Best client portal for marketing agencies in 2026: 5 tools compared

Updated 8 min read

Marketing agencies juggle recurring deliverables, campaign requests and content approvals across many clients. The best portal keeps all of it moving without an account manager chasing every item. Dora is our top pick: requests become briefs, recurring work runs on schedule, approvals happen in one click, and clients get a weekly summary of what shipped.

Our pick

Dora

Best for marketing agencies

  • Dora, the AI account manager, turns vague requests into clear briefs and asks clients only for what's missing
  • Follows up with quiet clients and collects approvals in one click, with optional auto-approve
  • Clients can send requests and replies by email or through their own AI agent, so they don't have to learn a new tool
From Free, then $10/client/moRead the review

Marketing work is high volume and repetitive: monthly content, campaign tweaks, report requests. Small delays compound across dozens of deliverables.

We compared portals on recurring work, approvals, reporting and how much day-to-day account management they take off the team.

The shortlist

1. Dora

Best for marketing agencies

Dora handles the flow marketing agencies live in: campaign requests become briefs, recurring requests open on schedule, content gets approved in one click, and every Monday clients get a summary of what was delivered and what's waiting on them. Dora can also pull numbers from connected tools when a client asks.

What it is: A client portal with a built-in AI account manager that briefs requests, chases clients and gets work signed off.

Strengths

  • Dora, the AI account manager, turns vague requests into clear briefs and asks clients only for what's missing
  • Follows up with quiet clients and collects approvals in one click, with optional auto-approve
  • Clients can send requests and replies by email or through their own AI agent, so they don't have to learn a new tool
  • Sets up from your website in minutes
  • Unlimited team seats; you pay only per client
  • Monthly allowances, estimates for extra work, weekly client summaries and a delivery record
  • 46 built-in integrations plus any MCP Registry server, an MCP server and API, including Slack, Linear, Jira, ClickUp and Notion

Limitations

  • No client invoicing or payments built in; use your existing billing tool
  • Full custom-domain white label is set up on request rather than self-serve
  • Newer than most tools on this list

Pricing: First client free (Every feature, free forever), Each additional client $10/mo (Unlimited team seats). Pricing grows per client.

Dora review and pricing

2. SuiteDash

Best all-in-one with email marketing

SuiteDash includes CRM and email marketing alongside the portal, useful for agencies that want one system.

What it is: An all-in-one white-label business suite with a client portal, CRM, projects, invoicing and marketing.

Strengths

  • Flat price with unlimited users, contacts and portals on every plan
  • White labeling and a branded app included from the $19 plan
  • Very broad: portal, CRM, projects, invoicing and marketing in one tool

Limitations

  • A lot to configure; setup takes far longer than lighter portals
  • Automations, onboarding and tickets only on Pinnacle ($99/mo)
  • AI needs a separate AI subscription or your own provider

Pricing: Start $19/mo (100GB, full white label), Thrive $49/mo (Adds proposals, pipelines, client live chat), Pinnacle $99/mo (Adds automations, onboarding, support tickets). Pricing grows flat.

SuiteDash review and pricing

3. Assembly

Best for billing retainers in the portal

Assembly lets agencies bill retainers and collect payments inside a branded portal.

What it is: A polished branded client portal, formerly Copilot, with billing, forms and an AI app builder.

Strengths

  • Clean, modern portal clients find easy to navigate
  • Billing, forms and contracts inside the portal
  • AI app builder deploys custom apps into the portal
  • Free plan for up to 5 active contacts

Limitations

  • Plans capped by active client contacts and internal users
  • Custom domain and badge removal need Professional ($139/mo)
  • Request briefing and client follow-up stay with your team

Pricing: Free free (5 active contacts, 1 internal user), Starter $49/mo (50 active contacts, 1 internal user), Professional $139/mo (500 contacts, 3 internal users (+$39 each), custom domain), Advanced $599/mo (Unlimited contacts, 5 internal users (+$79 each)). Pricing grows by client contacts.

Assembly review and pricing

4. Agency Handy

Best for service-based marketing agencies

Agency Handy offers service catalogs, orders and a client portal for agencies selling marketing services.

