A client portal for marketing agencies that keeps every client organized

Proposals in one inbox, contracts in another, campaign files in a shared drive, invoices somewhere else. CloveDesk puts it all in one private workspace per client, and your clients open it with a simple link. No logins to manage, no onboarding calls to explain a tool.

No credit card required

Give each client their own space for quotes, contracts, files and invoices. Switch between clients in a click, and never wonder which version of what you sent to whom.

Send a proposal or quote as a secure link. Your client reads it on any device, then signs, requests a revision or declines. You get a clear answer, not a thread of “any update?” emails.

Upload your service agreement, retainer contract or scope approval and send it for signature. Your client signs by drawing or typing, and you both receive a signed PDF with an audit trail.

Keep creatives, reports, briefs and brand assets with labels inside each client workspace. Clients can view and download what you share, so nothing gets lost in email attachments.

When a quote is approved, convert it into an invoice and every detail carries over. Late payment reminders can be sent manually or chased automatically, so you spend less time asking for money.

Record campaign costs and expenses against the client or project they belong to, in any currency, and see everything in your reporting currency.

Add your logo, colors and business details so the portal and emails reflect your brand.

1. Create a workspace for the client
2. Start a project with its own pipeline
3. Send a proposal and get it signed
4. Share campaign files and run each campaign as a project
5. Invoice approved work and keep records in one place

1. Freelance marketers and consultants
2. Social media and content agencies
3. SEO and PPC specialists
4. Small agencies where one person manages client work

Does my client need an account?
No. They open a secure link sent to their email.

Can I manage several clients?
Yes. Each client has a separate workspace, so their files and documents stay private from each other.

Can I get contracts signed?
Yes. Upload your contract and send it for signature. You both get a signed PDF and audit trail.

Can I use my own agency contract?
Yes. Upload any document and send it.

Can my whole team log in?
CloveDesk is built for one person running client work. Team seats are not available yet.

Can I brand it?
Yes. Add your logo, colors and business details.