Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos
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CLIENT PORTAL

Client Portal Software for Contracts, Invoices & Onboarding

Give every client a central place to complete onboarding, submit project assets, communicate with your team, and access important project documents. Connect your client experience with contract management and invoice workflows through Creative Ecom Builder.

Get Started Today See How It Works
Organized client onboarding Connected project documents Built for agencies
Creative Ecom Builder
My Onboarding Documents Messages
A
CLIENT WORKSPACE

Everything for Your Project

Keep onboarding materials and project documents organized.

PDF
Project Contract Contract document
Document
INV
Project Invoice Billing document
Invoice
Upload Your Brand Assets Keep project files in one organized workflow. Images, PDF files, and project materials
Logo – Primary.png Brand asset
✓
Brand Guidelines.pdf Project material
✓
Your Project Team Project communication
Welcome! Your project information and documents are organized in one place. Project message
Thanks! I know where to find everything. Client reply
Write a message…
Everything
in one place. ↘
Clear documents.
Organized projects. ↗
A CONNECTED CLIENT EXPERIENCE

Manage Client Onboarding, Contracts and Invoices in One Connected Workflow

Client onboarding involves more than collecting files. Agencies also need a clear process for project details, agreements, billing documents, and ongoing communication. Creative Ecom Builder brings these workflows into a connected agency system so teams can manage client work with greater clarity.

Explore client contract management software to learn how the contract workflow connects with projects and client operations.

1
Client Access Give clients a central place to work with your team.
2
Assets & Files Collect project materials and required information.
3
Contracts & Invoices Connect client documents with the wider workflow.
4
Communication Keep project conversations organized.
5
Project Progress Move client work forward with clearer processes.

Client Asset Collection

Collect files and required project materials in a structured onboarding workflow.

Client Communication

Keep onboarding conversations and project updates connected to the client workflow.

BUILT FOR AGENCY WORKFLOWS

Give Clients a Clearer Way to Work With Your Agency

Replace scattered onboarding tasks with a more structured client experience. Keep project information, submitted assets, documents, and communication connected to your agency workflow.

Less Back-and-Forth

Give clients a clear process for sharing information and project materials.

Connected Project Documents

Link the onboarding experience to contract management and invoice workflows.

A More Organized Client Experience

Help clients understand where project information and next steps belong.

Organized Client materials
Connected Project workflow
Clear Client processes
Unified Agency operations
MAKE CLIENT WORKFLOW SIMPLER

A smoother onboarding experience for you and your clients.

Bring client onboarding into your agency workflow and connect it with contract management, invoices, and project operations.

Learn about client contract management
Get Started ORGANIZED. CONNECTED. SCALABLE.