Clients keep asking for updates
Your inbox fills with questions like how many leads came in this week or whether the new ad is live. Each answer means logging in, checking and writing back.
A Branded Client Portal Where Your Clients See Everything in One Login
Give each client a private, branded space to view their leads, campaign results, invoices, deliverables and open requests, without sending them into the full GoHighLevel sub-account.
- Marketing agencies with ten or more retainer clients
- GoHighLevel agencies that do not want clients inside the full sub-account
- SaaS-mode resellers who want a simpler client-facing view
Available this month
What you get
- Individual client logins
- Results overview
- Lead list view
- Invoices and billing
- Deliverables library
Typical build time
4-6 weeks
Logins
One per client user
The short answer
Client Portals, explained simply
A client portal is a secure, branded website where an agency's clients log in to see their own results. It shows leads and campaign performance from GoHighLevel and ad platforms, plus invoices, deliverables, approvals and support requests, so clients get answers without emailing the agency or learning complex software.
- Typical build time
- 4-6 weeks
- Logins
- One per client user
- Branding
- Your logo and domain
- Starting price
- $3,497
Sound familiar?
These are the problems that usually bring people to us. If two or more apply, this service is worth a closer look.
The full GHL sub-account overwhelms them
Giving a client access to their sub-account shows them dozens of menus they do not need, and some clients accidentally change settings or workflows.
Files, invoices and approvals are scattered
Reports live in Google Drive, invoices in Stripe or QuickBooks, approvals in email threads and requests in WhatsApp. Nothing is in one place.
Your service feels less valuable than it is
When clients cannot see the work happening behind the scenes, they underestimate it, which makes renewals and price increases harder conversations.
What is included
Everything below is part of the work, written into your quote, and handed over with notes so you are never locked in.
Individual client logins
Each client user gets their own secure login and only ever sees their own company's data.
Results overview
Leads, appointments, ad spend and cost per lead pulled from GoHighLevel and ad platforms, shown in plain language.
Lead list view
A read-only list of recent leads with source and status from the GHL sub-account, without exposing the full CRM.
Invoices and billing
Invoices and payment status pulled from Stripe, QuickBooks or GoHighLevel payments, with download links.
Deliverables library
A place for reports, creative files, contracts and recordings, organized by month or project.
Approvals
Clients approve ad creative, landing pages or content with one click, and you get notified.
Request and support form
Clients submit requests that create a task or opportunity in GoHighLevel, so nothing gets lost in chat apps.
Your branding and domain
Your logo, colors and a domain such as portal.youragency.com, so the portal feels like part of your service.
Admin panel
A simple screen for your team to add clients, manage users and control what each client can see.
How the work runs
A clear path from first call to handover. You always know what is happening, what we need from you, and what comes next.
- 1 Week 1
Plan what clients should see
We map the questions your clients ask most, the data you are comfortable sharing and the actions they should be able to take.
- 2 Week 1-2
Design the portal
We design the screens with your branding and share clickable mockups so you can approve the layout before development.
- 3 Week 2-5
Build and connect data
We build the portal, connect GoHighLevel, ad platforms and billing tools, and set up strict rules so each client only sees their own data.
- 4 Week 5
Test with real clients
You invite one or two friendly clients to try it. We fix anything confusing and test permissions carefully.
- 5 Week 6
Launch and roll out
We help you invite clients, provide a short how-to guide you can send them, and hand over admin training for your team.
Before and after
What changes in your day-to-day once this is done properly.
Area
Before
With Getcustomerservices
Client asks how many leads came in
Before: Account manager checks GHL and replies by email
With Getcustomerservices: Client logs in and sees it instantly
Sharing results
Before: Monthly PDF sent by email
With Getcustomerservices: Always-current results in a branded portal
Approvals
Before: Long email threads and missed replies
With Getcustomerservices: One-click approval with a timestamp
Invoices
Before: Clients search their inbox for old invoices
With Getcustomerservices: All invoices and payment status in one tab
Client access to GHL
Before: Full sub-account with risk of accidental changes
With Getcustomerservices: Read-only view of only what matters to them
What you can expect
Fewer status-update emails
Clients can check results themselves at any time, which cuts down routine questions and frees your account managers for real work.
Work that clients can see
Deliverables, approvals and results sit in one branded place, making the value of your service visible every time they log in.
A more professional client experience
A dedicated portal on your own domain sets you apart from agencies that only send a monthly PDF.
Who this is for
- Marketing agencies with ten or more retainer clients
- GoHighLevel agencies that do not want clients inside the full sub-account
- SaaS-mode resellers who want a simpler client-facing view
- Lead generation agencies that bill per lead
- Consultants who manage ongoing projects with approvals and deliverables
- Franchise support teams sharing results with franchisees
Simple, fixed pricing
Clear prices, agreed before work starts. If your project needs something different, we will quote it in writing first.
Portal Essentials
A branded portal with results, leads and file sharing.
$3,497 one-time
- Client logins with per-client data separation
- Results overview from GHL and one ad platform
- Read-only lead list
- Deliverables library
- Your logo, colors and custom subdomain
- Admin panel to manage clients
Portal Pro
A full client workspace with billing, approvals and requests.
