Agency Portal Template

What is the Agency Portal Template?

The Agency Portal template helps you manage your team, clients, and projects efficiently. It provides your clients with a secure way to access their projects, tasks, and documents through a custom client portal web app.

• Keep track of all your projects, tasks, and team activities in one place.
• Provide clients with a secure login to view their specific project details and documents.
• Easy-to-use interface for both your team and clients, improving communication and transparency.

Try the Agency Portal template today and make managing your agency's projects a breeze.

Why you should use the Agency Portal Template with Glide

An Agency Portal built on Glide helps you manage your team, clients, and projects efficiently. It provides a secure way for your clients to access their projects, tasks, and documents through your agency's custom client portal web app.

• Glide connects to your existing data, from Google Sheets to SQL databases, enabling you to create interfaces on top of your data without the hassle of migration.
• Integrated Data & Layout Builder: Fluidly switch between the Data Editor — a familiar spreadsheet-like interface where you can manipulate your business data — and the Layout Editor — where you can design your app’s interface, speeding up development.
• Pre-Built UI Elements: Glide’s design system features pre-built themes, layouts, and components, providing a cohesive look and feel for your apps.

Start using the Agency Portal template today and give your clients a seamless experience while enhancing your agency's operations.

Who should use the Agency Portal Template

Agency Owner

As an Agency Owner, you can efficiently manage your agency's team, clients, and projects with this custom client portal web app. It provides a secure platform for your clients to access their projects, tasks, and documents.

• Manage your team’s deadlines and deliverables effectively
• Assign tasks and share documents securely with clients
• Get a real-time overview of project progress and team workload

Project Manager

As a project manager, the Agency Portal template helps you stay organized and on top of all your tasks and projects. It provides a comprehensive overview, allowing you to effectively manage and prioritize your workload.

• Centralized task management for easy tracking and progress updates
• Customizable project boards to visualize workflow and dependencies
• Seamless collaboration features for team coordination and communication