Name: Promising all\u002Din\u002Done client portal we’re eager to grow with
Item: Orchestra
Rating: 5
Author: studiocassette

Group

Software

Customer experience

Sub category

Customer onboarding

Product tag

Best for

Freelancers

Marketing agencies

Web design agencies

Integrations

Figma

Google

Intercom

Slack

Stripe

Operating system

Browser-based

Features

GDPR-compliant

White label

CNAME

Allows Existing Accounts

All future Basic (Tier 1), Starter (Tier 2) or Agency (Tier 3-4) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade between 4 license tiers while the deal is available

Ability to downgrade between 4 license tiers within 60 days of purchase

Only for new Orchestra users who do not have existing accounts

Orchestra's Terms & Conditions

Roadmap

FAQs

Help center

Twitter

YouTube

Blog

First Post from Founder

Company and Product FAQs

New Product Updates ✨

<h4 class=""><b>Orchestra is an agency-first platform for managing payments, clients, and tasks using your own white label client portal.</b></h4> 


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<h4 class=""><b>White label your client portal</b></h4> 

<p>Orchestra lets you <b>create a seamless, branded experience for your clients</b> with a fully customizable white-label portal.</p> 

  
 
<ul><li><b>Easily add your domain, logo, and brand colors</b></li><li><b>Collaborate with your clients</b> in one place using a clean, user-friendly interface</li><li><b>Manage payments, subscriptions, and communication</b> from one central hub</li></ul> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="orchestra-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-1.png?optimizer=gif"
                alt="Client Portal"
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<h5 class="" style="text-align: center; "><i>Customize your client portal with your domain, logo, and brand colors.</i></h5><h4 class=""><b>Everything you need, on one dashboard</b></h4> 

<p>You’ll be able to<b> manage all your agency’s client projects, tasks, and communication</b> from the convenience of one dashboard.</p> 

 
 
<ul><li><b>Assign tasks to team members and clients</b> for a streamlined workflow</li><li><b>Share and organize documents</b>, ensuring everyone’s on the same page</li><li><b>Use threaded comments</b> to keep track of discussions and optimize communication</li></ul> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="orchestra-2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-2.png?optimizer=gif"
                alt="Project management dashboard"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-2.png?width=495&optimizer=gif 450w,
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              viewBox="0 0 512 512"
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<h5 class="" style="text-align: center; "><i>Manage tasks, documents, and client communication in a centralized agency dashboard.</i></h5><h4 class=""><b>Accept and manage payments</b></h4> 

<p>And because Orchestra lets you<b> manage one-time, subscription, and milestone-based payments</b>, you don’t have to worry about getting paid on time.</p> 

 
 
<ul><li><b>Accept payments with or without Stripe</b> for maximum flexibility</li><li><b>Get real-time analytics and alerts</b> to stay on top of your agency’s revenue</li><li><b>Automatically onboard clients </b>to their portal as soon as they make a payment</li></ul> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="orchestra-3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-3.png?optimizer=gif"
                alt="Client payments"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-3.png?width=495&optimizer=gif 450w,
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                width="850" height="500"
                loading="lazy"
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              viewBox="0 0 512 512"
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<h5 class="" style="text-align: center; "><i>Accept and track customer payments while automatically onboarding clients.</i></h5><h4 class=""><b>Secure your communication</b></h4>  

<p>Best of all, you can communicate with clients, team members, and contractors—all while <b>keeping sensitive information secure</b>.</p> 

 
 
<ul><li><b>Use private comments, documents, and tasks</b> to control visibility</li><li><b>Centralize communication</b> for easy access and organization</li><li><b>Ensure privacy by default</b> so internal discussions stay confidential</li></ul> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="orchestra-4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-4.png?optimizer=gif"
                alt="Client communication portal"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-4.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-4.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/orchestra-4.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
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            <svg
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              viewBox="0 0 512 512"
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    </p>



<h5 class="" style="text-align: center; "><i>Keep client and team communication organized with private comments, tasks, and documents.</i></h5><p>Orchestra lets you simplify project management, centralize client communication, and keep your agency running in perfect sync—no spreadsheets or scattered tools required.</p> 

<p>Boost your agency’s efficiency.</p> 

<p><b>Get lifetime access to Orchestra today!</b></p>

Create white-label client portals using this all-in-one agency management software

Orchestra

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