7 Best client portals for marketing agencies in 2025
At a glance
Streamline client management: Use purpose-built client portals designed for marketing agencies to cut friction and boost efficiency.
Centralized workspaces: Platforms like Moxo bring onboarding, approvals, and project tracking together in one place.
Automated approvals: Reduce delays and improve collaboration by streamlining feedback loops.
Faster campaigns in 2025: These top seven client portals help agencies deliver faster with less back-and-forth.
Managing clients should not feel like managing chaos
Client onboarding is slow. Feedback loops are even slower. Deliverables often get delayed not because of the work, but because of the back-and-forth it takes to get sign-off.
A purpose-built client portal for marketing agencies solves that problem. It streamlines intake, centralizes approvals, and automates the admin tasks that slow campaigns down. These are the top platforms helping agencies deliver faster and with less friction in 2025.
1. Moxo
Moxo is a client interaction hub built specifically for service delivery. For marketing agencies, it acts as a centralized workspace where every client touchpoint lives in one place: onboarding, approvals, content sharing, project tracking, and communication.
Instead of juggling Slack threads, email chains, and folders, agencies can give each client a branded portal with automated workflows and intelligent task handoffs. The result is faster execution and fewer follow-ups.
Why it works for marketing agencies
Automated approval flows: Route campaign drafts, copy, or creative assets through structured sign-off paths with real-time visibility into what's pending and what's complete.
Friction-free feedback: Let clients comment directly on images, videos, and documents with built-in annotation tools, eliminating scattered email threads and version confusion.
Custom-branded portals: White-label the entire experience so the portal feels like a seamless extension of your agency brand.
Real results
Webware used Moxo to streamline its creative workflow, reducing campaign delays by 50%. Creative handoffs that once required multiple emails and phone calls are now completed in a few clicks.
1852 Media increased client capacity by 30% per manager after switching to Moxo, automating approvals, tracking content deliveries, and significantly reducing staff burnout.
Standout features for agencies
Workflow builder: Create repeatable templates for creative feedback, onboarding, and approvals
Intelligent automation: Keep work moving without manual follow-ups or email chasing
Agentic AI: AI-powered assistance that proactively manages tasks, reviews forms and files, and optimizes workflows
Role-based access: Manage multiple client workstreams with enterprise-grade security
Mobile-first design: Get real-time updates and share files seamlessly on any device
Comprehensive integrations: Native connections to Google Drive, Dropbox, CRMs, and other essential tools
Moxo is ideal for agencies that want to scale operations without sacrificing quality, offering repeatable, white-labeled workflows that create a seamless client experience every time.
2. Accelo
Accelo is a comprehensive client work management platform designed for professional services, including marketing and creative agencies. It combines project management, time tracking, CRM, billing, and client communication, though its strength lies more in internal operations than client-facing experiences. While its client dashboards provide project visibility, the interface can feel technical and less polished compared to purpose-built client portals.
Why it works for marketing agencies
Client visibility: Allow clients to see completed work, items in review, and what's scheduled next
Time tracking and billing: Log hours to tasks and generate invoices from milestones or usage
CRM integration: Manage leads, nurture campaigns, and active projects together
What stands out
All-in-one operations: Pair workflows with email sync, scheduling, and sales tracking
Retainer-friendly: Fit agencies that track hours and deliverables month to month
Scalable setup: Best for mid-sized or larger teams with defined processes
What to consider
Complex setup: Requires significant configuration and training for optimal use
Learning curve: Both team and clients need time to adapt to the interface
More internal-focused: Better suited for backend operations than seamless client experiences
3. Client Portal (by Motion Invest)
Client Portal is a basic WordPress plugin for creating simple client areas. While budget-friendly, it's quite limited in functionality compared to modern client portal solutions. This bare-bones approach works for very small agencies with minimal client interaction needs, but lacks the automation and collaboration features that drive efficiency.
Why it works for marketing agencies
Low learning curve: No learning curve - integrates seamlessly with WordPress, making it easy to install and customize
Branded and private: Host on your domain to maintain brand continuity
One-time cost: Avoid recurring subscription fees while keeping ownership
What stands out
Full control: Keep data and branding entirely in house
Simple structure: Provide clean sections for files, timelines, and updates
Best for small teams: Ideal for boutique agencies with a focused client list
What to consider
No automation: Requires manual updates and client communication
Limited collaboration: No built-in feedback or approval tools
Minimal scalability: Becomes inadequate as client needs grow complex
4. SuiteDash
SuiteDash markets itself as an all-in-one platform with CRM, project management, and client portals. While it offers an attractive feature list on paper, the execution often falls short of expectations. The platform is better suited for very small agencies with basic needs, as many of its advertised capabilities don't function reliably in practice.
Why it might work for very small agencies
Budget-friendly pricing: Lower cost option for agencies just starting out
Basic white-labeling: Simple branding options for small-scale use
Entry-level features: Covers fundamental client portal needs at a basic level
What to consider carefully
Limited functionality: Many advertised features don't work as promised or are unreliable
Not scalable: Quickly becomes inadequate as agency needs grow beyond the basics
SuiteDash may appeal to very small agencies looking for a low-cost entry point, but agencies should carefully evaluate whether the platform can actually deliver the functionality they need before committing.
