Client experience

Give clients their own window.

A client portal under your agency’s brand on your own subdomain. Clients see live progress, approvals, completed work and reports without a single email chain.

Your logoyour colours
Own subdomainportal.youragency.com
18 tasksvisible live
0 email chainsfor updates
Optimatio user
Optimatio user
%
Under your brand
Tasks visible live
Email chains
Minutes to invite a client

Show the work, without the chasing.

Everything clients ask about, answered on one screen.

Progress

Live, not monthly

Clients see the roadmap, task status and completed work as it happens, not just in a monthly summary.

Approvals

Decisions in one place

Work that needs a client decision sits in the portal, so approvals stop living in scattered email threads.

Reports

Always available

Reports live in the portal under your brand, ready whenever the client wants to look back at the numbers.

YOUR BRAND

Their portal, your name on it.

The portal runs under your agency’s brand on your own subdomain, so the experience clients get carries your name from login to report.

  • Your logo and colours throughout
  • Your own subdomain
  • No third party branding in sight
app.optimatio.io
92
Tasks visible18
Approvals waiting2
Reports shared6
LESS REPORTING TIME

The update meeting shrinks.

When clients can see progress, approvals and finished work themselves, the time you spend assembling updates and answering check-in emails drops sharply.

  • Live answers to what did you do
  • Completed work on display
  • Reporting time cut, not just shifted
app.optimatio.io
ItemStatusValue
Progress view
Live
Approvals
2 waiting
Reports
Monthly

Everything a client portal should cover.

Transparency that sells the next month for you.

Live progress

Clients watch work move to done.

Approvals

Client decisions in one place.

Reports

Always available, always branded.

Own subdomain

Runs on your agency’s domain.

Your brand only

No third party name in sight.

Fewer emails

Updates answer themselves.

Frequently asked questions

Is the portal branded as my agency?

Yes, it runs under your logo and colours on your own subdomain, with no third party branding.

What can clients see?

Live progress, work waiting on their approval, completed work and their reports.

Can clients change anything on the site?

No. The portal is a window for visibility and approvals, and all work still goes through your approval gates.

Does it actually save reporting time?

Yes. When clients can see progress themselves, update emails and status meetings shrink noticeably.

How do I add a client?

Invite them from the dashboard and they get their own login to your branded portal in minutes.

Give every client their own window.

Start a free trial and launch your branded portal this week.

Start Free Trial →

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