Digital Agencies
You have 15+ clients, 3 team members, and a PM tool that's become a second job. Optimo One gives your clients a portal and gives your team a dashboard. Both under your brand.
Optimo One is a white-label client portal for agencies, freelancers, and consultants. Sell services, manage projects, send invoices, draft replies with AI, and run reports — all from one platform your clients think you built yourself.
Trusted by agencies, consultants, and freelancers worldwide
You're paying $200+/mo for tools that don't talk to each other. Your clients have 4 different logins and still email you asking "where's my invoice?" Your VA needs 3 weeks to learn the stack.
Optimo One replaces your entire Franken-stack with a single client portal that handles billing, tasks, messaging, forms, reports, and file storage. Your clients log in to what looks like your own product. You log in to a dashboard that actually makes sense.
Stripe-native. No transaction fees. No payment middleman. Create productized services with recurring subscriptions, one-time charges, tiered pricing, setup fees, and free trials — all from a branded checkout your clients trust.
"We cancelled HoneyBook, saved $80/mo, and our MRR dashboard actually works now."
Claude reads the full thread, pulls client history, past messages, and active services — then drafts a reply in your voice. You edit if needed, hit send. Most replies go out in under 20 seconds. That's 12+ hours saved per week.
"I used to spend 90 minutes every morning just replying to clients. Now it's 15 minutes. I'm not going back."
Your internal Kanban board runs the work. But clients only see the tasks you invite them to. No more screenshotting Asana. No more forwarding Looms. No more "can you resend that?"
"We stopped using ClickUp overnight. The client-collab model just makes sense."
Build intake forms, onboarding flows, and order forms with a drag-and-drop builder. Link them to specific services. Clients fill them out from their portal. No more emailing Google Docs back and forth.
Build branded performance reports per client, per service. Run Meta Ads campaigns from inside the portal. When your client opens their dashboard, they see their ROAS — not a monthly PDF buried in email.
"Clients open their dashboard and see their ROAS. That's the whole retention playbook."
Retainers, sprints, subscriptions, one-offs. If your business bills clients and delivers work, Optimo One fits.
You have 15+ clients, 3 team members, and a PM tool that's become a second job. Optimo One gives your clients a portal and gives your team a dashboard. Both under your brand.
You're billing $10k+/mo on Upwork or direct and managing it all from a Notion template and PayPal links. Optimo One makes you look like an agency without hiring one.
Your clients pay monthly but interact with you through 4 different apps. Give them one login, one place for tasks, messages, files, and invoices — branded to you.
You've packaged your offer as a subscription. Now you need the infrastructure to sell it, deliver it, and scale it without duct tape. This is literally what Optimo One was built for.
We replaced Notion, ClickUp, HoneyBook, and two Zapier zaps. Clients think we built the portal ourselves. Onboarding went from 2 weeks to 2 days.
I went from managing everything in Google Sheets to having a real dashboard with MRR tracking, client messaging, and automated invoicing. My clients think I have a team of 10.
The AI inbox alone saved me 12 hours a week. Replies that used to take 4 minutes now take 20 seconds. That's a hire I didn't have to make.
Every plan includes unlimited tasks, forms, and file storage. No per-client fees. No transaction fees. You pay Stripe directly.
For solo freelancers getting started
Free forever · No credit card
For serious freelancers & small agencies
Includes 2 team seats · +$20/mo per extra
For teams shipping at scale
Includes 5 team seats · +$20/mo per extra
Advanced campaign management and reporting. No more CSV exports.
Add designers, PMs, or account managers. Clients never count as seats.
All paid plans include a 14-day free trial. Seats = team members only — invited clients are always free and unlimited.
If yours isn't here, email us — a human replies within hours.
portal.youragency.com and we handle SSL. Available on Growth and Agency plans.Create your free account in 30 seconds. No credit card. No sales call. No 47-step onboarding. Just a portal that works.