Build a Client Portal for Your Marketing Agency
Give clients a login to follow campaign status, review monthly reports, approve content, and message your team. Free to start.
16,176+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A client portal for a marketing agency is a branded web app where each client logs in to see campaign status, review content for approval, access performance reports, and message their account team. Kleap builds it on its own database so each client's campaigns, assets, and reports stay private to them.
What your marketing agency client portal tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for marketing agency.
Campaign status board
Live status per campaign or channel (planning, in production, live, reporting) so clients see what's running without a status-call.
Content approval queue
Draft posts, ads, and copy posted for the client to approve or request changes, with sign-off saved so nothing goes live unapproved.
Deliverables & creative assets
File uploads for finished creatives, banners, and videos the client can download and reuse anytime from one library.
Performance reports library
Uploaded monthly or campaign reports the client can access on demand, replacing the emailed PDF they can never find later — reports are prepared by the agency and posted, not auto-pulled from ad platforms.
Content calendar / schedule
A view of what's planned and when, so the client sees upcoming content and approvals stay ahead of go-live dates.
Client onboarding & brand form
An intake form capturing brand voice, target audience, accounts, and goals that writes into the client record at kickoff.
Approval status & feedback thread
A scoped conversation per client where feedback on drafts stays attached to the content instead of scattered across email.
Scope & retainer field
The agreed deliverables and retainer status on the record, keeping scope visible so extra requests are obvious — held in the portal's own database, not an external billing sync.
Client dashboard
A summary of live campaigns, content awaiting approval, the latest report, and next scheduled items shown at login.
What good looks like for marketing agency
One app, a view for everyone
Client / brand owner
Seeing campaigns run, approving content fast, accessing results, knowing what's scheduled next
Account manager
Faster content approvals, feedback in one place, fewer status emails, keeping scope visible
Agency owner
Branded professional experience, on-time launches across clients, retained clients through clear reporting
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the client portal you actually want and own it outright.
A typical client portal
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around marketing agency
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how marketing agency actually works
Build it in 3 steps
Describe it
Tell Kleap what your marketing agency needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can clients approve social posts and ads before they go live?+
Yes. Drafts are posted to a content approval queue where the client approves or requests changes, and each decision is saved with a timestamp. Nothing scheduled goes live without a recorded sign-off, which protects both sides.
Does the portal pull live data from Google Ads or Meta?+
No. It does not connect to ad platforms. Your team prepares reports and uploads them to each client's report library, and clients access them there on demand. The portal is the client-facing home for status, approvals, and results — not an analytics integration.
Can we brand the portal for each client or our agency?+
Yes. Because Kleap builds it as your own web app, you control the look and branding so it feels like an extension of your agency rather than a generic third-party tool. Each client still logs into a record scoped only to them.
Can each client see only their own campaigns and reports?+
Yes. Access is enforced by login and every client's campaigns, assets, and reports live in a record scoped to them. One client can never see another's work — the separation is built into the database and login system.
More Client Portal use cases
Ready to build it?
Describe your marketing agency client portal and watch it come to life. Free to start, no code.