO clients say in the first months of a retainer, and how the client portal answers each one before it costs you the account.

“Why aren’t we on page one yet?”

The proposal they signed lists the work, the term and what to expect, so month two isn’t a surprise.

“We’ll send the Search Console access soon.”

The onboarding form collects every login and access before the first month starts.

“Our developer will deploy it next week.”

The order shows Waiting on client and for how long, so a slow month isn’t blamed on you.

“Can you send the article again? I lost the email.”

Every article is delivered for approval in the portal, and approved automatically if they don’t answer.

AN SEO CLIENT IN CLIENTISH

From the First Audit to Every Monthly Cycle

Every stage of an SEO retainer, from the audit and signed proposal to site access, monthly deliverables and client approvals, in one client portal.

  1. 01

    Audit

    The first, easy sale

  2. 02

    Proposal

    Scope and term signed

  3. 03

    Onboarding

    Logins and access

  4. 04

    Monthly Work

    Tasks from a template

  5. 05

    Approve

    Articles signed off

  6. 06

    Next Cycle

    New order, billed again

A client's portal Reports page showing their monthly SEO report inside the agency's branded portal, with other reports, designs and docs listed beside it

YOUR SEO TOOLS STAY

Keep Your SEO Tools, Give Clients One Place

Clientish does not replace your rank tracker or your reporting tool. Keep building reports in AgencyAnalytics, DashThis, Looker Studio or a Google Sheet, then add the share link once. The report sits in the client’s portal under Reports, next to their orders and invoices, and the client is told when a new one arrives. See client reporting.

AgencyAnalytics, DashThis, Databox, Whatagraph and Google Sheets
Shown inside your branded portal, with Full screen
A New report notification and an email to the client
See when each client opened their report

EXPECTATIONS

Set Expectations Before They Sign

Most SEO clients who leave early were promised results the work couldn’t deliver that fast. Send a proposal that lists the monthly work, the length of the engagement and when to expect movement. The client reads it, picks a package and signs online, and accepting creates the client, the invoice and the order.

The monthly work written out before the sale
Packages the client chooses between
Accept and sign online with a typed name
Ask a question first or decline with a reason
Accepting creates the invoice and the order
You get an email as soon as they sign
An SEO client accepting and signing a proposal online with a typed name in Clientish, with options to decline or ask a question first
An SEO client ordering Monthly SEO and SEO articles from the service catalog in the Clientish client portal, with an SEO audit and local SEO setup available

AUDIT FIRST

Sell the Audit, Then the Retainer

An SEO audit is the easiest first sale, and the findings make the case for monthly work. List the audit, the monthly retainer and extra content in your service catalog. After the audit, the client orders the retainer or more articles from their portal, adds them to the cart and pays.

A one-off SEO audit as its own service
Monthly SEO with Basic, Standard and Premium options
Extra articles clients can order any time
Clients add services to a cart in their portal
Coupons for clients moving from audit to retainer
Pay by card, PayPal, bank or their balance

ACCESS

Get Every Login Before Month One

Weeks spent waiting for Search Console and CMS access are weeks the client still pays for. Attach an SEO onboarding form to the retainer with the intake form: the website, the CMS login, Search Console and Analytics access, the services and areas to rank for, and who deploys code changes. The order waits until it is complete.

An SEO onboarding form attached to the retainer
CMS and hosting logins kept in hidden fields
Search Console, Analytics and Business Profile access
Target services, areas and competitors
Who deploys code: their developer or your team
Past audits and reports uploaded with the form
A client filling in an SEO onboarding form in the Clientish client portal with website, hidden WordPress login, Search Console and Analytics access, target areas and who deploys code
A monthly SEO retainer in Clientish that creates a new order for every paid billing cycle, with the client’s subscription and recent cycles

THE MONTHLY WORK

Run Every Month Without Rebuilding It

An SEO retainer is the same checklist every month: technical fixes, articles, links and a report. Make the retainer a recurring service that creates a new order for every paid cycle, and attach a task template, so each month starts with its tasks, owners and due dates already in place.

A new order for every paid billing cycle
The month’s tasks created from a template
Owners and due dates set automatically
Technical, content, links and report in one order
Each month kept separate in the client’s history
Setup fee on the first invoice only

WAITING ON THE CLIENT

Show What’s Waiting on the Client

SEO work often stalls on the client’s side: a developer who hasn’t deployed the fixes, an article nobody approved. Add your own order statuses such as Waiting on client, and the order’s progress timeline shows where it is stuck and for how long, in your dashboard and in the client’s portal.

Your own statuses, in your order
A progress timeline on every order
Shows how long the order has been waiting
The same timeline in the client’s portal
Status emails when the order moves
No more “why is nothing happening?”
Progress timelines for SEO orders in Clientish, showing a retainer waiting on the client, an audit on track and a local SEO order waiting for the onboarding form
A client approving an SEO article draft in the Clientish client portal, with the draft, meta title and revisions left

CONTENT APPROVALS

Get Articles Approved on Time

Briefs, drafts and approvals scattered across chat threads slow every content plan. Deliver each article for approval. The client reads it in their client portal, approves it or asks for a revision, and if they don’t answer, it is approved automatically after the days you set.

