Client Portal for Digital Marketing Agencies That Wins More Clients
Struggling to keep clients and campaigns on track? Taskip transforms the way your agency works by streamlining projects, enhancing client communication, and delivering results that keep everyone coming back for more.
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4.8/5★★★★★rating on G2Features Marketing Agencies Need to Keep Clients Happy
Simplify processes, strengthen trust, and deliver results that stand out. Taskip is designed to help marketing agencies cut through the chaos and deliver exceptional results.
What is Taskip for Digital Marketing Agencies?
Taskip is a client portal and agency management platform for digital marketing agencies. It centralizes campaign tracking, client communication, invoicing, and project management in one fully white-labeled workspace, your logo, colors, and custom domain, no Taskip branding visible to clients, replacing the fragmented tool stack most agencies juggle today. 1,600+ agencies in 40+ countries use Taskip to deliver better results and retain clients longer.
How Taskip Works for Digital Marketing Agencies
Turn Leads into Loyal Clients Without the Chaos
Control your entire sales process from first contact to signed deal.
- Easy Deal Creation & Custom Stages
- Drag-and-Drop Pipeline Management
- Smart Tasks & Reminders
- Automated Meetings & Email Sequences
- All-in-One Deal Context & Visibility
Never Lose Track of a Client Again
A centralized contacts hub for managing client relationships.
- Bulk import your existing contacts
- Unified communication history per client
- Financial tracking tied to every contact
Stay Connected, Respond Fast
A unified inbox across all your accounts.
- Centralize emails from multiple accounts
- Automate replies and follow-ups
- Tag and organize conversations
Plan, Execute, and Exceed Client Expectations
Projects built for client work.
- Custom project settings and Kanban boards
- Labels, collaboration tools, and file sharing
- Client-visible progress in a fully white-labeled portal, your logo and domain
Simplify Operations and Focus on What Matters
Workflow automation that scales your agency.
- Automate repetitive tasks
- Scale operations while maintaining quality
7h
saved per week by cutting down on admin work
85%
of agencies see smoother teamwork and faster execution
25%
increase in on-time client deliverables
12%
more projects handled without adding workload
Real results
RIVERA Marketing: 2× client capacity, 4 → 8 active projects
Everything Digital Marketing Agencies Need in One Platform
Effortless Meeting Scheduling
- No more endless back-and-forth, set your availability and let clients book directly
- Automated confirmations ensure your team and clients stay aligned
- Free up your schedule for strategy and creative work, not coordination
A Centralized Hub for All Client Documents
- Store proposals, campaign briefs, and contracts in one organized location
- Instantly share docs with clients to keep projects moving forward
- Never lose files in long email threads again
Invoicing That Keeps You Paid and Professional
- Create and send branded invoices in just a few clicks
- Track payments, due dates, and client billing history from one place
- Save time with recurring invoices and automatic reminders
Client Forms That Collect What Matters
- Collect project briefs, feedback, or client info with zero back-and-forth
- Customize fields and styling to match your agency's brand
- Get everything you need before the work starts, no delays, no confusion
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
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly.”
Aminul I.
CEO · Small Business
“Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to manage business and clients.”
Abdur Rahman
Founder, QuomodoSoft
Taskip Features for Digital Marketing Agencies
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FAQs: Taskip for Digital Marketing Agencies
What is Taskip, and how does it help marketing agencies?
Taskip is an all-in-one CRM tool designed to tackle the common challenges marketing agencies face, including managing projects, enhancing client communication, and tracking results. Instead of juggling five disconnected tools, your pipeline, projects, invoicing, and a branded client portal live in one workspace, the same setup 1,600+ agencies in 40+ countries already run on.
Can Taskip handle multiple projects at once?
Yes. Track multiple projects across various clients seamlessly with Taskip's task and progress management tools. Kanban boards, custom stages, and automated reminders keep every project stage visible, so nothing slips through the cracks even when you're running a dozen projects in parallel.
Can my team use Taskip for collaboration?
Absolutely. Taskip fosters team collaboration by centralizing communication, assigning tasks, and sharing updates in real-time. Team members see the same boards, deadlines, and client threads, so everyone works from a single source of truth instead of scattered chats and email forwards.
Is Taskip suitable for small agencies?
Taskip is designed for agencies of all sizes. Whether you're managing 5 or 50 clients, Taskip scales to meet your needs, start solo on the $12/month plan, add team members as you grow, and never migrate platforms again. Real customers have tripled project capacity on the same setup.
Does Taskip include AI features?
Yes. Taskip includes Taspi, a built-in AI agent that automates repetitive tasks, summarizes project status, drafts responses, and surfaces insights across your client work. It's the reason 1,600+ agencies describe Taskip as their AI-first client portal, the intelligence is built in, not bolted on.