7 Best client portals for marketing agencies in 2025

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At a glance

• Streamline client management with purpose-built client portals designed for marketing agencies.
• Platforms like Moxo offer centralized workspaces for onboarding, approvals, and project tracking.
• Automate feedback and approvals with tools that reduce delays and improve collaboration.
• Deliver campaigns faster in 2025 with these top 7 client portals tailored for agency needs. 

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 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 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 a structured sign-off path. Everyone sees what is pending and what is done.
  
  
• Feedback without friction: Built-in annotation tools let clients comment directly on images, videos, and docs. No more searching for feedback in email threads.
  
  
• Custom-branded portals: Agencies can white-label Moxo to reflect their brand. Clients log into a portal that feels like an extension of your agency.
  
  

Real results

Webware used Moxo to streamline its creative workflow. Every version and round of feedback now runs through a shared portal, reducing campaign delays by 50%. Creative handoffs that once required multiple emails are now done in a few clicks.

1852 Media increased client capacity by 30% per manager after switching to Moxo. Approvals were automated, content deliveries tracked, and staff burnout dropped as teams handled more work with less manual effort.

Standout features for agencies

• Workflow builder for creative feedback, onboarding, and approvals
  
  
• Automated reminders so nothing slips through
  
  
• Role-based access to manage multiple client workstreams
  
  
• Mobile app for real-time updates and file sharing
  
  
• Integrates with Google Drive, Dropbox, CRMs, and more
  
  

Moxo is great for agencies that want to scale their operations without sacrificing quality. The ability to build repeatable, white-labeled workflows creates a professional, seamless client experience every time.

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2. Accelo

Accelo is a client work management platform designed for professional services, including marketing and creative agencies. It brings together project management, time tracking, CRM, billing, and client communication under one system.

While it's broader than just a client portal, Accelo allows agencies to create client-facing dashboards for project status, task progress, and document sharing. This creates transparency and gives clients real-time visibility without constant updates from the team.

Why it works for marketing agencies

• Client visibility into work-in-progress: Clients can log in to see what’s been completed, what’s in review, and what’s scheduled next. It cuts down on update emails.
  
  
• Built-in time tracking and billing: Track time spent on specific client tasks and auto-generate invoices based on logged hours or milestones.
  
  
• CRM integration: Manage leads, nurture campaigns, and active client projects in the same space.
  
  

What stands out

• Offers a full work management suite in addition to the client portal
  
  
• Good fit for retainer-based agencies who track hours and deliverables
  
  
• Includes task workflows, email sync, calendar scheduling, and sales tracking
  
  

Accelo is best for agencies that want an all-in-one platform with deep operational features and client collaboration capabilities. However, setup can be complex and may be more suited to mid-sized or larger agencies with formal project workflows already in place.

3. Client Portal (by Motion Invest)

Client Portal is a lightweight WordPress plugin that lets agencies add a secure, professional client-facing area directly to their website. It is ideal for smaller agencies or freelancers who want to avoid monthly SaaS fees and prefer something fully owned and hosted.

Instead of directing clients to multiple platforms, Client Portal gives them a central space to view project status, access documents, and track progress—all behind a secure login.

Why it works for marketing agencies

• No learning curve: It integrates seamlessly with WordPress, making it easy for most agency teams to install and customize.
  
  
• Branded and private: Each client gets a dedicated portal that lives on your domain and reflects your brand.
  
  
• One-time cost: Unlike subscription tools, it has a flat license fee, which is attractive for agencies watching recurring costs.
  
  

What stands out

• Clean UI with sections for files, timelines, and updates
  
  
• Ideal for boutique agencies with a smaller client base
  
  
• Gives full control over data and branding since it’s self-hosted

Client Portal is a great option for lean teams that need something simple, secure, and polished. It does not offer built-in automation or workflow tools, so it is best suited for straightforward projects where real-time collaboration is not required.

4. SuiteDash

SuiteDash is an all-in-one business management platform that includes a robust client portal alongside CRM, project management, invoicing, file sharing, and automation tools. It appeals to agencies that want to run most of their operations under one login.

The client portal is customizable, white-labeled, and structured around secure client communication and project delivery. It provides a central space for everything from onboarding forms to feedback loops and task tracking.

Why it works for marketing agencies

• Fully white-labeled: Agencies can apply their branding, use a custom domain, and even customize the login experience.
  
  
• Built-in form builder: Useful for onboarding clients, gathering creative briefs, or collecting feedback in a structured way.
  
  
• Portal-level permissions: Role-based access allows internal and external users to interact with the workspace based on their role.

What stands out

• Ideal for agencies offering structured retainers or project phases
  
  
• Includes client-specific dashboards with timelines, files, and status
  
  
• Offers automation for emails, tasks, and approval sequences
  
  

SuiteDash is a powerful fit for agencies that want control over every part of the client experience, from intake to delivery. It takes more setup than plug-and-play tools but offers flexibility that agencies can grow into.

5. Aproove

Aproove is a creative approval and proofing platform built for agencies that need structured workflows around visual content. It is especially strong for teams managing frequent revisions, complex asset review cycles, or large creative teams.

The platform offers detailed markup tools, version control, and automated routing for creative approvals. Clients can leave precise feedback, compare versions side by side, and trigger next steps without relying on emails or meetings.

