White-Label Client Portal
A client portal your clients log into under your brand.
A white-label client portal is a branded, secure space where your clients log in to see campaigns, deliverables, approvals, results, and invoices, all under your agency's name. We build custom portals you own, built around the exact workflow your agency runs, instead of renting a generic portal with a per-client fee and a vendor's logo.
Where it breaks down
Your clients shouldn't have to email you for a status update.
When the work lives across email, Slack, shared drives, and a reporting tool, the client experience is whatever they can piece together. A portal is the one place it all lands.
- Clients emailing to ask where a deliverable stands.
- Approvals scattered across email threads and Slack messages.
- A generic portal that almost fits, with a per-seat fee and a vendor's logo on it.
- Deliverables, assets, reports, and invoices living in four different tools.
- No single place a client can log into that feels like your agency.
What we build
One branded place for the whole client relationship.
Built around how your agency actually delivers, owned by you, and unmistakably yours.
Branded login, your workflow
A portal that looks and works like your agency, not a rented template, matching the way you actually onboard, deliver, and report.
Deliverables and approvals
Work, assets, and sign-offs in one place, so approvals stop living in email threads and nothing gets lost between tools.
Live results built in
The white-label dashboard inside the portal, so clients see current results the moment they log in, not in a monthly attachment.
Billing, docs, and ownership
Invoices, contracts, and documents in the same branded space. A fixed-price build with no per-client fee, owned by you.
Proof
We didn't just build dashboards for clients. We shipped our own.
ROI Insights is a marketing-measurement platform we built and run in production. It tracks every marketing dollar across every channel, from digital and search to social and even direct mail and yard signs, then ties each lead back to the source that produced it.
It installs anywhere, does AI call recording and lead scoring, and handles dynamic number tracking and attribution. The point for you is simple: building reporting software for the marketing world is something we have already done, for real.
See ROI Insights →What it costs
Straight numbers, not "it depends."
Most projects
Start under $10,000
A focused build: a white-label dashboard, a client portal, or a reporting setup that does one job well.
More complex builds
$25,000 to $75,000+
Several integrations across your martech stack, a full client portal, or migration off a reporting tool you have outgrown.
Not sure where you land?
Run a rough number yourself in a couple of minutes, or get one fixed quote on a 30-minute call.
Estimate Your Project Or get a fixed quote on a call →Every project is a fixed price, quoted after a scoping call, before any money changes hands. See how much custom software costs.
Common questions
Questions about white-label client portal.
What is a white-label client portal?
It is a secure, branded space where your clients log in to see and interact with the work you do for them: campaigns, deliverables, approvals, live results, and invoices, all under your agency's name with no vendor branding. Custom-built, it matches your exact workflow and you own it.
Can clients approve deliverables and see reports in the portal?
Yes. The portal can hold deliverables and approvals and embed the live white-label dashboard, so a client logs into one branded place to review work, sign off, and see current results.
Can it match our brand exactly?
Yes. It is your portal, not a rented one with a logo swap. The design, the language, the workflow, and the domain are yours, so to the client it simply is your agency.
Will it connect to our CRM and project tools?
Usually, yes. We integrate the portal with the CRM, project management, and billing tools you already run, so the same data stops being re-entered across systems.
How much does it cost, and do we own it?
Most projects start under $10,000. More complex portals with several integrations run $25,000 to $75,000 or more. We quote one fixed price after a scoping call. You own the source code and the data, with no per-client fee.
Related
Where to go next.
Let's build the white-label client portal you own.
30 minutes. Tell us how you report and deliver today, and we'll tell you what is worth building and what it would cost. We won't pitch you marketing services. That's your job, not ours.
Book a Free Clarity Call