What is CRDPay for Agencies, and how does it scale our operations?

CRDPay is a unified client collaboration and operations operating system designed for web design agencies, creative studios, and digital marketing firms. It unifies multi-client portals, milestone project management, team capacity planning, deliverable proofing, and timesheets into one centralized platform, replacing disconnected toolchains.

How does CRDPay keep different client accounts strictly isolated?

CRDPay enforces strict multi-tenant database isolation. Each client only sees their own dedicated portal, active milestones, and assigned deliverables. Client A can never see Client B's existence, projects, or files. Furthermore, your internal agency notes, raw employee costs, and unpublished draft tasks are completely hidden from clients.

Can we host client portals on our custom agency domain (CNAME)?

Yes. On Agency and White-Label plans, you can host your portal on a custom subdomain such as portal.youragency.com. CRDPay automatically provisions and manages dedicated SSL certificates and supports custom logos, accent colors, and custom SMTP email notifications.

How does team capacity planning prevent delivery bottlenecks?

Agency managers can view committed hours and active task loads across every specialist on the team. You can easily spot if a senior developer or art director is overcommitted across multiple client accounts and rebalance sprint tasks before deadlines slip.

What is included in the Agency Plan ($79/mo)?

The Agency plan includes 15 internal team member seats, unlimited active client projects, unlimited client portals, custom agency logos and theme colors, structured intake forms, team capacity planning, granular role permissions, and full audit logs.

Can our agency test drive the full multi-client workspace before subscribing?

Yes! Visit our Interactive Product Demo page (/demo/) or use the 4-tab interactive dashboard simulator below to explore how multi-client projects, team workloads, and approvals operate.

Agency Operations Platform

Bring Every Client, Project and Team Into One Connected Workspace

Give your agency a clearer way to manage projects, coordinate team workloads, organize incoming client requests, and deliver work through an elite, white-labeled client experience.

Explore Agency Workspace Demo Compare Agency Plans

Multi-Client Isolated client portals

Team Capacity Cross-project planning

White-Label Custom CNAME & SSL

Veloce Creative Agency

14 Active Client Portals • 12 Team Seats

All Systems Normal

Apex Capital • Mobile Redesign Phase 3 Review • 1 Deliverable Awaiting Approval

Sign-Off Pending

Veloce Retail • Headless Storefront Phase 2 Development • 4 Sprints Active

On Track (78%)

HyperScale AI • Brand Identity Phase 1 Completed • Sign-off Archived

✓ Approved

Team Capacity This Sprint: 142 of 160 Available Hours Allocated

88% Allocated

The Multi-Client Challenge

The Tangled Multi-App Stack Erodes Agency Velocity

Most growing agencies rely on a patchwork of disconnected software: internal tasks in Asana, file sharing in Google Drive, feedback buried in Slack and email, and time tracked in separate apps. When project managers spend half their day manually synchronizing statuses between tools, delivery slips and client trust erodes.

× Clients accidentally accessing internal team discussions and raw hourly rates

× Approval bottlenecks caused by unindexed feedback across multiple inboxes

× No central visibility into team workload capacity across concurrent accounts

The CRDPay Unified OS

One Unified System for Clients, Projects & Teams

CRDPay replaces fragmentation with a purpose-built agency operations platform. Project managers coordinate team workloads, creative specialists track time on Kanban tasks, and clients enjoy a branded portal with one-click approvals.

✓ Strict multi-tenant permission boundary protects internal agency notes

✓ Cross-client capacity planning prevents team burnout and missed deadlines

✓ White-label CNAME portals establish an elite enterprise brand appearance

Agency Architecture

Engineered for Scaled Client Operations

Deliver projects on schedule, protect margins, and present an elite enterprise client experience.

Multi-Client Governance

Isolated Portals with Strict Permission Boundaries

Manage 20+ active accounts from a single agency dashboard. Clients only see their own deliverables and milestones, while your internal team shares private task notes and capacity metrics safely.

Permission Wall: Client View ≠ Agency View ✓ Multi-Tenant Isolated

Capacity Planning

Workload Forecasting

View team member allocations across all concurrent client accounts. Prevent burnout and allocate new sprint tickets with confidence.

