Client Portal for Digital Marketing Agencies
Built for how agency-client relationships run: proposals, onboarding, project visibility, and retainer invoicing, working alongside AgencyAnalytics or Looker Studio for campaign reporting.
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4.8/5★★★★★rating · 6 reviews on G2By Sharifur Rahman, Founder of Taskip · Last updated October 19, 2026
What Digital Marketing Agencies Actually Need From a Client Portal
Taskip, client portal software for agencies, is best for marketing agencies that want proposals, client comms, projects and retainer invoicing in one tool, flat from $12/mo. It works alongside AgencyAnalytics or Looker Studio for campaign reporting, not instead of them. Client relationships stall for reasons that have nothing to do with campaign performance: a proposal sitting unsigned, a retainer invoice chased by hand every month, or a client with no idea what stage their onboarding is at. Taskip runs the proposal, the project, and the invoice in one place your client can actually log into, with a single magic link and no password to create or remember. If paid media is the bulk of what you sell, the client portal for PPC agencies page covers ad account access, creative approvals, and management-fee billing in more depth.
What is a client portal for digital marketing agencies?
A client portal for digital marketing agencies is a branded workspace where each client follows their campaign relationship from onboarding to results. They see project status, approve deliverables, sign proposals, and pay retainer invoices, alongside the reporting dashboard your agency already uses for the campaign numbers. Taskip runs the relationship, not the reporting, in one workspace instead of email threads, spreadsheets, and a separate invoicing tool.
Built Around How Agency-Client Relationships Actually Run
Five stages, one workspace, and a client who can see exactly where their campaign and their relationship with you stand.
- 01
Lead
A prospect enters the pipeline from a form, referral, or outreach, scored and assigned before the first call.
- 02
Proposal
Scope, pricing, and a signable contract go out from the same workspace the client will use once they say yes.
- 03
Onboarding
Intake forms collect brand assets, ad account access, and goals before the first campaign asset gets built.
- 04
Active Campaign
The client sees real progress on a board built for their team, not yours, while your reporting tool covers the numbers.
- 05
Retainer
Monthly invoices go out automatically, and the relationship renews without a manual chase.
What to Look For in a Client Portal for Digital Marketing Agencies
A feature list will not tell you whether a marketing lead ever opens the portal after the first monthly report goes out. These are the eight things that actually decide whether it survives contact with a real agency-client relationship, whichever tool you end up choosing.
It complements your reporting tool, not replaces it
No client portal replaces AgencyAnalytics, Swydo, or Looker Studio for campaign numbers, and a tool that pretends otherwise is usually thin on both. Look for one that pairs cleanly with the reporting tool you already use.
Access without another password
A marketing lead juggling several channels will not create another account just to approve a strategy. Look for magic-link access, so the link in your monthly report email lands inside the portal.
Source: Baymard Institute, password requirements researchProposals and contracts before kickoff
Agencies live or die on how fast a signed proposal turns into a paid retainer. A portal that cannot send a contract just adds a second tool to the sales process.
Retainer invoicing that renews itself
Marketing work is recurring by nature. If invoicing is not tied to the retainer schedule, someone on your team is manually billing the same client every month.
A CRM view of the whole relationship
Campaign tools show you the numbers for one account. You also need to see which clients are up for renewal, which are at risk, and what the original proposal promised, since retention moves the profit number more than almost anything else an agency does.
Source: Bain & Company, customer retention researchReal white-label, not a logo slot
Make sure the portal can sit on your own domain and not just carry your logo. A retainer client paying for strategy across several channels will notice when the login page belongs to another vendor.
Pricing that does not punish growth
Per-client or per-seat pricing scales with your roster. For an agency managing a growing number of retainers, a flat rate is usually cheaper by the third or fourth client.
It stays current without manual updating
If the campaign calendar is updated by hand, the portal shows last month's plan while the team is already working on the next one. Keep the calendar and the approvals in the place the work is done.
Do You Even Need a Client Portal, or Just a Reporting Dashboard?
For a marketing agency the honest starting question is not build versus buy, it is whether a dashboard alone is enough. Here is the real range of options.
A free Looker Studio dashboard
- Best for
- One or two clients, and all you need to show is the campaign numbers, nothing about proposals, invoicing, or project status.
