Client
Portal for Marketing Agencies
Your clients track campaigns, approve creatives, and receive deliverables — all in a white-label portal branded with your agency. Fewer status meetings, more results.
Everything your agency needs
A complete platform to modernize your marketing agency management with organization and efficiency.
Client Organization
Manage clients and campaigns with tags, categories and advanced search for maximum organization.
Campaign Management
Track campaigns, deadlines and deliveries with visual dashboards and performance reports.
Briefing Forms
Create personalized briefing forms and capture all necessary information.
Approval Process
Structured approval flow with comments, reviews and file versioning.
Contract Signing
Digital contract and scope signing with legal validity and complete tracking.
Task Delivery
Organize deliveries by tasks and files with version control and complete history.
Time reduction
Guaranteed organization
How it works
Simplified 3-step process to transform your agency management
Organize Clients and Campaigns
Set up clients, projects and campaigns with personalized tags and categories for easy location.
Automate Briefings and Approvals
Create briefing forms and set up automated approval flows to streamline processes.
Centralize Deliveries and Files
Organize all deliveries, files and versions in a secure location accessible to the entire team.
Client and Campaign Organization
Keep all your clients, projects and campaigns organized intelligently
Smart Organization System
Organize clients by categories, manage multiple campaigns and have complete view of all ongoing projects.
Client Registration
Register clients with complete information, categorization and project history
Campaign Management
Create campaigns linked to clients with objectives, deadlines and progress status
Unified Dashboard
View all projects in a dashboard with advanced filters and quick search
Client Database
Complete registration with history, preferences and categorization
Active Campaigns
Track multiple campaigns with status, deadlines and specific objectives
Tag System
Organize projects with personalized tags for intelligent classification
Advanced Search
Quickly find clients, campaigns or files with intelligent search
Folder Structure
Organize files in hierarchical folders by client or project
Integrated Calendar
View deadlines, meetings and deliveries in unified calendar
Briefing Forms and Approvals
Capture briefings in structured way and automate approval process
Smart Approval Flow
Configure personalized approval flows with multiple review levels and structured comments.
Briefing Submission
Client fills structured form with all necessary information
Team Review
Internal team analyzes, comments and approves briefing before development
Final Approval
Client approves final proposal and authorizes work start
Custom Forms
Create tailored briefing forms for each type of service offered
Automatic Sending
Automate briefing sending to clients with scheduled reminders
Comment System
Facilitate communication with threaded comments and real-time notifications
Approval Control
Manage approvals with visual status and complete change history
Complete Tracking
Track each process step with timestamps and identified responsible parties
Data Export
Export briefings and approvals in PDF or spreadsheets for archive
Contract and Scope Signing
Digitize contracts and automate signatures with complete legal validity
Secure Digital Contracts
Create, send and collect digital signatures on contracts with complete tracking and guaranteed legal validity.
Service Agreement Contract
Standard contract for digital marketing services
Duration: 12 months
Social Media Campaign Proposal
Specific scope for social media management
Duration: 6 months
Content Creation Contract
Agreement for visual and textual content production
Duration: 3 months
Digital Signature
Signature collection with digital certificate and legal validity
Guaranteed Security
Advanced encryption and secure storage compliant with LGPD
Status Tracking
Track each contract status in real time
Automatic Notifications
Automatic reminders for contract signature and renewal
Secure Storage
All contracts stored with backup and versioning
Legal Validation
Signatures with ICP-Brasil certificate and legal validity
Deliveries Organized by Tasks and Files
Organize all deliveries with version control and detailed tracking
Delivery Center
Keep all deliveries organized with visual status, deadlines and complete version history.
Instagram Posts - Summer Campaign
Client: Beach Fashion Store
Promotional Video - Launch
Client: Tech Solutions
Google Ads Banners - E-commerce
Client: Super Sales Online
Task Management
Organize deliveries in tasks with deadlines, responsible parties and visual status
File Upload
Upload files with automatic versioning and comments
Deadline Control
Monitor deadlines with automatic notifications and alerts
Team Collaboration
Work as a team with comments and collaborative approvals
Version Control
Maintain complete history of all file versions
Feedback System
Collect structured client feedback with formal approvals
What our agencies say
Real stories from agencies that transformed their management with our platform
We managed to reduce briefing and approval time by 70%. Our clients love the process transparency.
Marina Silva
Creative Director, Pixel Agency
Campaign and file organization became much more efficient. We haven't missed any deadline since implementation.
Carlos Mendes
Co-founder, Marketing Pro
The digital contract system greatly streamlined our commercial process. We close deals 50% faster now.
Ana Rodrigues
Account Manager, Creative Hub
Personalized Demo
See how our platform can transform your marketing agency management
What you will see
In your personalized demonstration
- Client organization demonstration
- Briefing form configuration
- Automated approval system
- Complete delivery management
Included benefits
No costs or commitments
- Free 45-minute demonstration
- Personalized agency analysis
- Customized commercial proposal
- Implementation support
How it works
Simple and fast process
Fill out the form
Tell us about your company and needs
We schedule the time
We will contact you within 2 hours
Personalized demonstration
We show you how to solve your challenges
Schedule your demonstration
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Frequently Asked Questions
Get answers about our platform for agencies