Client portal software

Give every client one branded dashboard for the whole engagement.

Arpixa client portal software gives agencies a premium client-facing workspace for timeline, calendar, projects, deliverables, documents, proposals, files, invoices, payments, messages, Brief Builder, and agency discovery.

12Portal modules
1Branded workspace
0Extra client tools
History

Timeline

A chronological view of approvals, uploads, project movement, invoices, and key events.

Schedule

Calendar

Meetings, delivery dates, bookings, and schedule visibility in one client space.

Delivery

My Projects

Client-visible project status, milestones, tasks, and delivery progress.

Review

Deliverables

A clean place for final work, review items, and handoff assets.

Shared docs

Documents

Client-facing docs, briefs, contracts, and shared reference material.

Approval

Proposals

Proposal status, scope, approvals, and accepted work tied to the same client workspace.

Assets

Files

Uploaded assets, folders, storage context, and shared project files.

Billing

Invoices

Invoice history, PDFs, due amounts, and billing context without another portal.

Paid status

My Payments

Payment status and payment-link context for Stripe and Razorpay paths.

Comms

Messages

Project-linked conversation context so clients do not lose updates across tools.

Intake

Brief Builder

Structured intake so clients can give scope, brand, asset, and requirement details clearly.

Discovery

Find an Agency

A guided discovery path when clients need to connect with an agency workspace.

What the client dashboard does

The client dashboard gives agencies a controlled front door for client collaboration. Instead of sending clients into separate tools for tasks, files, proposals, invoices, payment status, and updates, Arpixa lets the agency present the engagement from one branded portal.

How clients use it

Clients can review project progress, check the timeline, complete briefs, inspect deliverables, access documents, upload or download files, review proposals, track invoices and payments, read shared messages, use Brief Builder, discover agency support, and understand upcoming calendar items from the same workspace.

Why agencies should show one workspace

A branded portal makes the agency feel more organized. It also reduces repeated status questions because the client has a reliable place to inspect the work. Internally, the agency still controls what is visible and what stays private.