What it is: A client portal and operations tool for agencies covering services, orders, invoicing, CRM and tasks.

Strengths

  • Service catalog, orders and invoicing
  • Unlimited clients and projects
  • 10 users on Team Starter

Limitations

  • Custom domain not on Freelancer
  • Slack and API only from Team Starter
  • No free plan

Pricing: Freelancer $29/mo (1 user), Team Starter $99/mo (10 users, custom domain), Business Pro $199/mo (30 users). Pricing grows by plan.

Agency Handy review and pricing

5. Moxo

Best for formal approval workflows

Moxo suits agencies with multi-step, compliance-style approval processes.

What it is: A process platform with branded client portals and AI agents for multi-step, multi-party client workflows.

Strengths

  • Strong for repeatable, regulated, multi-party client processes
  • AI agents across workflow steps, including in the client portal
  • SDKs to embed workflows in your own apps; SOC 2 Type II and SSO

Limitations

  • No public pricing; sold through demos
  • Sales-led setup rather than self-serve
  • Built for fixed processes more than an ongoing flow of requests

Pricing: Quote custom (No public pricing). Pricing grows quote-based.

Moxo review and pricing

Side-by-side comparison

Client portal tools compared
ToolStarting pricePricing growsFree planUnlimited seatsIntegrationsWhite labelAI
DoraFree, then $10/client/moper clientYesYes46 + thousands via MCPYour logo and name; full white label on requestAI account manager on every plan
SuiteDash$19/moflat14-day trialYes20Full white label and custom domain on every planAI Skills, with a separate AI subscription or your own provider
AssemblyFree, then $49/moby client contactsYesNo2Branding on all plans; custom domain from ProfessionalAI app builder for custom portal apps
Agency Handy$29/moby plan7-day trialNo3Branding on all plans; custom domain from Team StarterAI credits per plan
MoxoContact salesquote-basedNoNo34Your logo, colors and voice; embeddable SDKsAI agents and an AI concierge in the client portal

What to look for

Answer 'is it working?' next to the work

Marketing clients ask two questions: what did you ship, and is it working? A portal that only answers the first sends the second to email, where it waits on whoever has the analytics login.

Dora can pull numbers from connected tools when someone asks in a request: rankings and traffic from Semrush or Ahrefs, campaign results from Klaviyo, newsletter stats from beehiiv, and scheduled posts from Buffer. Each teammate connects their own accounts, and Dora only reads from them.

Handle many small asks without many small emails

Marketing clients send a stream of tiny requests: a typo, a new date, a swapped image. Each is quick to do and slow to coordinate, and the coordination is what eats an account manager's day.

Dora turns each ask into a request with a clear title, and clients answer from their inbox. Several quick updates reach the client as one email instead of seven. In the portal, the 'Needs you' list shows each client what's on them right now, so a content review doesn't sink under a pile of notifications.

Plan for clients with several approvers

Content often needs sign-off from a brand lead, a legal reviewer or a regional manager. Check how the portal handles several people on the client side, and what that does to the price.

Assembly prices by active client contacts: 50 on Starter and 500 on Professional. Dora prices by client, not by the people on the client's side. A contact-based plan can look cheap for ten clients and expensive for ten clients with four approvers each. Moxo is built for multi-party sign-off in a fixed order, which suits regulated industries where approvals must follow a set chain.

Put the content calendar where both sides can see it

Many agencies keep the content calendar in Airtable or Notion. If the portal can read it, the client and the team look at the same plan instead of trading screenshots.

Dora can look up records in Airtable bases, like a content calendar, and read Notion pages. SuiteDash's Thrive plan adds drip marketing and proposals, if you'd rather run client email campaigns inside the same tool as the portal.

Keep accounts steady when people move

Marketing accounts pass between people as workloads shift and staff change. Check whether the portal shows each client who's on their account and keeps the history with the account, not in someone's inbox.

In Dora, each client gets a lead and a team, and Dora can suggest who should take each new request based on who leads the account and who has the lightest week. Every month, the delivery record shows what shipped, what was approved and how fast, which is useful evidence when a retainer comes up for renewal.

