Impress Your Clients With Professional White Label Client Portal

Share files, collaborate on projects and sign contracts with clients in one place.

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4.7

4.7/5
Capterra

4.7

4.7/5

White Label Ready Client Portal

Use custom domain name and your logo on your client portal. There will be no mention of Agiled anywhere.

 

Here is What Your Client Can Do In White Labeled Client Portal

Pay Invoices Issued To Them

Your clients can see all the invoices issued to them by you. They can even pay you from the client portal. 

Approve Estimates

All the estimates you send to the client can be seen by client in their portal. They can approve, decline, and download the estimate.

 

Sign Contracts and Proposals

You can create as many contracts you want for your clients and they can see all the contracts and their history in their portal. They can easily sign and download the contracts.

Collaborate On Projects

Your clients can see all the projects you have with them. They can share files and see the progress of the projects. You can even allow them to see tasks if you want.

Create Support Tickets

If your clients need any help, they can create support tickets from their portal to get immediate help. They can see all the tickets they have created and their status.

Schedule Appointment with you

You can set up meetings with your clients and they can see details of the events, appointments, and meetings in their portal. They can also book a meeting with you from the client portal. 

Hear It from Our Happy Users

The interface is intuitive and easy to navigate, which means that I can spend less time figuring out how to use the app and more time actually managing my projects

Ferdous
Marketer

I’ve tried a good few CRMs over the years, and once I got over the fact that none of them are going to actually do my work for me, I started to appreciate finer details

mike l.
Small business owner

I love that Agiled has a built-in invoicing feature that makes it easy to invoice clients and that the CRM is so easy to use. This is a must-have for anyone who is running a business.

Ahmad R.
Retail Sales & Marketing

This is really an incredible all in one solution. It is genuinely full of features. I can’t imagine how they deliver so much more than every other solution I’ve tried.

Jim C
Fundraising Consultant

etting up Agiled literally took me 10 minutes from start of set up to sending first invoice. It’s dead simple and the on-boarding was very intuitive. I wish I would have done this a long time ago.

Howard Olsen
Professional Speaker

I have added my first prospect and send a proposal. I really love all the detailed features. Almost anything is possible what you can imagine 🙂I really like that I can integrate Asana with Agiled

Klaziena Waerts
Coach

Top Rated by Professionals

4.7

4.7/5

4.7

4.7/5

4.8

4.7/5

Explore More Features

Productivity

Checkout how our productivity features like Project Management, task management and time tracking can help you. 

Scheduling

See how you can create custom appointment booking page and book meetings with your clients with ease.

Docs

See How you can use our intuitive drag and drop builder to create and send contracts and proposals to your clients. 

Better Business Management

91% of members recommend Agiled to a Friend.

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