- Cost
- Free.
- Tradeoff
- It shows performance and nothing else. No client login beyond a shared link, no invoicing, no record of what was proposed or approved, and someone has to rebuild the report by hand every time a data source changes.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Airtable and just want the client to see task status alongside whatever reporting tool covers the numbers.
- Cost
- Often free. Most project tools include guest or viewer seats, or add them cheaply, so marketing agencies share campaign updates without a new subscription.
- Tradeoff
- The client lands inside your task tool with your team's cards around them, and there is no proposal, retainer invoice, or e-signature to go with it. A single mis-set permission lets a guest move cards on a channel plan they were only meant to read.
A Notion client hub
- Best for
- A handful of clients, and you are comfortable updating a shared page by hand between reporting cycles.
- Cost
- Free if you build the hub yourself, or a one-time fee for a purchased template.
- Tradeoff
- Nothing here is a real client login, and there is no invoicing or e-signature either. The channel summary is whatever you last typed, so it trails the campaign calendar by the next reporting cycle.
A dedicated reporting tool alone
- Best for
- Agencies whose main client-facing deliverable genuinely is the dashboard, and everything else happens over email.
- Cost
- Roughly $20 to $70 a month, often per client or per data source.
- Tradeoff
- It is built for one job. Proposals, contracts, project status, and retainer invoicing all live somewhere else, which puts you back into the fragmented stack you were trying to avoid.
An off-the-shelf portal, paired with your reporting tool
- Best for
- A growing roster of retainer clients where proposals, onboarding, project visibility, and invoicing all need one home.
- Cost
- The range runs from $12 to $200 a month, driven by whether pricing follows seats or follows your client count, and it sits on top of your reporting tool.
- Tradeoff
- A recurring cost and someone else's roadmap, plus you are still paying for a reporting tool separately. In return, hosting, security updates and portal upkeep are handled by the vendor, not your strategists.
A custom-built portal
- Best for
- Agencies with in-house developers and a reporting or billing workflow that no packaged tool handles.
- Cost
- A custom build means wiring up client login, campaign reporting views, approvals and retainer invoicing yourself. Budget well above a subscription, and expect the first usable version to be months away.
- Tradeoff
- A homegrown portal turns into a product your team supports indefinitely, using developer hours that never reach a client invoice. The launch is the cheap part; the second year of fixes is what gets missed.
The short answer
Rough rule: if the only thing your client ever looks at is the campaign dashboard, a reporting tool alone or even a free Looker Studio report is enough, and paying for a full portal on top is overhead. Once proposals, onboarding, project visibility, or retainer invoicing become real friction, pair a dedicated portal with whatever reporting tool already covers the numbers, rather than trying to make either tool do both jobs.
How the Main Options Compare
Taskip is not a reporting tool, and pretending otherwise wastes your time. Below is what each option covers and what you would still need to bolt on.
| Option | Best for | Pricing model | White-label | Invoicing built in | Campaign reporting |
|---|---|---|---|---|---|
| Taskip | Marketing agencies that want proposals, client comms, projects and retainer invoicing in one tool, flat from $12/mo | Flat, from $12/mo | Yes, custom domain | Yes | No, works alongside AgencyAnalytics or Looker Studio |
| AgencyAnalytics | Agencies whose main client-facing deliverable is the campaign dashboard itself | Per client | Yes, custom domain | No | Yes, this is its core |
| Swydo | Agencies wanting deep white-label reporting across many data sources | Per data source, from €69/mo billed monthly | Yes, extensive | No | Yes, this is its core |
| SuiteDash | Extensive white-label and automation, but a slower setup before the first retainer client is live | Flat tiers | Yes, extensive | Yes | No |
| Content Snare | Agencies whose biggest bottleneck is collecting content and assets from clients | Active-request tiers, from $42/mo billed monthly ($35 annually) | Partial, branding customization | No | No |
| Google Looker Studio | Agencies not ready to pay for anything, comfortable building reports by hand | Free | No, Google branding | No | Yes, manually built |
Prices checked October 2026 on each vendor's pricing page. Tiers change, so confirm current pricing before deciding. Most agencies that need both a portal and campaign reporting end up running one of each rather than choosing between them.
