Custom Client Portal Software for Agencies
Developed by AR Digital Solutions
Streamline Communication. Enhance Collaboration. Deliver Excellence.
At AR Digital Solutions, we specialize in creating tailored client portal solutions that empower agencies to manage projects, communicate effectively, and deliver outstanding results. Our custom client portal software is designed to centralize all client interactions, project tasks, and deliverables in one intuitive platform.
🔧 Key Features
🗂️ Organized Project Management
- Nested Folders: Create multi-layered folder structures to organize projects, tasks, and documents with precision.
- Color Coding: Visually differentiate projects and priorities for quick identification.
- Selective Sharing: Control access by sharing specific folders with clients or team members.
💬 Seamless Communication
- Centralized Conversations: Keep all client and team communications in one place, reducing email clutter.
- Email Integration: Client replies via email are automatically synced within the portal.
- Private/Internal Notes: Maintain internal discussions separate from client-facing conversations
✅ Task Management & Collaboration
- Kanban Boards: Visualize project progress with customizable boards for each workflow.
- Task Assignments: Assign tasks to team members or clients, set deadlines, and track progress.
- Client Participation: Allow clients to view, comment, or even create tasks, fostering collaboration.
📁 File Sharing & Management
- Client Uploads: Enable clients to upload necessary files directly to the portal.
- File Previews: Preview images, PDFs, and documents without downloading.
- Cloud Integration: Seamlessly integrate with Google Drive, Dropbox, and OneDrive.
📄 Document Handling
- Centralized Docs: Store and manage all project-related documents in one accessible location.
- Collaborative Editing: Work together on documents with clients and team members.
- Version Control: Maintain a history of document changes and updates.
💰 Invoicing & Payments
- Custom Invoices: Create and send branded invoices with line items and tax calculations.
- Multiple Payment Options: Accept payments via Stripe, PayPal, Square, and bank transfers.
- Recurring Billing: Set up automatic recurring invoices for ongoing projects
🔐 Secure Deliverables
- Protected Downloads: Restrict access to final deliverables until payment is received.
- Client Notifications: Automatically notify clients when deliverables are available.
🎨 Branding
- Custom Domain: Use your agency’s domain for the client portal.
- Branded Interface: Incorporate your logo and brand colors for a cohesive experience.
- Unbranded Notifications: Send emails and notifications without third-party branding.
🔗 Integrations & Extensions
- Third-Party Tools: Embed tools like Google Docs, Calendly, and Loom directly into projects.
- Accounting Software: Integrate with Xero, QuickBooks, FreshBooks, and more.
- Automation: Utilize Zapier to connect with over 1,000 apps for workflow automation.
Why Choose AR Digital Solutions?
- Tailored Solutions: We design the client portal to fit your agency’s unique processes and workflows.
- Scalable Architecture: Our solutions grow with your business, accommodating increasing clients and projects.
- User-Friendly Interface: Ensure easy adoption by clients and team members with an intuitive design.
- Local Support: Based in Australia, we provide dedicated support and quick response times.
🚀 Ready to Elevate Your Agency's Client Experience?
Empower your agency with a custom client portal that enhances collaboration, improves efficiency, and delights clients.
