The client portal for funnel builders & web designers
Give every client a portal that feels as premium as your work
FunnelAgentX keeps your client projects in one place — intake forms, phase tracking, task boards, messaging, and a polished client-facing portal your clients log into with their own secure account.
- Unlimited shareable intake links
- Secure client logins
- Built-in messaging & notifications
Everything in one place
Built for the way agencies actually run client work
Stop stitching together forms, spreadsheets, and email threads. One portal covers the whole client relationship, from intake to launch.
Client intake forms
Send a shareable link and collect everything you need before the project starts — brand details, assets, goals. Responses land directly in the client's project.
Project phase tracking
Every project moves through clear phases — Submitted, Building, In review, Ready, Live. Clients always know exactly where things stand without asking.
Task delegation to clients
Put client-side work on the board too. Assign approvals, content, and assets to your client so nothing stalls waiting on an email reply.
Messaging & inbox
Project conversations live next to the work, not buried in email threads. One inbox across all your clients, with notifications when something needs you.
A client portal worth logging into
Clients get their own secure login and a clean, focused view of their project — progress, tasks, files from intake, and messages. No clutter, no confusion.
Billing-ready
Stripe-powered subscription billing is built in, so running your portal is as simple as picking a plan — no invoicing gymnastics to get started.
How it works
Up and running in three steps
Add a client
Create the client, spin up their project, and invite them with a secure client login.
Send the intake link
Your client fills out the intake form at their own pace — everything lands in the project.
Run the project
Track phases, delegate tasks, and message inside the portal until the project goes live.
FAQ
Common questions
Clients log in through a dedicated client login and see only their own projects: the current phase, tasks assigned to them, their intake form responses, and their message threads with you. Your other clients and internal views stay private.
Each project can have an intake form you share as a link. Your client fills it out — no account required to submit — and the responses are saved to the project so you and your team can reference them any time.
Yes. Task boards support delegation to clients, so approvals, content, and asset uploads become tracked tasks instead of forgotten emails. Clients see and complete their tasks inside the portal.
Every project moves through five phases — Submitted, Building, In review, Ready, and Live. The current phase is visible to your client at all times, and messaging plus notifications handle everything in between.
Your FunnelAgentX subscription is handled through Stripe. Pick a plan, add your clients, and manage your subscription from your account settings — cancel or change plans whenever you like.
Ready to give your clients a better experience?
Set up your portal, add your first client, and send your first intake link in minutes.