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    Digital Marketing Agencies

    Client Portal Software for Digital Marketing Agencies

    From campaign briefs to creative approvals, manage your entire client workflow in one branded platform that scales with your agency.

    Client Portal
    White-label branded experience
    Project Management
    End-to-end delivery tracking
    AI-Powered
    Smart workflow automation
    3x
    Faster Approvals
    60%
    Less Email
    2x
    Client Capacity
    95%
    Client Retention
    Capabilities

    Key Features

    Everything you need to streamline your operations and delight clients.

    Campaign Workflow Hub

    Organize briefs, assets, timelines, and deliverables for every campaign. Clients see progress without asking for updates.

    Creative Proofing Tools

    Annotate designs, videos, and copy directly in-platform. Consolidate feedback and eliminate version confusion.

    Multi-Channel Tracking

    Track deliverables across paid media, organic social, email, and content—all connected to client-facing dashboards.

    Automated Reporting

    Generate beautiful performance reports automatically. Share metrics clients actually understand and value.

    White-Label Portal

    Your branding everywhere. Custom domain, logo, and colors create a seamless extension of your agency.

    Approval Automation

    Set up approval workflows that notify stakeholders, track sign-offs, and move work forward automatically.

    Use Cases

    How Teams Use HaloTasker

    Share social media calendars and get content approved in batches
    Collect brand assets and creative briefs with structured intake forms
    Coordinate multi-channel campaign launches with clear task assignments
    Track monthly retainer deliverables and hours against scope
    Generate client-ready performance reports on a schedule
    Team collaboration

    "Our approval cycles went from 5 days to same-day. Clients love having their own portal, and we look way more professional. It's been a game-changer for retention."

    JH
    Jordan Hayes
    Agency Director, Pulse Digital Marketing
    Benefits

    Why businesses choose HaloTasker

    Get creative approvals 3x faster with visual proofing
    Eliminate status update meetings with real-time visibility
    Reduce revision rounds by consolidating feedback
    Present a premium, branded client experience
    Scale your roster without proportional overhead
    Improve client retention with transparent communication
    Team collaboration

    Ready to level up your marketing agency?

    Join leading digital marketing agencies using HaloTasker to deliver exceptional client experiences.

    Frequently Asked Questions

    Common questions about digital marketing agencies

    Why do digital marketing agencies use HaloTasker?

    Digital marketing agencies use HaloTasker to centralise client comms, approvals, reporting and billing — replacing scattered tools with one branded portal that clients actually log in to.

    Can I share monthly reports through the portal?

    Yes. Upload or embed monthly reports in each client's portal so they can access them on demand without email.

    Does it support retainer hour tracking?

    Yes. Track time against monthly retainer scope and show clients exactly what's been delivered.

    Can I white-label everything?

    Yes — logo, colours, custom domain and branded emails. Clients never see HaloTasker.

    Two Dashboards, One Platform

    The Hub & The Portal

    The Hub is the dashboard you and your team will work from. The Portal is the client-facing dashboard where they get their tasks to complete, raise tickets, complete onboarding and more.

    For You & Your Team

    The Hub

    Your admin dashboard for managing clients, tasks, workflows, quotes and your whole team from one place.

    HaloTasker Hub admin dashboard shown on a laptopHaloTasker Hub dashboard detailed view
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    For Your Clients

    The Portal

    The client-facing dashboard where they complete tasks, raise tickets, submit onboarding forms and stay in sync with you.

    HaloTasker client Portal dashboard shown on a laptopHaloTasker client Portal detailed view
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