• Real-time specialist utilization

White-Labeling

Custom Domain CNAME

Host portals on portal.youragency.com with zero CRDPay logos. Match your agency colors, logos, and custom SMTP email notifications.

• Automated SSL provisioning

Intake Control

Structured Request Triage to Kanban Tasks

Clients submit revision briefs and new campaign requests through standardized portal forms. Project managers triage requests and convert them directly to Kanban sprint cards with one click.

Client Request Submitted → Sprint Task Created

End-to-End Pipeline

How Scaled Agencies Operate on CRDPay

From initial client onboarding to final deliverable sign-off, see how work moves through your agency.

STEP 01

Onboard Client

Dispatch branded magic link to client contacts.

STEP 02

Scope Milestones

Define phase gates, budgets, and deliverable targets.

STEP 03

Assign Team

Allocate specialist capacity and queue Kanban tasks.

STEP 04

Execute & Log

Team logs billable hours via task stopwatches.

STEP 05

Proof Deliverable

Client places pin annotations on staging links/files.

STEP 06

Audit & Archive

Client approves with one click; permanent sign-off logged.

Interactive Agency Showcase

Explore the Agency Command Center

Switch between the 4 core operational views below to see how CRDPay coordinates client deliverables.

Active Multi-Client Contract Pipeline 14 Active Client Workspaces

Apex Capital • Mobile App Redesign & Headless API Budget: $42,000 • 82h logged of 100h estimate • Milestone 3 of 4

Phase 3 Review

Veloce Retail • Brand Identity & E-Commerce Theme Budget: $28,500 • 45h logged of 60h estimate • Milestone 2 of 3

On Track (75%)

Multi-Tenant Architecture

Ironclad Multi-Client Privacy & Permission Boundaries

Managing multiple enterprise accounts requires complete data isolation. CRDPay enforces cryptographic workspace scoping at the database level: clients only see what you publish, and internal team discussions remain private.

Client Isolation Guarantee:

No client user can view other client companies, project budgets, team hourly costs, or internal-only Kanban lanes.

Permission Boundary Comparison:

Client Portal Users Can Access:

Assigned milestone schedules, published deliverables, visual pin proofing, intake request forms, and sign-off records.

Agency Internal Team Only:

Internal Kanban sprint backlog, team hourly stopwatches, project budget variance, unassigned triage tickets, and employee capacity metrics.

Enterprise Presentation

Your Agency Brand • Never Ours

On Agency and White-Label plans, CRDPay\'s branding completely fades into the background. Your clients interact with your agency logo, custom colors, and custom CNAME domain (e.g. portal.youragency.com).

Learn about White-Label capabilities

portal.youragency.com ✓ SSL Active

Veloce Creative Group Client Hub

Welcome back, Sarah. You have 1 deliverable awaiting your sign-off.

Zero CRDPay logos displayed • Custom SMTP sender configured

Scalable Agency Tiers

Transparent Plans That Grow With Your Agency Roster

Flat monthly subscriptions. Never pay per-client fees or surprise usage surcharges.

Agency Plan

15 Seats

The operating system for growing web, creative, and digital agencies.

$79 / month ($790 billed yearly)

✓ 15 Team seats included

✓ Unlimited active projects

✓ Unlimited client portals (zero seat fees)

✓ Agency logos, custom colors & branding

✓ Team capacity management & planning

Choose Agency Plan →

White Label

40 Seats

For scaled firms and networks demanding total brand ownership.

$199 / month ($1,990 billed yearly)

✓ 40 Team seats included

✓ Custom CNAME domain (portal.youragency.com)

✓ 100% White-Label • Zero CRDPay badging

✓ Custom SMTP transactional email sender

✓ Dedicated account manager & SLA

Choose White Label Plan →

Knowledge & FAQs

Frequently Asked Questions for Creative & Digital Agencies

Everything you need to know about multi-client isolation, team scaling, and white-labeling.

Have a specific workflow question? Contact our support team →

Zero Per-Client Fees • Instant Interactive Demo

Build a More Organized Agency. Deliver a Better Client Experience.

Scale your agency without administrative bottlenecks. Test drive the interactive agency workspace demo today.

Launch Agency Workspace Demo Compare Agency Pricing

✓ Zero setup fees ✓ Multi-tenant database isolation ✓ Secure authorized billing checkout