Why it works for marketing agencies

• Visual proofing tools: Clients and internal teams can annotate images, PDFs, and videos directly in the browser. No need for third-party tools or attachments.
  
  
• Automated review cycles: Version control and approval routing keep feedback flowing without delays.
  
  
• Collaborative commenting: Everyone involved in a campaign can see the full comment history, avoiding duplicate feedback or confusion.
  
  

What stands out

• Built for creative workflows with complex review chains
  
  
• Tracks time-to-approval and other feedback KPIs
  
  
• Scales well for high-volume campaign production or enterprise clients
  
  

Aproove is ideal for mid-sized to large agencies that handle a high volume of creative output and want to formalize how feedback is collected, reviewed, and signed off. It reduces guesswork and accelerates project turnaround.

6. Copilot

Copilot is a modern client portal platform built for service businesses that want a clean interface, fast setup, and deep integrations. It allows agencies to offer clients a centralized space for messaging, file sharing, invoicing, forms, and custom app embeds—all under one branded experience.

It stands out for its flexibility. Agencies can configure different modules for different clients and connect Copilot to tools they already use, such as Stripe, Calendly, Airtable, or even custom software via API.

Why it works for marketing agencies

• Modular design: Agencies can turn features on or off for each client, such as messaging, billing, or document sharing.
  
  
• Built-in client messaging: Secure, organized conversations stay within the portal and never get lost in inboxes.
  
  
• Developer-friendly options: For agencies with technical teams, Copilot’s API and embeddable components offer custom integrations.
  
  

What stands out

• Fast implementation with an intuitive admin panel
  
  
• Strong branding control, including logo, colors, and domain
  
  
• Flexible pricing for growing agencies with expanding needs
  
  

Copilot is well-suited for agencies that want something more modern and customizable than legacy systems, without sacrificing ease of use. It works best for teams that already rely on several SaaS tools and want to unify the client experience without switching back-office systems.

7. Monday.com (with client portal setup)

Monday.com is best known as a work management platform, but many marketing agencies use it to create custom client portals by combining dashboards, automations, and permissions. With the right setup, agencies can give clients live access to project timelines, status updates, and deliverables—without exposing internal operations.

Although it’s not a traditional client portal out of the box, Monday.com’s flexibility allows agencies to build repeatable, visual workflows that keep both internal teams and clients aligned.

Why it works for marketing agencies

• Visual timelines and boards: Clients can see which stage a campaign is in at any moment, using clear boards and timelines.
  
  
• Automation options: Set up reminders, approval prompts, or task assignments that trigger based on project milestones.
  
  
• Permission settings: Share only the parts of the workflow that clients need to see. Keep internal collaboration separate.
  
  

What stands out

• Highly customizable for both internal project tracking and external client visibility
  
  
• Easy to clone portal templates for new clients
  
  
• Integrates with tools like Slack, Google Drive, and Outlook
  
  

Monday.com is a good fit for agencies that are already using it for project management and want to extend visibility to clients in a structured way. While it requires more setup than a dedicated portal solution, it works well for agencies that want control over both sides of the experience.

Why Moxo is built for how agencies actually work

Most platforms solve part of the agency puzzle. A few manage projects. Some collect approvals. Others let you brand the client experience. Moxo brings all of it into one platform built to streamline the entire client lifecycle- from onboarding to approvals to delivery.

Unlike generic tools, 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.

What makes Moxo different

• End-to-end automation: Onboard clients, collect documents, route approvals, and send nudges—all without chasing emails.
  
  
• Creative-ready feedback tools: Clients can collaborate directly on different files such as videos, designs, or PDFs. Edits stay in one place.
  
  
• Secure, branded experience: Each agency gets a private workspace, branded with their identity. Clients never see the backend.

If your agency is still managing projects across email, Google Drive, and Slack, it’s not a tech stack. It’s a tax. Ready to automate the chaos? Book a demo with Moxo.

Choose a portal that matches your pace

Clients expect fast turnarounds and a polished experience. You can’t deliver that if your feedback loops live in inboxes and your approvals depend on reminders. The right client portal for marketing agencies makes speed, clarity, and professionalism your default.

Whether you're scaling from five clients to fifty or trying to reduce time lost in approvals, Moxo helps agencies build a repeatable, branded experience that delivers results.

Ready to automate the chaos? Book a demo with Moxo.

FAQs

What is the best client portal for marketing agencies?

The best portal depends on your size, workflow complexity, and client expectations. Moxo stands out for agencies that need automation, creative feedback tools, and secure branding. Other options like SuiteDash, Copilot, and Aproove also offer strong features for specific needs.

Can I customize Moxo to match my agency’s branding?

Yes. Moxo offers full white-labeling, including custom domain, logo, brand colors, and portal visuals. Clients see your agency identity at every touchpoint.

How does Moxo handle creative feedback and approvals?

Moxo includes built-in tools for clients to comment directly on designs, videos, and documents. You can set multi-step approvals, track status, and automate nudges to keep things moving.

Does Moxo integrate with my existing tools?

Yes. Moxo integrates with CRMs, Dropbox, Google Drive, and other platforms. You can also embed workflows and use APIs to create custom connections.

What’s the difference between Moxo and platforms like Monday.com or Accelo?

Monday.com and Accelo are strong project management tools. Moxo focuses on the client-facing side—automating onboarding, feedback, approvals, and communication in one seamless branded experience. It reduces back-and-forth and keeps clients engaged from start to finish.

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