Why Client Portals Fail at Marketing Agencies
The common objection is "my client only cares about the numbers," and it is usually half right. The pattern is that the client opens the monthly report link and never the portal. Here are four reasons that happens, and what fixes each.
It duplicates the reporting dashboard instead of complementing it
FixDo not try to rebuild campaign analytics inside the portal. Keep the numbers in the tool built for numbers, and use the portal for everything around them: proposals, status, and invoices.
The portal shows internal channel tasks, not the client's decisions
FixLimit the client view to three things: where the campaign stands, what you need from them, and which strategy or deliverable is waiting for approval. Keep sprint-level detail on your side.
Campaign status is out of date, so the client trusts the report email instead
FixRun the campaign calendar and approvals inside the portal itself. A copy kept up by hand slips within two weeks, and then the client goes back to replying to the report email.
Nothing in the portal is due once the monthly report has been sent
FixAttach the monthly recap, the retainer invoice and next month's strategy approval to the portal, so the report link points clients there. A storage-only portal gets opened once and left.
How Taskip Works for Digital Marketing Agencies
Turn Leads Into Retained Clients
Control your entire sales process from first contact to signed retainer.
- Custom pipeline stages from lead to signed client
- Drag-and-drop deal management with deal value
- Signable proposal sent from the same workspace as the retainer invoice
- Automated follow-up tasks and reminders
Client Communication in One Thread
Campaign questions, channel feedback and strategy replies stay on one thread per client instead of spreading over email and Slack.
- One thread per client engagement, whichever channels it spans
- Feedback and approvals timestamped and tied to the campaign
- Strategists talk privately, and the client thread shows only what you choose to send
Campaigns Your Client Can Actually See
Client-visible progress in a fully white-labeled portal, without exposing your internal task board.
- A campaign board per client, built for their view and not for your team's
- Onboarding, strategy, and campaign stages the client can follow
- Files, brand assets, and ad account access filed against the right client
Retainers That Renew Themselves
The part of an agency that compounds: recurring retainer billing that runs on its own.
- Retainer invoices created monthly on the schedule you set
- Payment reminders go out on their own while a retainer invoice is open
- Retainer clients pay by card or PayPal from the invoice page in the portal
How Client Sign-Off Works in Taskip
Most disputes with a marketing client are about what was promised, not what was delivered. Taskip stores the proposal as sent, each strategy approval, and the retainer fee tied to it.
- Step 1
Propose
Scope and pricing go out as a signable proposal from the portal the client will use for the whole relationship.
- Step 2
Onboard
Intake forms collect brand assets, ad account access, and goals before the first deliverable gets built.
- Step 3
Review
Feedback on a campaign deliverable is posted to one timestamped thread, with your answers directly under it.
- Step 4
Approve
Each deliverable or campaign phase is marked approved, which closes it and opens the next.
- Step 5
Invoice
The retainer invoice goes out on schedule, referencing the work period it covers.
To be precise about scope: Taskip holds the proposal, the thread, the strategy approvals and the retainer invoice that belongs to them. It does not build campaign reports or connect to Google Ads, Meta, or GA4 the way a dedicated reporting tool does. Agencies pair Taskip with a reporting tool for the numbers, and keep the relationship, the approvals, and the billing here.
2×
client capacity at RIVERA Marketing, from 4 to 8 active projects
5+ hrs
saved weekly on admin, follow-ups, and invoicing at RIVERA Marketing
4
tools RIVERA Marketing replaced: Trello, Sheets, Forms, and WhatsApp
$12/mo
flat starting price, not billed per client
Real results
RIVERA Marketing: 2× client capacity, 4 → 8 active projects
Templates & Tools for Digital Marketing Agencies
Everything Digital Marketing Agencies Need in One Platform
White-Label the Whole Experience
- Your logo, your colors, your custom domain
- Taskip branding removed from the retainer client's view (included on Growing Agency and Agency Pro, paid add-on on Freelancer and Startup Team)
- Retainer clients sign in on your agency's domain and never see a third-party product name
Client Intake Without the Back and Forth
- Forms for briefs, brand assets, and ad account access
- Collect everything at onboarding, not mid-campaign
- Everything filed against the right client automatically
Proposals and Contracts Before Kickoff
- Quote a retainer, then turn the accepted proposal into its first invoice
- Contract signature and first retainer invoice happen in the same step
- Scope changes mid-retainer become a new quote with its own paper trail
One Workspace for the Whole Team
- Role-based permissions for strategists, designers, and account managers
- Internal discussion separate from client-facing threads
- Hours logged per client, for hourly work or to check effort against a retainer
Digital Marketing Agencies Love Taskip
“Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. Responses are fast, and they turn user suggestions into reality.”
