What is a client portal and does my agency need one?
A client portal is a private page where each client sees their projects, approves deliverables, raises requests and checks invoices and payments. It cuts status calls and WhatsApp chasing. Agencies with more than a few active clients benefit most. PalmGro Flow includes a client portal linked to projects, approvals and billing.
What a good client portal shows
- Current projects and milestones with dates.
- Deliverables waiting for approval, with approve and comment buttons.
- Open requests and their status.
- Invoices, payments and what is due.
- Reports or important files.
Benefits for the agency
- Fewer "what is the status?" calls.
- Approvals in one place with a record.
- Clients see work being done, which supports your fees.
- Payments are easier when invoices are always visible.
Benefits for the client
- One link instead of searching WhatsApp history.
- Clear view of what is pending from their side.
- Feeling of a professional, organised partner.
When it is not needed
If you have two or three clients and talk daily, a portal adds little. Once you have more clients than you can call each week, it starts paying off.
Making clients use it
Send every approval request as a portal link. Mention it in every update. Within a month most clients use it by habit. Keep it simple, with no login hassle for the client.
How PalmGro Flow helps
PalmGro Flow's agency features include a client portal: each client sees their projects, content waiting for approval, requests and invoices. Approvals and comments flow straight back into your team's tasks, and you see what is waiting on which client from your dashboard.
Questions people ask
Do clients need to create an account for the portal?
It depends on the tool. Simple link-based access works best for most small business clients.
Can clients see internal notes in the portal?
They should not. A good portal shows only what you choose to share with the client.
Is a client portal secure?
It should use private links or logins and show each client only their own data.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.