ClientPortalOS delivers a fully white-label client portal on your own domain where design agencies can invite unlimited clients & team members to submit task requests, upload files, & leave feedback in threaded conversations. On the backend, you configure custom intake forms, multiple subscription plans, free-trial billing, coupons, & Stripe payments without any transaction fees. Integrations with Google Drive, Calendly, & all major live-chat tools keep your existing workflows intact. Add tracking scripts for Google Ads or Meta Pixel to monitor conversions on your thank-you pages.
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A person should choose ClientPortalOS over its competitors because it is purpose-built for agencies and productized service providers who need a branded client experience without the complexity of traditional project management tools. While other platforms offer general solutions, CPOS combines task management, client communication, file sharing, and subscription billing in a single, fully white-label portal that can be customized with your branding and domain. It’s intuitive for clients, scalable for teams, and eliminates the need to juggle multiple tools like Trello, Slack, Stripe, and Google Drive. CPOS simplifies operations while making your agency look professional, organized, and client-focused.
ClientPortalOS's answer
ClientPortalOS stands out for its full white-labeling and built-in client management tools, all designed specifically for productized services and creative agencies. CPOS lets agencies create a fully branded portal with their own domain, custom intake forms, and task workflows. Clients can submit requests, track progress, manage subscriptions, and communicate with the agency. With built-in Stripe billing, team invites, feedback tools, and integrations with Stripe, Google Drive, Calendly, Live Chat tools & Google Ads. CPOS eliminates the need for patching together multiple tools, offering a scalable client experience from day one.
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