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When to Adopt Client Lounge: If You Resell Portals, Skip the Essential Plan

Should my agency adopt Client Lounge as a white-label client portal for our retainer clients? Adopt Client Lounge only if you are prepared to pay for the Professional plan ($32/month annual) to secure full white-labeling and a custom domain.

By InnovaAI ResearchPublished Updated

“Should my agency adopt Client Lounge as a white-label client portal for our retainer clients?”

Adopt Client Lounge only if you are prepared to pay for the Professional plan ($32/month annual) to secure full white-labeling and a custom domain.

Common Mistake

Agencies often choose the Essential plan to save money, only to discover the vendor logo in the footer damages their brand credibility with clients, forcing an upgrade later and complicating the initial rollout.

Why This Works

The Essential plan at $16/month annual includes a Client-Lounge.com footer logo, which undermines white-label positioning for agency clients. The Professional plan at $32/month annual adds a custom domain and full white-label portals, making it viable for reselling as a branded service. With unlimited clients and users on all plans, the per-client cost drops quickly as you scale, but only if you invest in the higher tier.

Apply When
  • •You manage more than 5 client accounts and need to centralize proposals, invoices, and deliverables in one branded interface.
  • •You plan to resell branded portals as part of a retainer package and require full white-labeling without vendor branding.
  • •You rely on Google Drive, HubSpot, Pipedrive, Trello, or Zapier and want to sync documents and project data automatically.
  • •Your agency has at least one dedicated staff member who can handle the 8-hour setup and ongoing 2-hour monthly maintenance per portal.
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