Everything Your Agency Needs. One Connected Workspace.
Manage client relationships, organize projects, coordinate tasks, collect requests, track time and approve deliverables—all through one professional workspace.
Provide high-paying clients with a bespoke digital headquarters to track active milestones, review project deliverables, submit scoped briefs, and grant formal sign-offs.
From Client Request to Final Approval—All Connected.
See how an incoming client brief seamlessly moves across the 5 stages of client delivery without tool switching.
Stage 01: Intake
Structured Client Request Submission
Clients submit structured briefs directly through their branded client portal. No scattered emails, missing attachments, or unclear scopes.
How Data Transitions:
The client request immediately populates the agency Project Manager queue, retaining attached Figma links and deadline constraints.
> New Brief Logged: "Q4 Redesign Scope"
• Submitted by: Sarah Jenkins (Acme Global)
• Priority: Urgent • Due: Nov 15
• Status: Ready for PM Milestone Allocation
Stage 02: Planning
Milestone Allocation & Budget Scoping
The agency project manager turns the approved brief into an active milestone phase with estimated hours and assigned team specialists.
How Data Transitions:
Milestone dates reflect in the client portal timeline while subtasks generate cards on the internal team Kanban board.
> Milestone Created: Phase 2 UI Engineering
• Allocated Budget: 40 Billable Hours
• Assigned Specialists: 2 Engineers, 1 Designer
• Health: On Schedule
Stage 03: Execution
Visual Task Flow & Stopwatch Timers
Specialists move task cards across Kanban columns and track exact billable minutes using live task stopwatches.
How Data Transitions:
Completed tasks automatically aggregate billable timesheet records and flag finished deliverables for client proofing.
> Task In Progress: CSS Integration
• Timer Active: 02:14:52 ($125/hr billable)
• Assignee: Alex Rivera
• Moved: Backlog -> In Progress
Stage 04: Proofing
Interactive Pin Feedback & Revisions
Deliverables appear inside the client portal. Clients click directly on design mockups to drop pinpoint revision notes.
How Data Transitions:
Revision requests instantly notify the assigned specialist without lost emails or misplaced chat screenshots.
> Proofing Session: Vector Mockup v2
• Pin #1: "Adjust button contrast on mobile"
• Client Status: Changes Requested
• Revisions Queued to Sprint
Stage 05: Sign-Off
One-Click Client Sign-Off & Audit Trail
The client grants official approval with a single click. The milestone completes with an immutable cryptographic audit timestamp.
How Data Transitions:
Milestone completes, invoices become exportable, and final assets archive to the client shared file vault.
> Deliverable SIGNED-OFF & APPROVED ✓
• Signee: Sarah Jenkins (VP Marketing)
• Audit Hash: #CRD-8942-SIGNOFF
• Milestone 2 Marked 100% Complete
Unified Data • Role-Based Perspectives
One Platform. Three Connected Workspaces.
Tailored interfaces designed specifically for agency management, client collaboration, and internal team execution.
Agency Leadership Perspective
Multi-Client Financial & Capacity Control
Monitor agency-wide health: active retainers, upcoming milestone gates, team capacity utilization, and pending deliverable sign-offs across all client accounts.
Active Monthly Retainers
$34,800
+12.4% vs last month
Active Client Workspaces
14 Clients
32 Concurrent Projects
Average Sign-Off Velocity
1.8 Days
Fastest in agency history
External Client Perspective
White-Label Client Collaboration Headquarters
Your clients see only their deliverables, milestones, and request intake briefs. Internal hourly costs, developer chatter, and profit margins are completely hidden.
Welcome back, Sarah (Acme Global)
portal.youragency.com
Pending Deliverable Approval
Q4 Vector Suite • Submitted 2h ago
Approve Sign-OffRequest Revisions
Submit New Request Brief
Direct pipeline to your dedicated agency PM
Open Intake Form →
Internal Specialist Perspective
Distraction-Free Sprint Execution
Designers and developers see their assigned tasks, sprint priority flags, subtask checklists, and live task stopwatch timers with zero administrative clutter.
Alex Rivera • Senior UI Engineer
Stopwatch: 01:45:12
Current Task
CSS Tokens Integration
Acme Global • Due Today
Up Next
Checkout Modal QA
Starlight FinTech • 3h est
Review Queue
Staging URL Verification
Apex Labs • Ready
Delivery Synchronization
Keep Projects, Tasks and People Moving Together.
Agencies lose money when client feedback gets buried in email chains and sprint tasks stall. CRDPay creates direct alignment between high-level milestones and everyday tasks.
"Approved the typography updates. Could we confirm the SVG icon export?"
Alex Rivera (Lead Engineer)10:18 AM
"Uploaded all SVG vectors to the file vault. Ready for final review!"
Client Harmony
Give Clients Clarity Without Endless Email Threads.
Clients love knowing exactly where their project stands. With CRDPay, every discussion, shared deliverable, and change request is organized in one central thread.
✓Direct context-bound discussion on deliverables
✓Automatic email notifications for client responses
✓Permanent searchable audit trail for past decisions
Make Feedback Clear and Every Revision Easier to Track.
Eliminate vague markup emails and endless Loom video links. Clients pinpoint exact revisions right on the asset, and formal sign-offs are cryptographically logged.
✓Point-and-click pin annotations on mockups
✓Side-by-side version comparison with revision history
✓Immutable audit timestamps with signee email verification
CRDPay is a unified agency management software platform that integrates client portals, phased milestone project management, visual task Kanban boards, structured request intake briefs, deliverable proofing with one-click sign-offs, live task time tracking, and 100% white-label agency branding into a single collaborative workspace.
Yes. External clients never pay for seat licenses in CRDPay. Every plan includes unlimited free client guest accounts. Clients receive their own secure portal login to review project timelines, approve deliverables, submit requests, and access shared files without adding to your subscription cost.
Absolutely. The Agency Dashboard provides high-level telemetry across all active client retainers, project deadlines, team workload allocations, and pending deliverable sign-offs. You can switch between client accounts in one click while strictly isolating client access permissions.
Specialists collaborate through visual Kanban lanes, priority flags, subtask checklists, and client-tagged cards. Team members can log billable hours with live task stopwatches, communicate through private internal comments, and hand off finished assets directly into client review queues.
Yes. Clients submit requests through branded intake forms with custom required fields, file attachments, and priority ratings. Agency project managers can review incoming requests and convert them directly into billable Kanban tasks or milestones with a single click.
When agency specialists complete a deliverable (such as design files, copy decks, or staging URLs), it is published to the client portal. Clients can review the asset, place point-and-click pin annotations, request specific revisions, or grant formal sign-off with an immutable timestamped audit trail.
Yes. On Agency and Enterprise tiers, you can host the client portal on your custom CNAME domain (e.g., portal.youragency.com) with automated SSL provisioning. You can also customize logos, theme colors, and configure custom SMTP settings for transactional notifications with zero CRDPay badging.
For high-volume agencies, holding groups, and firms requiring custom seat quotas, dedicated SSL, high-concurrency REST API access, and tailored Service Level Agreements (SLAs), we provide tailored Enterprise quotations. You can submit an inquiry through our Contact Sales form to receive a custom proposal.
