Client Project Hub
Agency
Manage multiple client projects with dedicated workspaces, timelines, and deliverables. Built for agencies, consultancies, and anyone juggling multiple client relationships.
Agencies have a unique challenge: managing multiple clients, each with their own projects, timelines, and expectations. Agency is built specifically for this reality.
Each client gets a dedicated workspace with their projects, files, and communication history. Switch between clients instantly without losing context.
Project timelines show deliverables, milestones, and deadlines. Resource allocation helps you see who's working on what across all clients.
Features
- Client workspace management
- Project timelines and milestones
- Deliverables tracking
- Resource allocation view
- Client-specific branding
- Project templates
- Time tracking per client
- Budget tracking
- Client portal (view-only)
- Reporting and dashboards
- Document organization by client
- Communication history
Benefits
- Keep every client organized
- Never miss a deliverable deadline
- Understand resource utilization
- Scale without chaos
Use cases
- Digital agencies managing multiple clients
- Consulting firms tracking engagements
- Creative studios with project work
- Development shops with retainer clients
- Any service business with multiple accounts
Technical details
- Multi-tenant architecture
- Role-based permissions per client
- Branded client portals
- API for time tracking integration
- Custom report builder
Integrates with
Agency is wired into the rest of the gato platform — your data and context move with the work.
CRM Kanban Invoice Calendar
Frequently asked
- Can clients see their own projects?
- Yes, create client portal accounts with customizable view permissions.
- How does billing integrate?
- Track time and expenses per client. Generate invoices directly from tracked time.
- Can I use templates for new clients?
- Yes, create project templates with standard deliverables and timelines.