Which Client Portal services score highest for agencies?

Ranked by InnovaAI's agency-fit score out of 10, the highest-scoring Client Portal records are Pickspace (9.9 of 10), Assembly (9.7) and Formaloo (9.6). The order uses agency fit, then value score and review state; affiliate and vendor relationships are not ranking signals.

Which Client Portal services can agencies white-label?

46 of the 75 Client Portal records offer full white-label resale, so the product can carry the agency's brand, and 12 more offer partial white-labeling. By agency fit, the first full white-label options are Pickspace (9.9 of 10), Assembly (9.7) and Formaloo (9.6).

Which Client Portal services have a free plan?

25 of the 75 Client Portal records publish a free tier alongside paid plans. By agency fit, the first are Assembly (9.7 of 10), Formaloo (9.6) and OnBrio (9.5). Free-tier limits differ by vendor, so check the current plan before building a client offer on it.

How many Client Portal services does InnovaAI compare?

InnovaAI publishes 75 Client Portal records. None has completed InnovaAI's review yet; each is published with the evidence available so far. Scored records average 7.4 of 10 on agency fit.

How are Client Portal services priced?

By published pricing model: tiered plans 38, free tier 25, flat fee 5, quote only 4 and plan plus usage 3.

How should an agency choose a Client Portal service for its clients?

Open each decision record to compare agency fit, white-label rights, pricing and implementation evidence side by side. For a stack-level view, the free AgencyOS Audit reads your agency website and returns an operating-model overview; the full audit adds tool recommendations and a 30-day plan.

CATEGORY · 75 SERVICES · 46 WHITE-LABEL

Client Portal Services

Compare 75 published Client Portal records on agency fit and pricing model. 46 of them offer full white-label resale. The category averages 7.4 of 10 and sits within CRM, Commerce & Client Operations.

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Services

7.4

Avg score

WHITE-LABEL

White-label Client Portal for agencies

46 of the 75 Client Portal records offer full white-label resale: the product runs under the agency's own brand, on the vendor plan that allows it. 12 more offer partial white-labeling, where some surfaces carry the agency's brand and others keep the vendor's. The table lists the 6 highest by InnovaAI's agency-fit score; affiliate and vendor relationships are not ranking signals.

Service	Agency fit (of 10)	Pricing	Resale margin	Review state
Pickspace	9.9Strong fit	Quote only	Not published	Published
Assembly	9.7Strong fit	Free tier	71%	Published
Formaloo	9.6Strong fit	Free tier	66%	Published
OnBrio	9.5Strong fit	Free tier	66%	Published
Schedly	9.4Strong fit	Plan plus usage	Not published	Published
Wayfront	9.4Strong fit	Tiered plans	80%	Published

Showing 6 of 46 full white-label records; every one is in the service list further down this page.

75 of 75 match

Showing 24 of 75 services

White-labelClient Portal

Pickspace

Pickspace is an AI-powered property management platform for commercial, residential, coworking, and mixed-use properties.

Agency fit9.9 out of 10

Strong fit

Best for Property management agencies

Rebranding: Full
Pricing: Quote only
Review state: Published

White-labelClient Portal

Assembly

Assembly provides a branded client portal with CRM, invoicing, contracts, and file sharing for agencies.

Agency fit9.7 out of 10

Strong fit

Best for Marketing agencies

Rebranding: Full
Pricing: Free tier
Resale margin: 71%

White-labelClient Portal

Formaloo

Build branded forms, client portals, approval workflows, and custom PDFs.

Agency fit9.6 out of 10

Strong fit

Best for Marketing agencies

Rebranding: Full
Pricing: Free tier
Resale margin: 66%

White-labelClient Portal

OnBrio

OnBrio is a white-label client portal for agencies.

Agency fit9.5 out of 10

Strong fit

Best for Marketing agencies

Rebranding: Full
Pricing: Free tier
Resale margin: 66%

White-labelClient Portal

Schedly

Schedly is a white-label scheduling platform for agencies to resell under their own brand.

Agency fit9.4 out of 10

Strong fit

Best for Digital agencies

Rebranding: Full
Pricing: Plan plus usage
Review state: Published

White-labelNEW · Feb 2026Client Portal

Wayfront

Wayfront is an all-in-one platform for service agencies to sell fixed-price and recurring services through a branded client portal.

Agency fit9.4 out of 10

Strong fit

Best for SEO agencies

Rebranding: Full
Pricing: Tiered plans
Resale margin: 80%

White-labelClient Portal

FuseBase

FuseBase is an AI-native client portal platform for agencies to build branded portals, deal rooms, and apps.

Agency fit9.3 out of 10

Strong fit

Best for Marketing agencies

Rebranding: Full
Pricing: Tiered plans
Resale margin: 70%

White-labelClient Portal

CallaStream

CallaStream is a digital signage platform that lets agencies white-label and resell screen management to clients.

Agency fit9.2 out of 10

Strong fit

Best for IT providers

Rebranding: Full
Pricing: Tiered plans
Resale margin: 69%

White-labelClient Portal

GPSWOX

GPSWOX is a white-label GPS tracking and fleet management platform for agencies.

Agency fit9.2 out of 10

Strong fit

Best for GPS tracking resellers

Rebranding: Full
Pricing: Tiered plans
Resale margin: 68%

AI-poweredClient Portal

AgencyAccess

AgencyAccess lets marketing agencies send one branded link to collect client ad, analytics, social, and ecommerce account access via official APIs.

