In this blog post, we’ll take a closer look at the top 6 reasons you should be using a client portal. Client portals offer a number of benefits for both digital agencies and their clients. By keeping all work organised and in one place, client portals help to streamline the creative process and improve communication between agency and client.
For Agency Owners and Employees
1- Client portals help to keep everyone on the same page by organizing all project files, timelines, and deliverables in one central location. This makes it easy for team members to find the information they need and eliminates the need for time-consuming searches through emails and file-sharing platforms.
2- Give and receive real time status updates without the friction of push updates and pull requests. By using a client portal, agencies and clients can keep track of all activity on a project in one place, making it easy to identify bottlenecks or areas that need more attention. This also can happen passively without the need of live direct interaction between the parties as we all know that taking updates in one’s own time eliminates more than half the hustle.
3- Managing your clients in an environment completely separate from your project management app ensures information hygiene and prevents confidential leaks or employee blunders. How many times did you wish you could take back a “Reply to all” email? Not many hopefully, but the times it happened are unforgettable and not in a good way. Also, it spares your client from having to navigate through all the clutter of your project management app.
4- From a client perspective, client portals offer a number of benefits as well. First and foremost, they provide transparency into the creative process and allow clients to see exactly what’s going on with their project at any given time. This level of transparency is crucial for building trust between agency and client.
5- Furthermore, because client portals facilitate communication between agency and client, clients can be confident that their input will be heard and that their questions will be answered in a timely manner.
6- Finally, by keeping all project files organized and accessible in one place, clients can easily reference and keep track of previous deliverables or provide feedback on current ones—without ever having to search through their inboxes for old emails or attachments.
As you can see, there are many benefits to using client portals for both digital agencies and their clients. From improved communication and transparency to better organization and easier access to project files, client portals offer a number of advantages over traditional methods of working with clients.
If you’re not already using a client portal for your projects, we highly recommend giving it a try! If you want a breakdown of some of the best client portals available today and see how they compare with project management apps or document builders, check the table below.
The solutions in this table show client portals and the alternatives agencies use at the moment in an attempt to hack a similar solution. Basecamp, Monday.com and Asana are primarily known and used as project management tools, which can be hacked to function as client portals. GSuite (Google Drive, Google Docs, etc) and Notion are primarily used as document builder type tools but have also been heavily used to interface with clients, in spite of their enormous setbacks when used for this purpose. And finally, SuiteDash, Copilot and SuperOkay are purpose-built client portals that have been created with this specific task in mind, which is why they generally rank much higher than other offerings on this table.
|Easy Set Up||3/5||2/5||2/5||2/5||1/5||3/5||4/5||5/5|
|Likely to leak info||5/5||5/5||5/5||5/5||5/5||5/5||5/5||5/5|
|Can be customized||3/5||3/5||3/5||0/5||4/5||4/5||4/5||4/5|
|Ease of use for client||4/5||3/5||3/5||5/5||2/5||3/5||3/5||5/5|
|One source of truth||3/5||2/5||2/5||0/5||4/5||5/5||5/5||4/5|
|Branded for client||0/5||0/5||0/5||0/5||4/5||3/5||3/5||5/5|
|Price||$11/Month per user||Starts at $8/ Month per user||Starts at $10.99/ Month per user||Free – can add more storage||Starts at $4/ Month||Starts at $19/ Month||Starts at $59/ Month per user||Starts at $19/ Month|
|Extras||Includes free tier||Includes free tier||Includes free tier|
Are you already using a Client Portal? SuperOkay gives you 1 client portal free forever to start creating professional-looking Client Portals, custom branded to your clients’ brands – Start today by clicking here!
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