Client Portals for Marketing Agencies

Up-to-date views of media and search visibility, website and content performance, leads, sales pipelines, and won revenue. Each dashboard shows its source of truth and last updated time, reducing the need for slide decks and “your numbers vs. ours” disputes.

The portal monitors spend, conversions, CPL, and pacing across channels; it flags spikes or drops using configurable rules and comparisons (week‑over‑week, same weekday). Alerts appear in the portal, email, or Slack/Teams for selected recipients.

A lead dashboard shows each on-site conversion (forms, chats, bookings, calls) with source, campaign, audience or keyword, and page. Events are linked to CRM records by clues (email, phone, click IDs, time windows) to display opportunity status and revenue; unmatched items are flagged.

A client-facing status page shows milestones, owners, due dates, and dependencies pulled from your PM tool (no internal notes are shown to clients). Each workspace keeps a chronological log of changes (who/when/what) with links; clients can subscribe to or export the log.

Clients can submit briefs (new campaigns, landing page updates, budget or creative changes), upload files, and complete onboarding and approval checklists via the portal using automatic workflows.

Approved briefs are routed to the right team (media, creative, web, analytics) by service type, brand, and region. A configurable rules engine automatically sets due dates, attaches media assets, and publishes client‑safe status views.

Clients review SOWs or raise change orders and sign electronically from the same space where they track project progress. The portal keeps an audit trail of who signed and when for quick reconciliation.

Each client workspace includes a brand hub with that client’s approved guidelines and assets. Users can find regional variants and approvals (logos, templates, images, sample copy), tagged by brand, market, and language; older files are archived to avoid stale use.

A proofing workspace keeps document versions, comments, and deadlines in one place. Stakeholders from the client and agency can be invited to review particular items, with reminders for pending tasks. The approval rationale and responsible persons are attached to the final asset in the brand center to prevent disputes.

Clients can look up how-to articles from the knowledge base and open support requests in one workspace. Each submitted issue is stored in a trackable thread with priorities and SLAs to reduce email loops and promote transparency.

Compares a client’s marketing and sales results to peer ranges (from third-party or internal datasets) on a benchmarking page, helping set realistic goals and track progress.

Clients can export their on-screen view as PDF, PPT, or CSV, or share a secure link to the same live view. Each exported report or API file automatically includes the same filters, time zone, currency, and “last updated” info from the portal view.

Client-side developers can fetch the same numbers shown in the portal via convenient APIs or scheduled exports to join with the client’s internal systems with no manual downloads or scraping.

A self-service area can allow clients to securely connect their marketing tools (e.g., Google Ads, Facebook Ads, GA4, HubSpot, Shopify) by approving read-only access using OAuth or API keys. This way, the portal can automatically pull, refresh, and monitor data from the client-side sources, keeping every report up-to-date without manual imports.

Single sign-on, multi-factor authentication, session time-outs, and audit logs support user activity tracking and access management. For enterprise or high-security clients, optional per-client SSO integration can be enabled to align with their internal identity systems.

Role-based access, backup and retention rules, and configurable data-residency options help the agency meet privacy and security obligations across regions. Settings can be tailored per project or client group, with hosting aligned to regional compliance requirements (e.g., CCPA, GDPR, PDPL).

Portal admins configure who can see which brands, regions, products, or campaigns, enforced even inside the same chart via row-level security.

Tenant isolation ensures each client’s data and permissions are completely separate within the shared portal, so agencies can host many clients securely on one system, which is more cost-efficient than adding a new portal deployment separately for each client.

On any report page, clients can see an auto-generated summary of the current view (key changes, trends, and comparisons) that was generated by an LLM pulling from the same data. For example, “Sessions increased by 12% compared to last week, driven by paid search traffic from the US.” This helps clients navigate data and reduces requests for explanations.

A chat assistant can use retrieval‑augmented generation (RAG) to answer client questions only from approved portal content: dashboards, definitions, and briefs. It cites the visual or document used and respects row-level security when processing user queries. Typical prompts: “show last week’s ROAS by channel” or “what changed after the tag fix?”

Incoming briefs and support requests are automatically categorized by service type, brand, region, and urgency using natural-language processing (NLP) and a ReAct-style reasoning workflow. The assistant applies routing rules based on past resolved cases and user feedback, sending unique or ambiguous items for human review to prevent misroutes and save handling time.

A short LLM summary of recorded prospect calls appears beside each campaign lead; sentiment, topics, interruptions, and action items are extracted automatically. This way, clients can quickly assess lead quality without opening full recordings, while agencies use this view to spot trends in intent and feedback. Before analysis, call transcripts are scrubbed of personal data like names, phone numbers, and emails.