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Features

Everything an agency runs on, in one portal you own.

12 areas and 78 features, from the first page view to the monthly report.

01 · Store

A store built for productized services

Each service gets its own page, priced the way you sell it.

Read the docs

Five pricing models

Price each service the way the work is scoped.

  • Packages
  • Tiered
  • Hourly
  • Quote
  • Free

One-time or monthly

Buyers choose on the same page.

Packages and add-ons

Quantities, volume discounts and extras that speed delivery.

A sales page each

Draft, private or public, with a live preview.

Digital products

Files delivered on their own once paid.

Requirements first

Your questions, answered right after paying.

Store analytics

From page view to paid, and where they leave.

Costs stay private

Margins for you. Never sent to a client.

02 · Checkout

Checkout and payments that settle into orders

An order exists only once the payment provider confirms it.

Read the docs

Five gateways

Paste your keys. Webhooks register themselves.

  • Stripe
  • PayPal
  • NOWPayments
  • CoinGate
  • BTCPay

Manual crypto

Clients pay your wallet, your team confirms.

Account in one step

A sign-in code by email. No password to invent.

Coupons

Percent or fixed, with limits and end dates.

Tax and fees

Your tax rate, registration and processing fee.

21 currencies

Never silently converted.

  • USD
  • EUR
  • GBP
  • INR
  • +17

Signup on your terms

Open or closed, with Turnstile against bots.

03 · Orders

Delivery your clients can follow

The work moves each order forward. Your team can always step in.

Read the docs

Statuses that move

Briefs, hand-overs and approvals move the order.

  • Awaiting brief
  • In progress
  • Delivered
  • Completed

Hand-overs and revisions

The client approves or asks for changes.

Auto-approve

Closes itself when the client goes quiet.

Chase missing briefs

Remind every waiting client at once.

Cancellations

Approve with a refund, or decline with a reason.

Ratings

Ask how you did after each delivery.

The order page

Files, notes, invoices and margin in one place.

Lists that scale

Search, filters, bulk actions and CSV.

04 · Workflow

The team side of the work

Plan, assign and track the work behind each order.

Read the docs

Todo board

Kanban with subtasks, priority, due dates and comments.

Cards that create themselves

Orders, revisions, tickets and payments become tasks.

Checklists

Attach one to new orders, per service.

Dashboard

What needs a decision, and what is late.

Command palette

Press ⌘K to jump to anything.

05 · Messages

Conversations next to the work

Talk to clients per company and per order. Team chat lives here too.

Read the docs

Client and order threads

Plus team channels and direct messages.

Presence and typing

See who is online and who is typing.

Custom offers

A priced offer in chat. Accept and pay.

Waiting reminders

Nudges when someone is waiting for a reply.

Mentions and saved replies

Reactions, files and one-click answers.

Private files

Signed links that expire. All in one place.

06 · Support

A help desk, built in

Tickets with response targets and saved replies, in the same portal.

Read the docs

Ticket queue

Statuses, priority, assignee and search.

Response targets

Counted in your business hours only.

Email into tickets

Client emails arrive as tickets.

Notes, merge, snooze

Talk privately and tidy the queue.

Automation

Auto-reply, auto-close and a rating on close.

07 · Billing

Invoices, subscriptions and credit

Gapless numbering, pay links and renewals that bill themselves.

Read the docs

Invoices done properly

Gapless INV and CN numbers, voids and refunds.

Pay links

Anyone with the link can pay. No account.

Partials and refunds

Part payments, refunds to card, PayPal or credit.

Credit notes

Overpayments become credit, spent first next time.

Subscriptions

Each renewal raises the invoice and the order.

  • Card on file
  • Retries
  • MRR
  • Self-service

Reminders

Overdue, renewal and expiring card emails.

08 · Finance

Know what you actually made

Profit and loss, expenses and reports, without a spreadsheet.

Read the docs

Profit and loss

Revenue, costs, gross and net, month by month.

Expenses

Receipts, links to orders, recurring costs.

Margin by service

Which services earn their keep.

Delivery reports

On-time rate by month, client and person.

Monthly client reports

Written for every client, every month.

CSV everywhere

Export orders, invoices, expenses and more.

09 · Growth

Sales and growth tools

Capture leads, see where buyers come from, reward who sends them.

Read the docs

Lead pipeline

New to won, with source and value.

Website forms

Your site’s forms send leads straight in.

Follow-up emails

A thank-you, then days 2, 5 and 10.

Traffic tracking

Short links and a funnel to paid.

Ad conversions

Meta Conversions API and Google Ads export.

Referrals

Partner links, commissions and payouts.

Form builder

17 field types, rules and multi-page.

10 · White-label

Your brand on every screen

Your logo, colours, words and domains. Clients never see ours.

Read the docs

Logos and colours

Five logo slots and two colours, everywhere.

Your own domains

portal.youragency.com, on your server.

Portal menu

Reorder, rename, hide or add links.

Client dashboard

Pick the cards, add a welcome and video.

Your words

“Orders” can read “Projects”.

Every email

Edit each one with a live preview.

11 · Security

Access control and security

Fine-grained roles for your team, scoped access for clients.

Read the docs

122 permissions

Six built-in roles, plus your own.

Client roles

Owner, admin, member and viewer per company.

Passwordless

Sign-in codes, Google and two-factor.

Audited “sign in as”

Read-only, 30 minutes, reason logged.

Sealed credentials

Every key encrypted at rest.

Least-privilege database

Refuses to run as a superuser.

12 · Self-hosted

Self-hosted, without the hard parts

One command installs it, one more updates it. Your data stays put.

Read the docs

One-command install

Docker, passwords, HTTPS and the download, done.

Setup in the browser

License, agency, colours and owner account.

Modules you can switch off

Hide what you do not use. Data stays.

Jobs included

Renewals and reminders run on their own.

Live everywhere

76 notification types, in-app and email.

Update, back up, roll back

One command each.

Never on our servers

Only a license check-in leaves.

Blocks you already know

Next.js, NestJS, PostgreSQL, Docker.

Your agency, your portal, your server.

Get ClientOS and run sales, delivery, billing and support from one place you own.