$5,997 one-time
- Everything in Portal Essentials
- Google Ads, Meta Ads and GA4 results
- Invoices from Stripe, QuickBooks or GHL payments
- Approval workflow with notifications
- Request form that creates GHL tasks or opportunities
- Role-based access for client staff
Portal Hosting and Care
Hosting, security updates and ongoing improvements.
$249 per month
- Secure hosting, SSL and daily backups
- Security and dependency updates
- Monitoring of all data connections
- Up to 3 hours of changes each month
Prices in USD. GoHighLevel subscription, phone, SMS and email usage are billed by HighLevel directly and are not included.
What is a client portal for a marketing agency?
A client portal is a private website where each of your clients logs in and sees information about their own account. For a marketing agency that usually means campaign results, leads, booked appointments, invoices, files you have delivered and any items waiting for their approval. It replaces a mix of emails, shared folders and PDF reports with one consistent place.
The key difference from a public dashboard link is security. Every client has their own login, and the portal is built so a client can only ever see their own data. Your team uses an admin area to add clients, connect their GoHighLevel sub-account and ad accounts, and decide which sections each client can see. Clients get clarity, and you keep control of what is shared.
Should agency clients use the GoHighLevel sub-account or a separate portal?
Some clients are comfortable working inside GoHighLevel, especially when they use the conversations inbox and mobile app every day. For them, a well-configured sub-account with limited user permissions may be enough. Many business owners, though, only want to know whether marketing is working and what they owe, and the full CRM is more than they need.
A separate portal gives those clients a simple view: a handful of numbers, a list of leads, their invoices and a way to ask for help. It also reduces the risk of a client editing a workflow or pipeline by mistake. Many agencies use both, keeping the sub-account for clients who answer leads themselves and offering the portal to owners and decision-makers who just need the summary.
How do you keep each client's data private in a portal?
Data separation is designed in from the start, not added later. Every record in the portal database is tagged with the client it belongs to, and every request checks the logged-in user's client before returning anything. We test this by logging in as different clients and confirming that no data crosses over, and we repeat those checks after major changes.
Other safeguards include encrypted connections, hashed passwords, optional two-factor login, read-only API access to GoHighLevel and ad platforms wherever possible, and activity logs that show who viewed or changed what. If you work in a regulated field such as healthcare or finance, tell us early so we can discuss what data should and should not appear in the portal at all.
- Per-client data separation on every request
- Read-only connections to source platforms where possible
- Optional two-factor authentication
- Activity logging for admin actions
Frequently asked questions
Straight answers to the questions people ask us most. If yours is not here, ask us directly.
Can clients log in with their own email address?
Yes. Each client user gets a login tied to their own email address and password, with optional two-factor authentication for extra security. You can add several users per client, such as the owner and an office manager, and give them different permissions. Password resets are handled automatically by email, so your team does not need to manage them.
Does the portal replace GoHighLevel?
No. GoHighLevel remains the system where your team runs campaigns, automations and conversations. The portal reads data from GoHighLevel and other tools and presents a simplified, client-friendly view. Requests submitted in the portal can create tasks or opportunities back in GoHighLevel, so your existing workflow stays in place.
Can the portal run on my own domain?
Yes. We set it up on a subdomain you own, such as portal.youragency.com, with an SSL certificate so the connection is secure. Your logo, colors and email sender name are used throughout, so clients see your brand rather than ours. We do not place our own branding anywhere in the client-facing screens.
How do you add a new client to the portal?
Your team uses the admin panel to create the client, link their GoHighLevel location ID and any ad accounts, and invite their users by email. The process usually takes a few minutes once the client's accounts are connected. We document the steps and record a short training video so anyone on your team can do it.
Can clients pay invoices inside the portal?
They can view invoices and follow a secure payment link from Stripe, QuickBooks or GoHighLevel payments. We do not store card details in the portal itself. Payments are always handled by the payment provider, which keeps sensitive information out of your portal and reduces your security responsibilities.
Is a client portal worth it for a small agency?
It depends on how many clients you have and how much time goes into status updates. Agencies with only a few clients often manage well with a shared reporting dashboard. Once you have ten or more retainer clients, or clients who expect a premium experience, a portal usually starts paying for itself in time saved and in how professional your service feels.
Can I resell the portal as part of my own package?
Yes. The portal is built for your agency and carries your branding, so you can include it in your retainers or charge for it as an add-on. Many agencies position it as part of a higher service tier. We do not claim any credit on the client-facing side, and you set your own pricing.
What happens to the portal if I stop the care plan?
The portal keeps running as long as it is hosted, but connections may break over time when platforms update their APIs, and security updates will not be applied. If you leave, we can transfer the code and hosting to your own accounts or another developer, following the terms agreed in your project contract.
Can different clients see different sections?
Yes. The admin panel lets you switch sections on or off for each client. For example, a lead generation client might only see leads and invoices, while a full-service client sees ads, SEO, deliverables and approvals. This lets one portal serve every service level you offer without building separate versions.
Talk to us about Client Portals
Book a free 30-minute call. We will look at what you have, tell you what we would change, and give you a fixed quote. No pressure, no jargon.