How to become an elite performer in the agency market in 2024


According to a recent survey, top agencies attribute their leap to the next level to implementing a client portal to project manage their clients. 

And here are the top 10 features that agencies are looking for in a client portal to enhance efficiency, communication, and overall client satisfaction, all of which you will find in SuperOkay.

1. User-Friendly Interface: Intuitive and easy to navigate, ensuring that your clients can find what they need without frustration.

2. Secure Access: Robust authentication mechanisms allowing you to choose for your clients to login with either email & password or magic link.

3. White-label and Custom Domain: A mature professional agency will always offer a custom proprietary solution which is hosted under their own domain name.

4. Real-Time Collaboration Tools: Features with real-time interaction, such as comments, tasks, or live document collaboration, which can fine-tune communication and project management.

5. Project Tracking and Management: Clients appreciate being able to track the progress of their projects with timelines, real-time task system, and status updates.

6. Document Management and Sharing: A system for securely uploading, storing, and sharing documents is essential. 

7. Customization and Branding: The ability to customize the portal to match your agency’s or (even better) your client’s branding provides a more cohesive and professional experience.

8. Notification System: Automated notifications for updates, deadlines, or other important information have proven very useful for clients. 

9. Mobile Accessibility: Mobile-friendly design or a dedicated app ensures clients can access the portal on-the-go.

10. Scalability and Reliability: last but not least, a reliable tool that is constantly developing and is capable of scaling to accommodate growth in client numbers and data volume.

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!