01
Give every client their own room
Proposals, deliverables, reports and invoices for one client, held in one branded room instead of scattered across email and shared drives.
For agencies
A client portal that lookslike your agency, not ours.
Proposals, deliverables and reports deserve better than a growing email thread. Give each client a branded, gated room and see exactly which pages they actually read.
- Use case
- Agencies
- Hosting
- London, UK
- Branding
- Custom on Business
- Analytics
- Page-by-page
From pitch to sign-off
One room per client, under your brand.
Control what a client sees, prove what they opened, and keep the whole engagement, proposal to final deliverable, in a room that looks like it came from your agency.
02
Brand it as your agency's, not ours
Add your logo and colours on Business, so the room your client opens looks and feels like it came from you.
03
Gate the proposal before it goes wide
Require a verified email and one-time code before a prospect can open a pitch deck or proposal, so it does not circulate past the person you sent it to.
04
See who actually opened the deck
Page-by-page dwell time shows whether the decision-maker read the proposal in full or a junior team member skimmed the first page.
05
Track deliverables and sign-off together
Keep monthly reports and deliverables in the same room as the engagement letter, and collect e-signature on scope changes without leaving the room.
06
Wind a client room down cleanly
Revoke access the moment an engagement ends, in one click, across every link that client was ever sent.
Custom branding on BusinessUK-hosted in LondonPage-by-page analyticsGated per clientOne-click revoke
Client portal FAQ
What agencies ask.
Can I use this as a branded client portal?
Yes. On Business, rooms carry your agency's logo and colours, so the room a client opens reads as yours, not a third-party tool.
Can I see whether a client actually opened the proposal?
Yes. Every link is tracked per viewer, showing when it was opened, which pages were read and for how long, so you know whether to follow up or wait.
Do clients need to sign up to view anything?
No. Clients open the room in their browser through your link. You can require a verified email and one-time code for extra control, but they never create an account.
Can I gate a proposal so it does not get forwarded on?
You cannot stop a determined client sharing a screenshot, but requiring a verified email and one-time code before the room opens, and revoking the link once the pitch is decided, is the practical control most agencies use.
Compare portal options on the best client portal alternatives for UK agencies, and read the best tools to track who opened your PDF. Consultants and advisors use a similar setup on the consultants page.
Set up your first client room today. Brand it, gate it, and see who actually opens the proposal. Three rooms stay free for as long as you want them, no card required.