Customer Portal for Agencies Template

A customer portal for agencies where clients follow campaigns, approve deliverables, submit briefs and view performance reports in one shared space.

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What is a customer portal for agencies?

A customer portal for agencies is a shared workspace where customers follow campaigns, review deliverables, approve work and raise requests. Stackby's template is an agency client portal with tables for customers, retainers, projects, deliverables, requests and reports. Each customer gets an agency client dashboard that shows only their work, and your team runs every account from the same stack.

Who should use this agency client portal?

Marketing, creative, content, SEO, paid media and web agencies that manage several retainers at once. It suits account managers who need a client approval workflow that leaves a record, and a client reporting portal customers can open without waiting for a monthly deck.

Template Features:

Title:Per-Customer Workspaces
Desc:Give every customer a private view of their campaigns, deliverables and reports while your team manages all accounts in one stack.

Title:Deliverable Approvals
Desc:Let customers approve work or request changes on each deliverable, with the status change notifying the owner automatically.

Title:Campaign Timelines
Desc:Plan launches, milestones and content dates on Timeline and Calendar views so customers always know what is coming next.

Title:Brief & Request Intake
Desc:Customers submit briefs and change requests through forms that create a record under the right account and project.

Title:Retainer Hours Tracking
Desc:Log hours against each retainer and show customers the hours used and remaining for the month through rollups.

Key features of the Stackby Customer Portal for Agencies

Customer workspaces by account: Filtered views and permissions give each customer a private view of their projects and files.
Deliverable review and approvals: Customers approve or request changes on each deliverable, and the status change notifies the owner.
Campaign and project timelines: Plan launches and milestones on timeline and calendar views.
Request intake forms: Customers submit briefs and change requests through forms that create a record for the right account.
Performance reporting dashboard: Show campaign results with charts and summary boxes, and pull ad or analytics data through API connectors.
Retainer and hours tracking: Log hours against each retainer and see used and remaining hours for the month.

How to set up your agency customer portal

Copy the template and add your customers and retainers.
Add current projects and deliverables with owners and due dates.
Create one shared view for each customer and set permissions.
Share the request form and switch on approval notifications.

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Frequently asked questions

What is an agency customer portal?

It is a shared workspace where an agency's customers follow campaigns, review deliverables, approve work and raise requests without long email threads.

How do customers approve deliverables in the portal?

Each deliverable has a status and an approval column. Customers review the attached file in a shared view or updatable form, then approve it or request changes, which notifies your team.

Can I manage several customers in one portal?

Yes. All customers live in one stack. Filtered views and permissions separate them, so every customer sees only their own projects, deliverables and reports.

Does it work for marketing, creative and web agencies?

Yes. The tables cover retainers, projects, deliverables and reporting, and you can rename statuses or add columns to match SEO, paid media, design or development work.

Can I track retainer hours in the portal?

Yes. Team members log hours against each retainer, and rollups show hours used and remaining for the month, which you can share with the customer.

Other Related Templates

Construction ERP Template

What is a construction ERP template? A construction ERP links projects, estimates, budgets, subcontractors, materials, equipment and billing so cost and progress are tracked together. Stackby's Construction ERP template gives contractors construction project tracking and a job costing template in one stack: every cost entry, purchase order and change order rolls up to its project. It is a lighter option than packaged construction ERP software. Who should use this contractor ERP? General contractors, specialty and trade contractors, civil and infrastructure firms, and real estate developers. It suits project managers and owners who need subcontractor management and cost control but do not need every module of enterprise construction management software. Template Features:Title:Project & Phase SchedulingDesc:Plan phases, tasks and milestones on Timeline views, with owners and percent complete for every project. Title:Estimates & BudgetsDesc:Build estimates by cost code and carry them forward as the project budget. Title:Job CostingDesc:Log labor, material, equipment and subcontract costs by cost code and compare them with budget as work progresses. Title:Subcontractor ManagementDesc:Track subcontracts, insurance documents, work completed and payments for every trade on the job. Title:Change Orders & Progress BillingDesc:Approve change orders, update contract value and bill clients by milestone from the same records. Key features of the Stackby Construction ERP template Project and phase tracking: Plan phases, tasks and milestones on timeline views with owners and percent complete. Estimates and budgets: Build an estimate by cost code and carry it forward as the project budget. Job costing by cost code: Log labor, material, equipment and subcontract costs and compare them with budget. Subcontractor management: Track subcontracts, insurance documents, work completed and payments. Material and equipment requests: Site teams request materials through a form, and approved requests become purchase orders. Change orders and progress billing: Approve change orders, update contract value and bill the client by stage. How to set up your construction ERP Copy the template and add projects, clients and cost codes. Enter budgets and import subcontractors and suppliers. Share daily log and material request forms with site teams. Set approval automations for purchase orders and change orders, then review the cost dashboard weekly. Related templates Construction Project Management template Construction CRM Construction Change Order Form Punch List template Contractor Tracker Material Requisition Form Home Builders ERP template 

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