Client Portal

Give clients their own
branded dashboard.

White-label portal with custom branding, sections, and access control. Clients review landing pages, social posts, and knowledge base — all from their own dashboard. No code required.

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White-Label

Your Brand

Custom

Brand Identity

Sections

Toggle Control

Invite

Based Access

Features

Everything you need. Nothing you don't.

🎨

Custom Branding

Your logo, colors, fonts, and welcome message. Clients see your agency brand, not OpenAva.

🔧

Section Control

Choose what clients can access: landing pages, social media, knowledge base, brand kit. Toggle per client.

✉️

Invite-Based Access

Invite clients via email. They get their own login. Manage active and deactivated users.

📄

Landing Page Review

Clients review, edit, and submit landing pages for approval. Collaborative workflow built in.

📚

Knowledge Base Access

Share documentation, guides, and resources with clients. Rich text editor for content.

🖥️

Dashboard Designer

Customize the client dashboard layout. Add sections, widgets, and custom content per organization.

Full personalization

Shape the system around how you actually work.

Start from a useful industry setup, then personalize the workspace with your own modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, service delivery, approvals, vendors, recruiting, or client success.

Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the business.

Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.

Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep work moving.

How it works

Up and running in minutes.

Configure your portal

Set branding, enable sections, customize layout. Upload your logo and choose your color scheme.

Invite clients

Send email invitations. Clients create their own accounts and log in to their branded dashboard.

Collaborate

Clients review work, submit feedback, approve deliverables. Everything stays organized in one place.

FAQ

Frequently asked questions.

Does the client portal cost extra?

No. The client portal is included in OpenAva plans that support it. There are no per-client fees — invite as many clients as your plan allows.

How much can I customize the portal?

Full white-label branding: your logo, colors, fonts, welcome message, and favicon. Clients see your agency brand throughout the entire experience. You also control which sections each client can access.

How many clients can I invite?

Client limits depend on your plan. Each client gets their own login and can have multiple users within their organization. You can activate and deactivate client access at any time.

Can clients edit content in the portal?

Yes. Depending on the sections you enable, clients can review and edit landing pages, submit them for approval, browse the knowledge base, and interact with their dashboard. You control exactly what they can see and do.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage	Price
Templates/designer	$0
Text/social AI generation	$0.20 each
Long-form or landing page draft	$0.50 each
AI image generation/edit	$0.75 each
Background removal	$0.50 each
Premium Lead Generation	$0.03 per lead
Managed call minutes	$0.05/min
Extra connected account	$5/account/mo or $10/mo per 3-account pack

Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on	Price	Wallet value
Wallet XS	$5	$5
Wallet S	$10	$10
Wallet M	$25	$25
Wallet L	$50	$50
Wallet XL	$100	$100
Extra Account Pack	$10/mo	3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for builders. Priced for startups.

One platform.
Start free.

Sales, agency management, HR, marketing, real estate, and more. Plans start at $20/month with included usage and transparent prepaid extras.