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Fiverr Pro
English
$
USD
I will setup copilot client portal, suitedash crm, or manyrequests
About this Gig
Elevate Your Agency with a Professional White-Label Client Portal
Tired of messy email threads, scattered files, and complex client onboarding? I specialize in building fully branded client portals on Copilot, SuiteDash, and ManyRequests for marketing agencies, law firms, accounting practices, and consultants.
I configure core infrastructure, including custom domain setup (portal.yourbrand.com), white-label branding, Stripe/PayPal payment gateways, and e-sign contract templates.
My services cover automated client onboarding flows, intake forms, project pipelines, custom dashboards, and app embeds (Airtable, ClickUp, Notion, Google Sheets).
Send a message to discuss your portal setup!
Software:
HubSpot
Industry:
Business services & consulting
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Data analytics
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Software
FAQ
Do you handle custom CNAME and domain configuration?
Yes, I set up custom domain mapping (e.g., portal.yourcompany.com) and white-label email notifications.
Can you embed external apps like Airtable or Google Sheets into the portal?
Yes, I build custom app embeds so your clients can view real-time reports, spreadsheets, and design dashboards directly inside their portal.
Can you build custom onboarding workflows for my clients?
Yes, I set up automated client onboarding flows, including intake forms, e-sign agreements, and automatic task creation.
