Advanced client portal software for marketing success

Simplify reporting, enhance collaboration, and manage performance effortlessly with a unified dashboard solution. Designed for modern businesses and agencies, it brings all key data together in one place so clients and teams can easily monitor progress, track results, and stay informed in real time.

Performance Access

Empower clients and teams with real-time access to key metrics. Keep everyone aligned with transparent, always-on insights that drive smarter decisions.

Dashboard Access

Give teams and clients 24/7 access to live dashboards, keeping everyone aligned and informed.

Collaborative Insights

Keep teams and clients engaged with interactive dashboards and shared insights, all in one centralized workspace.

Access Management

With client login portal set team and client permissions to control data visibility and protect sensitive information.

Effortless Client Access

Access Live Performance Anytime

Give clients and teams secure logins to view dashboards and key metrics in real time. Manage permissions to control what each user sees, share essential insights in one centralised hub, and keep everyone informed and aligned with up-to-date performance data.

Access Live Performance Anytime
Manage Messages and Tasks in One Place

Streamlined Client Communication

Manage Messages and Tasks in One Place

Strengthen client relationships with built-in communication and collaboration tools that fit seamlessly into your workflow. Dashboards and portals enable smooth interaction between teams and clients, keeping everyone aligned without relying on endless email threads.

Build Stronger Client Connections

Deliver Insightful, Actionable Reports

Give clients a clear view of your business impact with structured, easy-to-understand dashboards. Centralized your online client portal that provide secure data access, streamlined workflows, and seamless communication, enhancing transparency and collaboration between teams and clients.

Deliver Insightful, Actionable Reports
On-Demand Date Range Selection for Instant Insights

Empower Clients with Flexible Reporting

On-Demand Date Range Selection for Instant Insights

Let clients take control of their own reporting experience. With the built-in Date Range Picker, they can easily select any time period, whether it’s last week, this month, or year-over-year performance.

Keep clients informed, empower faster decisions, and deliver a seamless, self-serve experience through branded dashboards.

Highlight Impact with Custom Metrics

Turn complex data into clear, client-focused insights. Create custom metrics using 90+ integrations to showcase performance, increase transparency, and demonstrate your agency’s expertise—so clients clearly see the value you provide.

Explore Custom Metrics

Build Insights in Minutes with Prebuilt Templates

Choose from a wide range of ready-made templates for marketing, sales, finance, and eCommerce. Customize widgets and layouts to visualize performance clearly and create a complete view of your business or clients’ results.

Convert live dashboards into polished, professional reports in just a few clicks, saving time and delivering actionable insights every time.

Build Insights in Minutes with Prebuilt Templates

Centralized Dashboards for Every Platform

With 90+ platform integrations covering marketing, ... sales, eCommerce, and more, Whatsdash™ lets you build a centralized dashboard that delivers everything your clients and teams need.
Connect data from multiple channels in one place, centralise reporting, and provide a complete, branded experience that keeps stakeholders informed and impressed. More

Centralized Dashboards for Every Platform

Easily Customize with Drag-and-Drop

Whatsdash™ features a powerful drag-and-drop ... editor, letting you build dashboards and reports tailored to your business or clients’ needs.
Highlight key metrics, present insights clearly, and arrange critical data front and centre. With flexible layouts and intuitive controls, you can create reports that impress and drive smarter decisions. More

Easily Customize with Drag-and-Drop

Enhance Your Brand Presence

Deliver a fully branded dashboard experience that ... showcases your professionalism at every touchpoint. Customize logos, colours, and domains to create a seamless, trustworthy experience for clients.
Provide a polished, consistent brand experience at scale while building credibility and reinforcing your business identity. More

Enhance Your Brand Presence

Set Custom Goals and Celebrate Success

Stay aligned with business objectives by setting ... custom goals directly within your dashboards. Track progress toward KPIs, highlight key milestones, and present a clear story of achievement with premium client collaboration software.
Visual goal tracking and progress highlights help keep teams focused, enhance client satisfaction, and showcase the real impact of your work. More

Set Custom Goals and Celebrate Success

Centralize Your Data for Maximum Impact

Stop juggling scattered reports and disconnected ... communication. Oversee all accounts from one unified platform, streamline workflows, and turn data into actionable insights that drive better results. More

Centralize Your Data for Maximum Impact

Reliable Support When You Need It

Access real help from real people, available 24/5 ... with response times often under a few minutes. Our dedicated support team is here to guide you through building dashboards, creating reports, and managing your data efficiently.
With a customer satisfaction rating consistently over 98%, you can rely on expert assistance to deliver accurate insights, streamline workflows, and provide top-quality results to clients and teams. You focus on growing your business, and we’ll make sure you have the support to succeed. More

Reliable Support When You Need It
Frequently Asked Questions

If your question is not answered here,
please Contact Us directly!

What does a client portal for marketing agencies do?

A marketing agency client portal is a secure, branded hub that allows clients to log in and access live dashboards, automated reports, and project updates. With Whatsdash, you can provide a fully white-labeled client portal featuring built-in messaging, task management, and real-time performance reporting—all from one unified platform.

Which features are essential in client portals for marketing agencies?

A marketing agency’s client portal should provide complete transparency into campaign performance and project progress. The Whatsdash client portal delivers live dashboards, automated recurring reports, task tracking, and built-in messaging—allowing clients to monitor results, collaborate effortlessly, and stay informed without needing separate project management tools.

How does a branded client portal benefit your business?

A branded client portal enhances your agency’s professionalism and simplifies service delivery. By showcasing your own brand identity, it creates a consistent and polished experience for clients. They can easily submit requests through built-in messaging, track project progress, and stay connected with account managers—all in one place. This seamless interaction builds trust, strengthens relationships, and boosts client retention.

Does the client portal support file sharing and document organization?

Yes — many agencies repurpose custom dashboards as flexible document management hubs by embedding shared files, Google Drive folders, videos, and other media directly within client portals. Using embeddable widgets or text sections, teams can easily share documents, link to key assets, and provide clients with everything they need in one centralized space. This approach allows creative agencies and project managers to organize resources efficiently without adding another tool to their tech stack.

Can clients place requests or fill out order forms directly in the portal?

By integrating online forms or linking request pages directly within the dashboard, agencies can simplify how they collect client requests and order submissions. These client portals help businesses manage communications efficiently and connect incoming requests to task management tools—whether for ongoing services or one-time projects. This setup keeps all essential details, links, and features neatly organized in one centralized, client-friendly space.

What are the costs of client portal software for agencies?

Whatsdash’s client portal software starts at just $10 per month, with advanced features like built-in client messaging and task management available in higher-tier plans. By streamlining reporting and consolidating client communication in one place, businesses typically save over 2.5 hours per client each month—enabling them to scale their services efficiently without additional hires.

What’s the best way to select a marketing agency client portal tool?

Opt for a client portal platform designed specifically for agencies rather than a generic customer portal. Whatsdash brings together live dashboards, task management, built-in messaging, and full white-label customization—all in one solution. Tailored for marketing teams, it simplifies client reporting, communication, and project tracking under your own brand. Start your free 14-day trial and experience how effortless client management can be.

Want to scale your business? Make sure your dashboards gives you the best business insight.

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