Client portals for marketing agencies
A custom portal instead of a license for every client - leads, stages, and statistics in one place.
Problem
An agency that generates leads for clients typically lives with three tools: spreadsheets with campaign results, email reports, and a paid platform for client dashboards. The platform is often charged per client, so as the agency grows, so does its software bill. And the client still asks by email how things are going.
Approach
For leveraged.cz, an agency that uses Meta Ads to generate clients for financial and insurance advisers, we built a custom client portal instead of SwipeScale, Google Sheets, and email reporting. Leads arrive automatically, the client moves them through stages themselves, and sees results in charts. The agency pays no license for an additional client and does not report manually.
What we focus on in this industry
Five places where an agency loses time or money - verified on a portal in live operation.
A license for every client
SwipeScale cost the agency about CZK 2,500 per month for each of its clients. With 10 clients, that is CZK 25,000 per month, or CZK 300,000 per year just for dashboards. A custom portal has no per-client license; another client does not mean another fee.
Leads without manual import
Leads from Meta Ads go via Google Sheets and Apps Script or Make to a secure API with every request signed. Duplicates are filtered by lead ID within a specific client, and the flow is one-way - the portal never overwrites the source spreadsheet.
The client sees the status themselves
A Kanban with six stages from a new lead to an acquired client. A card can be dragged with a mouse or keyboard, leads can be filtered by campaign and status, searched, and exported to CSV. The portal, not email, answers the question "how is it going?".
Statistics instead of a monthly report
Lead quality, the number of arranged meetings and attendance at them as percentages, breakdowns by day of the week and hour, and trends over time. The client sees it in charts at any time, not once a month in an email attachment.
Admin and support across all clients
The agency admin sees an overview across clients and opens exactly the view a particular client sees, with a visible notice that it is an impersonation mode. Support enquiries come from the portal sorted by category, and short video guides answer recurring questions.
Case studies from this industry
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Frequently asked questions
Who will have access to the source code?
You will. The repository stays yours. You do not depend on us as the only people who can access your website.
What happens to my data and backups?
We deploy websites through Vercel with a deployment pipeline connected to Git. Every change is versioned and can be rolled back. Backups and specific operational settings (databases, storage) depend on the type of project.
What is the difference between fixed price and Time & Material?
A fixed price gives you budget certainty for a clearly defined scope. Time & Material (paying for time worked) makes sense when the scope evolves, typically in longer collaborations with ongoing changes. We discuss which model fits your project after reviewing the scope in the audit.