White Label Client Portal for Agencies
A white label client portal for agencies that gives every client a branded workspace — their tasks, creatives, reports, messages, and documents — under your agency's name, not ours.
The visibility problem most agencies quietly live with
Your clients are paying you thousands of dollars a month and they have no clean place to see what is happening. They chase you on WhatsApp. They open the wrong Notion link. They email asking for an update on a creative that has been in review for three days. You send a Loom, you export a CSV, you paste a screenshot into Slack — and you do it again next week.
Meanwhile your internal team is bouncing between ClickUp, Notion, Frame.io, Google Drive, and a shared inbox. Nothing surfaces to the client automatically. Every update is a manual task someone has to remember to do.
The tools that do offer a client-facing view either live inside a project management platform your clients find confusing, or they are bare-bones portals that show tasks and nothing else. Nobody has built a portal that handles creative review, ad performance, contracts, messages, and onboarding in one place — let alone one that wears your brand on the front door.
What a proper white label client portal for agencies actually needs to do
The problem is not that you lack a portal. Most agencies have tried some version of one. The problem is that the portals that exist were built for generic project management, not for a lead-gen agency running paid ads for multiple clients at once. Here is what the gap looks like in practice:
Step 1 — The client needs a single URL that feels like your agency
When a new client logs in, the first thing they should see is your logo, your colour scheme, and your agency name. Not "Powered by [vendor]." Not a third-party subdomain that signals you are reselling someone else's software. The portal should sit at [yourslug].agentryx.io/portal and look like you built it. That is what creates the perception of a premium, organised operation — which is what justifies retaining fees at scale.
Step 2 — Onboarding should populate the portal automatically
When a client fills in your branded onboarding form — selecting platforms, granting access to Meta, Google, GoHighLevel, Calendly — their workspace should exist by the time they hit submit. Delivery boards pre-populated with your templates. Documents staged. Team notified. The alternative is someone on your ops team spending 40 minutes manually setting up a Notion page, a ClickUp board, a Slack channel, and a Google Drive folder — every time.
Step 3 — Creative review has to live in the portal, not a separate tool
Frame.io costs $190/month and your clients still do not use it consistently because it is one more login. Time-coded video comments and image pin comments need to live inside the same portal where the client already checks their tasks and reports. Version stacking, client approve/reject, internal team notes — all in one place, not split across three tools.
Step 4 — Ad performance has to pull automatically
Clients ask about results constantly. If the answer requires you to pull a report, format it, and send it manually, that question becomes a recurring overhead item. A connected portal that pulls Meta Ads and Google Ads data daily — spend, leads, CPL, ROAS — and surfaces it inside each client's workspace means the answer is always there before they ask.
Step 5 — Different people at the client need different views
A client's setter does not need to see what the closer sees. The business owner wants reports and documents. The sales rep wants the leads and the call schedule. A portal without role control creates noise and confusion — and confused clients email you to interpret things, which defeats the purpose.
Step 6 — Messages should not fragment across Slack, email, and WhatsApp
Per-client message threads inside the portal mean that when a client has a question about a specific creative or a specific campaign, the conversation is attached to the right context. Not buried in a Slack channel three weeks back. Not sitting in someone's personal inbox.
How Agentryx delivers a white label client portal built for lead-gen agencies
Agentryx was designed specifically for agencies running paid ads for multiple clients. The client portal is not a bolt-on — it is the delivery layer the entire platform is built around.
Branded portal at your subdomain. Every agency on Growth and above gets a white-labelled portal at [slug].agentryx.io/portal. Your logo, your name, your colours. "Powered by Agentryx" is hidden. Clients log in and see your brand, not ours.
Automated workspace creation. When a client completes your branded onboarding form, their workspace is created automatically: delivery boards deploy from your saved templates, the team is notified, and the portal is ready before your first kickoff call. No manual setup.
Creative review built in. Mux-hosted video with time-coded comments, image pin comments in a Figma-style interface, version stacking, and client approve/reject flows — all inside the portal. Frame.io becomes redundant the first week.
