Is this sandbox connected to a live production database?

No. All interactions within this interactive demo run 100% in-memory within your browser session using React state. Moving Kanban cards, approving deliverables, or submitting mock client requests will not alter live client accounts, send emails, or write to our WordPress database.

Do I need to create an account or provide a credit card to explore?

Not at all. The CRDPay interactive sandbox is completely open and ungated. You can test drive all 6 agency operational modules without registration, logins, or payment information.

Can I reset the demo if I want to test a workflow from scratch?

Yes. At any time, you can click the "Reset Demo" button in the sandbox header (or refresh your browser tab). This immediately restores all fictional agency telemetry, clients, Kanban boards, and deliverable sign-offs to their default benchmark state.

Does the Client Portal preview accurately reflect what my clients will experience?

Yes. Module 04 demonstrates the exact white-label client portal interface your clients receive. It restricts visibility to their specific deliverables, active milestone timelines, and structured request history, while completely hiding your internal hourly burn, agency team comments, and private margins.

How does this sandbox differ from an active paid CRDPay workspace?

While this sandbox lets you test the complete user experience, an active paid CRDPay workspace adds permanent multi-tenant encrypted database storage, automatic email and webhook notifications, custom CNAME white-label domains, secure payment checkout integrations, document uploads, and granular team member permissions.

Can we migrate our existing agency projects and clients into CRDPay?

Absolutely. Once you activate a paid subscription, you can import clients, projects, and tasks via CSV or our REST API. Our Enterprise tier also includes white-glove assisted data migration from legacy project management platforms.

Ungated Live Agency Sandbox

Interactive Agency Management Software Demo

Test drive the full CRDPay client portal and agency operations engine directly in your browser. Move live Kanban cards, convert client requests into billable deliverables, simulate one-click sign-offs, and inspect our white-label client portal — with zero registration required.

No Registration or Credit Card

100% In-Memory Simulator

Dual Agency + Client Views

01. Agency Telemetry 02. Projects & Milestones 03. Kanban Boards 04. Client Portal 05. Request Intake 06. Proofing & Sign-Offs

Loading CRDPay Interactive Sandbox...

Initializing fictional agency telemetry, Kanban boards, client sign-off queues, and white-label portals.

JavaScript is required to test the interactive sandbox. Please enable JavaScript or schedule a 1-on-1 walkthrough with our sales team.

Engineered for Realistic Agency Evaluation

Every interaction in this demo reflects true CRDPay production workflows without exposing sensitive business data.

In-Memory Sandbox

Drag cards, accept deliverables, and create requests freely. Everything executes inside your local browser memory with zero persistence risk.

One-Click State Reset

Hit "Reset Demo" at any moment to reset all projects, tasks, client requests, and metrics back to their initial benchmark state.

Dual-View Switcher

Toggle between internal agency operations (full telemetry and Kanban) and the client portal to see exactly what clients experience.

Guided Walkthrough Tour

Click "Take Product Tour" inside the demo header for a step-by-step breakdown of how tasks move from client intake to formal sign-off.

Comprehensive SaaS Architecture

Six Pillars That Power Modern Agency Excellence

CRDPay replaces 4 disconnected tools (Trello, Slack intake threads, Loom sign-off emails, and Google Drive chaos) with one unified client portal.

Real-Time Agency Telemetry

Gain full visibility over monthly recurring revenue, client billable hours, project completion velocity, and pending approvals from a single high-density operational dashboard.

Milestone Roadmap Tracking

Group deliverables into transparent milestones with clear completion percentages, target dates, and assigned team leads. Keep clients aligned without weekly status meetings.

Accessible Multi-Stage Kanban

Manage tasks across Backlog, In Progress, In Review, and Complete. Features full keyboard accessibility, estimated hours, and client-tagged badges.

Deliverable Proofing & Sign-Offs

Empower clients to approve design assets, copy decks, and development stages with a single click, or submit timestamped revision notes directly into the task queue.

Structured Client Request Intake

Say goodbye to buried emails. Clients submit scoped requests with priority levels and attachments, which your project managers convert into Kanban tasks with one click.

White-Label Client Isolation

Provide clients with a bespoke portal on your custom domain, styled in your brand colors and logo. Clients never see your internal profit margins or other accounts.

Straightforward Scaling

Ready to Experience These Workflows in Your Live Business?

Choose a plan tailored to your team size. All plans include unlimited free client portal guest accounts, deliverable proofing, and encrypted document storage.

Starter

$12 /mo

Perfect for solo freelancers managing up to 3 active client projects.

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Professional

$29 /mo

For boutique teams of 5 with up to 15 client workspaces.

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Frequently Asked Questions About the Demo

Everything you need to know about our browser simulation, fictional client records, and production security.

Ready to Upgrade Your Agency Client Experience?

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