White-Label Client Portal Software for Agencies

What is white-label client portal software?

fylt Workspace is the branded client portal — a private, mobile-friendly dashboard where clients can view projects, sign contracts, track invoices and payment status, and book meetings, replacing scattered email threads and third-party client logins.

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fylt Workspace

Why service businesses use fylt for client portal

Workspace offers a secure portal where clients can track projects, view invoice and payment status, sign contracts, and book meetings. No third-party account required; magic links enable instant entry.

Key Features

Fully branded client portal matching your accent color and logo
Clear invoice/payment status, quote approval, and contract signing tools
Assets section organizing all completed deliverables and contracts
Installable progressive web app (PWA) with push notifications

fylt Workspace — Client Portal screenshot showing give your clients a private, beautifully branded workspace portal

Detailed Breakdown

How fylt Workspace powers your operations

A BEAUTIFUL, BRANDED CLIENT PORTAL

With fylt Workspace, you hand every client a private, branded portal the moment they onboard. Workspace carries your identity, accent colors, and logo. Onboarding is simple: clients receive an invitation link from CRM, set their password, and access all their files, projects, and invoices.

FOR THE CLIENT: EVERYTHING YOU NEED IN ONE PLACE

From the client's perspective, Workspace is a private dashboard summarizing active projects, outstanding invoices, documents waiting for signature, upcoming meetings, and support tickets. Clients can approve quotes, see exactly what's owed and how to pay it, sign contracts, and even keep their own billing addresses and tax details current.

PWA AND ASSETS RECORD

Once contracts are signed and deliverables are approved, they are stored in Workspace's Assets section while your account and data remain available, organized by project. Clients can install Workspace as a progressive web app on their phone or desktop for instant access and real-time push notifications.

Frequently asked

White-label client portal software questions, answered

What can clients do inside their Workspace portal?

Clients can view active projects, approve quotes, track invoice and payment status, sign contracts, submit support tickets, and book meetings — all from one branded dashboard.

Can I brand Workspace with my own logo and colors?

Yes. Workspace carries your accent color and logo, so the portal feels like an extension of your own business rather than a third-party tool.

How do clients log into Workspace?

Clients set a password after receiving an invitation link from CRM, or use secure email-based sign-in — no separate app download is required.

Is Workspace usable on mobile devices?

Yes. Workspace is a responsive, mobile-first interface, and it can also be installed as a progressive web app for quick access and push notifications.

Can I control what each client sees in their portal?

Yes. You have granular controls over which projects, invoices, and documents each individual client can access in Workspace.

White-label client portal software