Live ad performance without manual exports. Connect Meta Ads and Google Ads once at the agency level. Every client's spend, leads, CPL, and ROAS pull daily into their portal workspace. Clients check it themselves. You stop making decks.
Two portal roles out of the box. Owner and client rep (setter/closer). Each role sees exactly what is relevant to them. No noise, no confusion, no "what does this mean" messages.
Per-client message threads. Every client workspace has a messages surface. Conversations stay contextual. Nothing fragments across Slack, email, and WhatsApp — because everything lives in the portal.
The Growth plan at $429/month covers 10 active clients, 7,000 AI credits, and the full white-label portal. That is less than the cost of Frame.io and Notion combined, and it replaces eight tools entirely.
Who this is built for
Agentryx is built for lead-generation agencies managing between 3 and 30 paid-ads clients, running Meta Ads or Google Ads, and using GoHighLevel in the delivery stack. If you are billing clients $3,000–$15,000/month per retainer and your current client experience involves scattered tools and manual updates, this is what replaces that. It is not for freelancers working with one or two clients, creative or branding agencies without an ad delivery function, or agencies running purely organic campaigns with no paid component.
Common questions
Is there a free trial?
Yes. Every self-serve tier includes a 7-day free trial — no credit card required to start. You can set up your portal, run through onboarding, and connect your ad accounts before committing. The white-label portal feature is available on Growth and above, so start with that tier if white-labelling is your primary reason for evaluating Agentryx.
How much does it cost?
The Growth plan — which includes the white-label portal, 10 active clients, and 7,000 AI credits/month — is $429/month, or $4,290/year (saving roughly two months). The Starter plan at $149/month covers 3 clients but does not include white-labelling. If you are managing 30+ clients, the Scale plan is custom — book a call. All plans include unlimited team seats.
What does "white label" actually mean — does my branding appear everywhere?
Your logo, agency name, and brand colours appear throughout the client-facing portal. The subdomain is [yourslug].agentryx.io/portal — your agency name, not ours. The "Powered by Agentryx" badge is hidden on Growth and above. Clients have no indication they are in a third-party platform. Internal team views still show the Agentryx interface, but your clients see only your brand.
Can different people at my client's company have different access levels?
Yes. There are two portal roles built in: owner and client rep (which covers setter and closer personas). Each role surfaces only the content relevant to that person. You can grant portal access to multiple contacts at a client — a business owner who wants reports, a setter who needs leads, a closer who needs their call schedule — without any of them seeing each other's noise.
Does the portal handle creative review or is that a separate tool?
Creative review is built directly into the portal. Video files are hosted via Mux and support time-coded comments. Images support pin comments in a Figma-style interface. Versions can be stacked so clients see revision history. Clients approve or reject from inside the portal — no Frame.io account, no extra login. This alone removes $190/month from your tool stack.
How does ad performance reporting work for clients?
You connect Meta Ads and Google Ads once at the agency level. After that, every client's workspace automatically pulls spend, leads, CPL, and ROAS on a daily basis. Clients can view their numbers directly in the portal without asking you for an update. You do not export CSVs or build Looker Studio reports manually.
What happens when I onboard a new client — how does the portal get set up?
When a client completes your branded onboarding form — which walks them through granting access to Meta, Google, GoHighLevel, Calendly, Acuity, or Shopify depending on what they use — their portal workspace is created automatically on submission. Delivery boards are deployed from your saved templates, documents are staged, and your team is notified. You do not manually create any workspaces.
Do I need to use all of Agentryx or can I just use the client portal?
The portal is integrated with the rest of the platform — delivery boards, messages, creative review, and reporting all feed into it. You can start by connecting only the features you need immediately and expand over time. That said, the portal is not sold as a standalone module; it is part of the broader Agentryx workspace. The 7-day trial is the best way to evaluate how much or how little of the platform fits your current operation.
One portal. Your brand. Every client, every deliverable, every report.
Agentryx replaces the eight tools your clients never fully engage with and puts everything — tasks, creatives, messages, ad performance, documents — inside a single white-labelled workspace they actually log into.