Orchestra

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

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    One-time payment. Lifetime deal.

    Running an agency without the right tools is basically a recipe for chaos. (“A ‘pinch’ of salt. A ‘dash’ of insecurity. And a ‘heap’ of hoping for the best.”)

    Between handling client requests, managing tasks, and tracking payments, you’re just one mistake away from everything spiraling out of control.

    Good thing there’s a white-label client portal that lets you handle finances, projects, and communication—all in one place.

    Cue Orchestra.

    TL;DR

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    Manage client communication, tasks, and payments in a white-labeled portal
    Collaborate with clients and team members in one place—all while keeping workflows organized and secure

    At-a-glance

    Overview

    Orchestra is an agency-first platform for managing payments, clients, and tasks using your own white label client portal.

    White label your client portal

    Orchestra lets you create a seamless, branded experience for your clients with a fully customizable white-label portal.

    • Easily add your domain, logo, and brand colors
    • Collaborate with your clients in one place using a clean, user-friendly interface
    • Manage payments, subscriptions, and communication from one central hub

    Client Portal

    Customize your client portal with your domain, logo, and brand colors.

    Everything you need, on one dashboard

    You’ll be able to manage all your agency’s client projects, tasks, and communication from the convenience of one dashboard.

    • Assign tasks to team members and clients for a streamlined workflow
    • Share and organize documents, ensuring everyone’s on the same page
    • Use threaded comments to keep track of discussions and optimize communication

    Project management dashboard

    Manage tasks, documents, and client communication in a centralized agency dashboard.

    Accept and manage payments

    And because Orchestra lets you manage one-time, subscription, and milestone-based payments, you don’t have to worry about getting paid on time.

    • Accept payments with or without Stripe for maximum flexibility
    • Get real-time analytics and alerts to stay on top of your agency’s revenue
    • Automatically onboard clients to their portal as soon as they make a payment

    Client payments

    Accept and track customer payments while automatically onboarding clients.

    Secure your communication

    Best of all, you can communicate with clients, team members, and contractors—all while keeping sensitive information secure.

    • Use private comments, documents, and tasks to control visibility
    • Centralize communication for easy access and organization
    • Ensure privacy by default so internal discussions stay confidential

    Client communication portal

    Keep client and team communication organized with private comments, tasks, and documents.

    Orchestra lets you simplify project management, centralize client communication, and keep your agency running in perfect sync—no spreadsheets or scattered tools required.

    Boost your agency’s efficiency.

    Get lifetime access to Orchestra today!

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