What it costs

Assume a 10-person agency with 20 retainer clients, each with two or three contacts, billed monthly. Dora is $190 with every teammate included. Agency Handy's Team Starter is $99 and covers exactly 10 users; an eleventh means Business Pro at $199. SuiteDash is $49 on Thrive, which adds drip marketing and client live chat, or $99 on Pinnacle, with automations.

Assembly is the hardest to fit. Twenty clients with three contacts each is 60 contacts, past Starter's 50, so you start at Professional: $139 with 3 internal users plus seven extra at $39, or $412 a month for ten people. Moxo is sold through demos with no public price. Dora costs more than the flat tools for this team; the case for it is the hours account managers spend chasing approvals and assembling updates.

How to choose

Common mistakes

  • Sending reports as attachments. Results that sit next to the work get read; PDFs in email often don't.
  • Ignoring contact limits. Marketing clients often have three or four approvers, which fills contact-based plans fast.
  • Making clients fill in a form for every tiny change. Let them ask the way they talk and have the portal structure it.
  • Letting one account manager become the only link to a client. If they leave, the history should stay in the portal.

How we compared

  • Recurring work: Whether repeat deliverables run automatically.
  • Approvals: How quickly clients can sign off content.
  • Reporting: How clients see what's been delivered.
  • Account management removed: Follow-ups and status updates handled for you.

Rankings weight what decides whether a portal works day to day: the client's experience, how much follow-up it takes off the team, and how pricing behaves as you grow. Feature counts come last. Read the full method.

The verdict

Choose Dora if recurring deliverables and approvals eat your account managers' week. Choose SuiteDash if you also want CRM and email marketing in the same tool.

Frequently asked questions

What's the best client portal for marketing agencies?

Dora is our top pick for marketing agencies, because it automates recurring requests, one-click approvals and weekly client summaries, with an AI account manager handling follow-ups. SuiteDash is the better choice if you also want CRM and drip email in the same tool. Assembly fits agencies that want to bill retainers inside the portal.

Can a client portal handle recurring deliverables?

Yes. Dora opens recurring requests on a schedule, every 1 to 12 weeks or months on the day you pick, such as weekly posts on Monday or a report on the last day of the month. Each run arrives as a fresh request with a due date and an owner, and you can start a recurring request from an existing one.

How do clients see what's been delivered?

Through a weekly summary and a monthly record. Every Monday morning, Dora emails each client team what was delivered and what's waiting on them, skipping quiet weeks, and on the 1st she writes a short recap from the month's delivery record. Clients can open the same record in their portal, with turnaround time and allowance used.

How do content approvals work when a client has several reviewers?

Everyone at the client should see the same draft and be able to sign off. In Dora, the whole client team is emailed when a draft is ready, and anyone on it can approve or ask for changes. The record shows whether a person approved it or it approved itself after the wait you set, so you know how each piece went out.

Can clients send campaign requests by email?

Yes, in Dora. Each client has their own request address, and anyone on their team, or yours, can email or forward to it; Dora turns the email into a request with a brief, the attachments and her questions. The sender gets a confirmation they can reply to, and email from people outside that client or your team doesn't open requests.

Can we cap requests on a marketing retainer?

Yes. In Dora you set a monthly request allowance per client and choose what happens past it: the request opens with a warning for your team, or it waits until next month. Clients see what they've used when they open a new request, and extra work sent as an estimate doesn't count toward it.

Do clients have to log in to approve content?

They open the portal to approve, but they never set a password. Every review email in Dora links to the request, and clients sign in with a link or 6-digit code sent to their email. Questions and comments can be answered straight from the inbox without opening the portal at all.

Can clients send requests from Slack?

In Dora, yes. Link a Slack channel to a client and every request gets its own thread there, replies go straight to the request, and anyone can turn a message into a request with Send to Dora. In a channel shared with a client, clients can approve work with a click, and Dora only posts what that client can see.

Why is Dora the top pick?

Dora is our top pick because marketing agencies run on volume and repetition, and Dora automates the follow-up and reporting that usually fall on account managers. Recurring work opens itself, approvals take one click, and clients hear what shipped without anyone writing an update. A client with five approvers costs the same as a client with one.

Prices and features come from each vendor's own site, checked November 8, 2026. They change often, so confirm on the vendor's site before you buy.