Karlo R.
WordPress Developer & Marketing Consultant
“This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.”
Bulbul Ahmed
Founder, BinaryFusion
Taskip Features for Digital Marketing Agencies
FAQs: Taskip for Digital Marketing Agencies
What is a client portal for a digital marketing agency?
A client portal for digital marketing agencies is a branded workspace where each client follows their campaign relationship end to end. They see onboarding status, review and approve deliverables, sign proposals, and pay retainer invoices, alongside the reporting dashboard your agency already uses for the numbers. For the agency, it replaces the mix of email, spreadsheets, chat apps, and a separate invoicing tool most client relationships get managed with.
Is a client portal the same as a reporting dashboard?
Not quite, and tools that try to be both tend to do one half weakly. A reporting dashboard like AgencyAnalytics or Swydo shows campaign performance pulled from Google Ads, Meta, and GA4. A client portal is the workspace for everything around the campaign: proposals, onboarding, project status, and invoicing. Agencies that want the numbers and the relationship in one place usually keep a reporting dashboard and a portal side by side.
What should a marketing agency client portal include?
Six things, at minimum: a proposal and contract flow before kickoff, onboarding forms for brand assets and account access, client-visible project status, a record of approved deliverables, retainer invoicing on a schedule, and support requests for ad-hoc work. Taskip covers all six, and pairs with whatever reporting tool already covers campaign numbers.
Can clients open our marketing portal on our own domain?
Yes, on any paid plan the portal opens on your domain with your logo and colors, ahead of every strategy approval and monthly recap. Hiding the Taskip name completely is included on Growing Agency ($59/month) and Agency Pro, and is a paid add-on on Freelancer and Startup Team. A retainer client with several channels in play then sees one consistent front door for your agency.
How do retainers work after a campaign launches?
The same portal carries on through the retainer. Recurring invoices go out monthly on schedule, automated reminders keep payments from sitting, and ad-hoc requests come in as support tickets instead of a separate email thread.
How much does a client portal for digital marketing agencies cost?
A retainer portal on Taskip starts at $12/mo flat, and the price does not rise with each client you add. A client portal for digital marketing agencies generally runs from around $12 to $200 a month, separate from whatever you already pay for campaign reporting. The bigger variable is the pricing model: flat-rate tools charge the same whether you have three retainers or thirty, while per-client or per-seat tools multiply as your roster grows. Proposals, onboarding forms, the campaign board, retainer invoices and support tickets sit in one workspace, replacing work that otherwise needs 8+ tools.
Should I just use a reporting tool instead of a full portal?
If the only thing your client ever looks at is the campaign dashboard, yes, a reporting tool alone or even a free Looker Studio report is enough, and a full portal is overhead. Once proposals, onboarding, project visibility, or retainer invoicing start creating real friction, that is the point to add a dedicated portal alongside the reporting tool, not instead of it.
Will marketing leads open the portal, or only the report link?
Only if the portal gives them something the report link does not. Portals fail for four predictable reasons: they duplicate what the reporting dashboard already shows, they expose your internal task board instead of client decisions, the status goes stale because someone has to update it by hand, and there is no recurring reason to return. Fix those and adoption follows.
Does this work alongside AgencyAnalytics, Swydo, or Looker Studio?
Yes. Taskip does not build campaign reports or connect to Google Ads, Meta, or GA4, so agencies pair it with a dedicated reporting tool for the numbers and use Taskip for the proposal, the project, the client thread, and the invoice around them.
Is there a free client portal for digital marketing agencies?
There are free tiers and free tools like Looker Studio for the reporting half, and for one or two clients they can be enough. The usual limits on the portal side are no white-labeling, no invoicing, caps on clients, and no approval record, which is the piece that matters most when a proposal or scope gets disputed. If you are running several concurrent retainers, the cost of a paid portal is typically less than one unbilled hour a month spent chasing approvals across email.