Deliver each article or brief for approval
Approve or request a revision in one click
Automatic approval after the days you set
Revisions counted against the package
Feedback kept on the order, not in chat
Every approved article saved with the month

Services SEO Agencies Sell With Clientish

How SEO audits, monthly retainers, local SEO and extra articles are packaged, priced and ordered by clients from your portal.

SEO Audit

A one-off service with a short onboarding form, delivered for approval with the findings.

Monthly SEO

A recurring service with Basic, Standard and Premium options and a task template for each month.

Local SEO

A monthly plan with Business Profile access collected at onboarding and citations as tasks.

SEO Articles

Extra articles clients order from their portal, each one delivered for approval.

Set It Up in 4 Steps

Add your SEO services, onboarding form and monthly task template once. Most agencies send their first proposal the same afternoon.

Add Your Services

Create the audit, the monthly retainer and extra articles with prices.

Attach Onboarding

Add the SEO onboarding form and a monthly task template.

Send the Proposal

The client signs, and the invoice and order are created.

Deliver Every Month

Work the tasks, deliver for approval, and the next cycle starts itself.

How Clientish Compares for SEO Agencies

Entry-plan prices and features of the six client portals SEO agencies compare most, side by side.

CClientishWWayfrontMManyRequestsAAssemblySSuiteDashCClientjoy
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 users551, then $20 each1Unlimited staff5
Own domainYesYesYesFrom Professional$149/moNot listedFrom Premium$99/mo
Workflow automationsYesNot listedZapier onlyFrom ProfessionalFrom Pinnacle$99/moFrom Premium
Client reports in portal13 sourcesNot listedFrom Pro$99/moNot listedNot listedFrom Premium
Client invoicing12 gatewaysYesYesNot listedNot listedYes
WPick instead ifWayfront

You sell mostly productized, subscription-style services.

MPick instead ifManyRequests

You bill clients by the hour or with prepaid credits.

APick instead ifAssembly

You want a free plan for your first five clients.

SPick instead ifSuiteDash

You want unlimited staff on the cheapest plan.

CPick instead ifClientjoy

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.

SEO Agency FAQ

Straight answers on site access, approvals, client reports, your own domain and client logins for SEO agencies.

What is a client portal for SEO agencies?

A private, branded place where each SEO client signs in to see their orders, monthly work, reports, approvals and invoices instead of chasing emails. Clientish gives you that portal together with proposals, onboarding forms, tasks and invoicing, from $29 a month.

Will my SEO clients log in to the portal?

Clientish gives them a reason to: their monthly report, the articles waiting for approval and their invoices sit in one place, and an email tells them when something new arrives. The portal also installs on their phone like an app.

Can I use my own domain for the client portal?

Yes. Add a subdomain you own, such as portal.youragency.com, add one DNS record and the portal runs there with SSL, on every plan.

Is the portal branded as my agency?

Yes. Clients see your logo, your colours and your own domain, not Clientish. On Pro and Enterprise you can also switch off the Powered by Clientish line.

Can clients see my AgencyAnalytics report in the portal?

Yes, through Client reports. Add the report’s share link once and it shows in the client’s portal under Reports. DashThis, Databox, Whatagraph, Google Sheets and Looker Studio links work the same way.

Does Clientish track rankings or build SEO reports?

No. Keep your SEO tool for rankings and reports. Add its share link to Client reports and it shows inside the client’s portal, next to their orders and invoices.

How do I set realistic expectations with SEO clients?

Send your proposal with the monthly work, the term and what to expect. The client signs it online, and the invoice and order are created from it, so what was agreed is on record from day one.

How do I get Search Console and CMS access faster?

Attach an onboarding form to your SEO service. The client fills in the website, Search Console and CMS logins from their portal, and the order waits until the form is complete.

How do I run the same SEO tasks every month?

Set the retainer up as a recurring service and attach a task template. Every paid cycle creates a new order with the same tasks, owners and due dates.

How do I show the client that work is waiting on them?

Each of your orders has a progress timeline. Set the status to Waiting on client and it shows how long it has been waiting, in your dashboard and in the client’s portal.

How do clients approve articles?

Deliver the article on the order. The client approves it or asks for a revision from their portal, and if they don’t answer, it is approved automatically after the days you set (7 by default).

Can I sell an SEO audit first and the retainer later?

Yes. Add the audit and the retainer as two services. When the audit is done, the client orders the retainer from their portal and pays online.

14-day free trial · no credit card

Keep SEO clients past month three

Agree the scope in a signed proposal, collect site access before you start, run the same monthly work every cycle and let clients see the report in their portal. Try it with example data first.

$29 /mo to start14 days free trial7 days to auto-approve
What your SEO clients get
  • A signed proposal with the monthly scope
  • One form for site and Search Console access
  • Monthly work they can follow on the order
  • Your AgencyAnalytics or Looker report in the portal
  • Articles approved or revised in one click
  • Your own domain and branding
Every feature unlocked in the trial. Pick a plan only when you are ready.
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