5. Aproove
Aproove specializes in creative proofing and approval workflows, making it suitable for agencies handling high volumes of creative assets. However, it's primarily focused on the review process rather than comprehensive client management. While strong for visual feedback, it lacks broader client portal functionality like onboarding, project communication, and file organization.
Why it works for marketing agencies
Visual proofing: Annotate images, PDFs, and videos directly in the browser
Automated review cycles: Control versioning and structured approval routing
Unified comments: Centralize feedback to prevent duplicates and confusion
What stands out
Complex workflows: Handle detailed, multi-step review chains with ease
Performance metrics: Track time-to-approval and feedback KPIs
Enterprise scale: Support high-volume campaign production
What to consider
Limited scope: Primarily a proofing tool, not a complete client portal
Missing features: Lacks onboarding, communication, and project management
Enterprise pricing: Can be expensive for smaller agencies
6. Copilot
Copilot offers a modern interface with modular features, but its flexibility can also be a weakness. The platform requires agencies to piece together different modules, potentially creating a fragmented client experience. While visually appealing, it lacks the deep automation and workflow intelligence found in purpose-built solutions.
Why it works for marketing agencies
Modular setup: Enable messaging, billing, documents, and forms per client
Built-in messaging: Keep conversations organized and secure in the portal
What stands out
Fast implementation: Configure workspaces quickly with an intuitive admin
Brand control: Customize logo, colors, and domain for a polished look
Flexible pricing: Scale features and seats as your agency grows
What to consider
Fragmented experience: Modules don't integrate as seamlessly as purpose-built solutions
Limited automation: Requires more manual management than specialized platforms
Feature gaps: Missing advanced workflow and approval automation
Lacks mobile optimization: Limited mobile interface functionality affects on-the-go access
7. Monday.com (with client portal setup)
Monday.com is primarily an internal project management tool that can be configured for client visibility. However, this DIY approach often results in a clunky client experience that exposes too much operational complexity. Clients typically find Monday.com's interface overwhelming, and the setup requires ongoing maintenance to keep client-facing views clean and relevant.
Why it works for marketing agencies
Visual boards: Show project stages clearly with timelines and dashboards
Automation rules: Trigger reminders, approvals, and task assignments as work progresses
What stands out
Template friendly: Clone portal patterns to onboard new clients quickly
Ecosystem integrations: Connect Slack, Google Drive, Outlook, and more
What to consider
Not client-focused: Built for internal teams, not external client interaction
Complex permissions: Difficult to maintain proper client access levels
Overwhelming interface: Clients often find it confusing and cluttered
Why Moxo is purpose-built for agency success
Most platforms solve part of the agency puzzle. A few manage projects well. Some collect basic approvals. Others offer branding options. Moxo is the only platform that brings all of these elements together in a solution designed specifically for client-facing workflows.
Unlike generic project management tools or basic file-sharing portals, Moxo was built from the ground up to handle the entire client lifecycle—from initial onboarding through final delivery—with the automation and polish that modern agencies need. Moxo is built with client-facing workflows at the center. Agencies can automate feedback loops, manage creative assets, and assign tasks in real time, all inside a secure, white-labeled client hub.
Choose a portal that matches your agency's ambitions
Today's clients expect fast turnarounds and a polished, professional experience. You can't deliver that consistently if feedback lives scattered across inboxes and approvals depend on manual follow-ups and phone tag.
The right client portal transforms how clients perceive and interact with your agency. It's the difference between looking like a scrappy startup and operating like the premium service provider you are. Whether you're scaling from five clients to fifty or simply tired of losing time in approval loops, Moxo helps agencies create the kind of seamless, branded experience that wins client loyalty and drives referrals.
Ready to transform your client relationships? Book a demo with Moxo today.
FAQs
What is the best client portal for marketing agencies? The best portal depends on your size, workflow complexity, and growth ambitions. Moxo stands out as the only purpose-built solution that combines automation, advanced creative feedback tools, and complete branding control in one platform. Other options like SuiteDash, Copilot, and Aproove serve specific needs but require compromises in functionality or user experience.
Can I customize Moxo to match my agency's branding perfectly? Absolutely. Moxo offers complete white-labeling, including custom domains, logos, brand colors, and portal visuals. Your clients will see your brand identity at every touchpoint, creating a seamless extension of your agency experience.
How does Moxo handle creative feedback and approvals better than other platforms? Moxo allows clients to comment directly on designs, videos, and documents with advanced annotation tools. You can set up multi-step approval workflows, track real-time status, and automate intelligent reminders—all while maintaining perfect version control and feedback organization.
Does Moxo integrate with my existing agency tools? Yes. Moxo integrates natively with CRMs, Google Drive, Dropbox, and other essential platforms. You can also use APIs and custom workflows to connect virtually any tool your agency relies on.
What's the real difference between Moxo and project management tools like Monday.com or Accelo? Monday.com and Accelo are strong for internal project management but weren't designed for client-facing experiences. Moxo was built specifically for the client side of agency work—automating onboarding, streamlining feedback, managing approvals, and creating branded experiences that eliminate back-and-forth while strengthening client relationships.