Agency fit9.2 out of 10

Strong fit

Best for Marketing agencies

Review state: Published
Pricing: Tiered plans
Resale margin: 70%

White-labelClient Portal

Tarkle

Tarkle gives agencies three white-label platforms in one subscription: file sharing, client portal, and contractor management.

Agency fit9.2 out of 10

Strong fit

Best for Digital agencies

Rebranding: Full
Pricing: Tiered plans
Resale margin: 72%

White-labelNEW · 2026Client Portal

Selpx

Selpx is a white-label client portal for agencies to deliver files, approvals, invoices, and project updates under your brand.

Agency fit9.1 out of 10

Strong fit

Best for Digital marketing agencies

Rebranding: Full
Pricing: Free tier
Resale margin: 66%

White-labelClient Portal

ManyRequests

ManyRequests is a white-label client portal for agencies to manage clients, projects, time, and billing.

Agency fit9 out of 10

Strong fit

Best for Design agencies

Rebranding: Full
Pricing: Tiered plans
Resale margin: 62%

AI-poweredClient Portal

Launch27

Launch27 is a maid service software with online booking, payment processing, scheduling automation, and customer management.

Agency fit9 out of 10

Strong fit

Best for Maid service businesses

Review state: Published
Pricing: Tiered plans
Resale margin: 60%

White-labelClient Portal

RichEdu

RichEdu AI is a white-label school management platform with branded website, parent app, and AI features.

Agency fit9 out of 10

Strong fit

Best for Educational institutions

Rebranding: Full
Pricing: Flat fee
Resale margin: 45%

White-labelClient Portal

Clinked

Clinked is a white-label client portal for secure client collaboration.

Agency fit8.9 out of 10

Strong fit

Best for Agencies

Rebranding: Full
Pricing: Tiered plans
Resale margin: 67%

White-labelClient Portal

Formstep

Formstep sends prefilled, branded, multilingual forms to customers and follows up automatically until each request is completed.

Agency fit8.8 out of 10

Strong fit

Best for Agencies collecting documents from clients

Rebranding: Full
Pricing: Free tier
Resale margin: 70%

White-labelClient Portal

Magentrix

Magentrix is a PRM and customer management platform that mirrors your CRM data.

Agency fit8.8 out of 10

Strong fit

Best for Enterprise channel teams

Rebranding: Full
Pricing: Tiered plans
Resale margin: 42%

White-labelClient Portal

CustomHub

CustomHub centralizes marketplace orders, auto-generates DTF gang sheets, and powers white-label dealer portals for print-on-demand businesses.

Agency fit8.7 out of 10

Strong fit

Best for Print-on-demand fulfillment centers

Rebranding: Full
Pricing: Tiered plans
Resale margin: 68%

AI-poweredClient Portal

Sync

Sync offers end-to-end encrypted cloud storage, secure file sharing, and custom-branded client portals for teams and agencies.

Agency fit8.7 out of 10

Strong fit

Best for Marketing agencies

Review state: Published
Pricing: Tiered plans
Resale margin: 59%

White-labelClient Portal

PartnerPortal

Launch a branded partner portal in 60 seconds.

Agency fit8.7 out of 10

Strong fit

Best for SMB and mid-market partnership teams

Rebranding: Full
Pricing: Free tier
Resale margin: 42%

White-labelClient Portal

Verdocs

Embed eSignature into your product with Verdocs' API, webhooks, and white-label web components.

Agency fit8.6 out of 10

Strong fit

Best for Software agencies building custom applications

Rebranding: Full
Pricing: Free tier
Resale margin: 56%

AI-poweredClient Portal

Clientary

Clientary is an all-in-one platform for proposals, contracts, invoicing, time tracking, and client management.

Agency fit8.6 out of 10

Strong fit

Best for Marketing and creative agencies

Review state: Published
Pricing: Tiered plans
Resale margin: 62%

White-labelClient Portal

Periodic

Periodic is a white-label booking and scheduling platform for multi-location businesses, franchises, and SaaS providers.

Agency fit8.6 out of 10

Strong fit

Best for Multi-location businesses

Rebranding: Full
Pricing: Tiered plans
Resale margin: 70%

24 of 75 services shown

Client Portal: questions agencies ask

Which Client Portal services score highest for agencies?: Ranked by InnovaAI's agency-fit score out of 10, the highest-scoring Client Portal records are Pickspace (9.9 of 10), Assembly (9.7) and Formaloo (9.6). The order uses agency fit, then value score and review state; affiliate and vendor relationships are not ranking signals.
Which Client Portal services can agencies white-label?: 46 of the 75 Client Portal records offer full white-label resale, so the product can carry the agency's brand, and 12 more offer partial white-labeling. By agency fit, the first full white-label options are Pickspace (9.9 of 10), Assembly (9.7) and Formaloo (9.6).
Which Client Portal services have a free plan?: 25 of the 75 Client Portal records publish a free tier alongside paid plans. By agency fit, the first are Assembly (9.7 of 10), Formaloo (9.6) and OnBrio (9.5). Free-tier limits differ by vendor, so check the current plan before building a client offer on it.
How many Client Portal services does InnovaAI compare?: InnovaAI publishes 75 Client Portal records. None has completed InnovaAI's review yet; each is published with the evidence available so far. Scored records average 7.4 of 10 on agency fit.
How are Client Portal services priced?: By published pricing model: tiered plans 38, free tier 25, flat fee 5, quote only 4 and plan plus usage 3.
How should an agency choose a Client Portal service for its clients?: Open each decision record to compare agency fit, white-label rights, pricing and implementation evidence side by side. For a stack-level view, the free AgencyOS Audit reads your agency website and returns an operating-model overview; the full audit adds tool recommendations and a 30-day plan.

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