Manage Clients, Projects & Teams in One Powerful Workspace.
CRDPay brings client collaboration, project management, team tasks, requests and approvals together in one organized workspace.
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Welcome to CRDPay Workspace. Here's what's happening across your agency today.
Previewing authentic CRDPay SaaS application interfaces with demonstration workspace records. No real customer data is displayed.
Everything Your Agency Needs. Nothing It Doesn't.
Stop paying for five separate tools. CRDPay consolidates your client portals, project milestones, task queues, and approvals into a single, cohesive operating system.
White-Label Client Portal & Interactive Proofing
Give every client an isolated, customized portal under your agency brand. Clients review visual deliverables, drop pin comments on exact coordinates, and sign off on revisions with zero training required.
"Can we adjust the CTA button color to match our secondary brand teal? Love the layout otherwise!"
Milestone-Driven Project Management
Keep projects strictly anchored to agreed stages and deliverable dates. Prevent scope creep by requiring milestone sign-offs before unlocking the next sprint.
Structured Client Requests & Intake
Stop untangling messy Slack messages and lost emails. Clients submit briefs with required asset attachments, deadline expectations, and budget approval directly in the portal.
Stopwatch Time Tracking
Track live project hours with in-browser timers. Reconcile timesheets for accurate client billing and team capacity auditing.
Auditable Deliverable Approvals
One-click client sign-offs with recorded legal timestamps. Store version history and eliminate "I never approved that" disputes.
One Platform. Built Around the Way Your Agency Works.
Toggle across three dedicated viewpoints to see how CRDPay unifies agency leadership, clients, and creative contributors without clutter.
Total Command Over All Client Engagements
Monitor agency capacity, active milestone stages, and billable team hours without juggling spreadsheets or endless Slack pings.
- ✓ Real-time milestone health indicators for every active project
- ✓ Modular 8-widget dashboard customized to your agency's KPIs
- ✓ Automated timesheet audits and billable revenue summaries
From First Request to Final Approval.
Eliminate client friction and disorganized email chains with an intuitive four-step workflow built for modern creative services.
Create Your Workspace
Establish your agency workspace, configure brand colors, upload your logo, and invite your core team members.
Add Clients & Projects
Create private client portals with zero guest fees. Structure work into clear project milestones and agreed scopes.
Collaborate With Your Team
Organize sprint tasks on visual Kanban boards. Designers and developers track billable hours with live stopwatch timers.
Deliver & Get Approval
Clients review creative deliverables, drop exact (x,y) revision pins, and sign off with legally auditable timestamps.
Keep Every Project Moving Forward.
Give clients complete delivery confidence while protecting your team from uncontrolled scope creep. Break complex engagements into transparent milestone stages, assign owners, and track velocity effortlessly.
"This typography balance is perfect. Approved for development handover."
Give Every Client a Better Experience.
Make client onboarding effortless. Provide your clients with a polished, private portal where deliverables, change requests, and approval records live in complete clarity.
Engineered for Modern Service Teams
Whether you are an independent consultant or scaling a 30-person agency, CRDPay adapts seamlessly to the specific way you deliver client work.
Web Design & WordPress Agencies
Streamline multi-page client website builds from Figma handoff to staging reviews. Keep feedback anchored to precise milestones instead of buried in Slack threads.
Creative & Branding Studios
Deliver brand identity systems, high-res vector packs, and guidelines with zero version confusion. Give clients a high-touch presentation workspace.
Digital Marketing & Growth Agencies
Keep monthly retainers running smoothly. Route paid ad variations, social copy decks, and performance packages through structured approval checkpoints.
Solo Freelancers & Consultants
Eliminate scattered email chains, lost attachments, and messy billing disputes. Give high-paying clients an organized portal that justifies premium rates.
The Frictionless Path From Initial Brief to Final Sign-Off
Eliminate bottlenecks, revision loops, and messy communication. See how agency deliverables flow smoothly through every stage.
Structured Client Brief
Clients submit structured creative tickets through their custom branded portal, uploading assets, Figma links, and target deadlines.
Sprint & PM Allocation
Agency PM validates scope, assigns team specialists, allocates hourly estimates, and queues tasks into the agency Kanban pipeline.
Production & Proofing
Team logs time directly to tasks. Designers upload deliverable iterations with visual pin proofing for precise contextual feedback.
Sign-Off & Audit Trail
Client reviews deliverable in portal and clicks Approve. A permanent sign-off audit log is stored with timestamp, user ID, and locked state.
Turn CRDPay into Your Agency's Own Proprietary Client Portal
Deliver an elite client experience that reflects your premium standards. On Agency and White-Label tiers, CRDPay's branding fades completely into the background, letting your agency shine.
Host your client portal at portal.youragency.com with zero-config automated SSL provisioning.
Apply your exact brand colors, agency logos, and typography tokens across all client screens.
Deliver project alerts and milestone notifications from your own email domain (e.g. alerts@youragency.com).
You have 1 new deliverable waiting for your approval in Milestone 3.
Transparent Plans Built Around Your Business
Choose a plan for your freelance business or digital agency, or talk with us about a tailored Enterprise solution. All paid subscriptions include our voluntary 7-Day Money-Back Guarantee.
Starter
Solo FreelancersPerfect for independent designers, web developers, and solo consultants.
- 1 Team Seat (Solo Owner)
- 3 Active Client Projects
- Up to 5 Client Portals
- 5 GB Encrypted File Storage
- Visual Kanban Task Boards
- Task Stopwatch & Time Logging
- Standard Email Support (48h)
7-Day Money-Back Guarantee • Cancel Anytime
Professional
Growing StudiosDesigned for small boutique studios collaborating across multiple client accounts.
- 3 Team Seats Included
- 20 Active Client Projects
- Up to 30 Client Portals
- 25 GB Encrypted File Storage
- Deliverable Proofing & Pin Feedback
- Timesheet Reporting & CSV Exports
- Client Request Intake Tickets
- Priority Email Support (24h)
7-Day Money-Back Guarantee • Cancel Anytime
Agency
The complete operating system for established digital, web, and creative agencies.
- 15 Team Seats Included
- 100 Active Client Projects
- Up to 150 Client Portals
- 100 GB Encrypted File Storage
- Agency Custom Logos & Theme Colors
- Structured Client Request Intake Forms
- Team Capacity & Workload Management
- Granular Role-Based Permissions (RBAC)
- Fast-Track Priority Support (4h)
7-Day Money-Back Guarantee • Cancel Anytime
Enterprise
Custom ArchitectureFor scaled agencies, growing service businesses, and custom operational needs.
- Negotiated Team Member Limits (100+ seats)
- High-Volume Client & Project Quotas
- Custom Dedicated Storage Allocation (1 TB+)
- White-Label Portal & Custom CNAME Domain
- Advanced Permissions & Custom Roles
- Dedicated Onboarding & Account Manager
- Custom Reporting & Telemetry Exports
- Agreed SLA & Priority Support Escalation
Request a Custom Quote • No automatic charge
Our voluntary 7-Day Money-Back Guarantee applies to your first eligible paid Starter, Professional, or Agency subscription purchase. Mandatory statutory consumer withdrawal rights under applicable law are fully preserved and take precedence where greater.
Review our transparent Refund & Cancellation Policy and Terms of Service. Need custom terms? Contact Enterprise Sales.
Frequently Asked Questions About CRDPay
Everything you need to know about our product capabilities, client collaboration workflows, and launch roadmap.
Ready to Transform How Your Agency Collaborates With Clients?
Test drive our fully functional interactive product sandbox right now. Experience how effortless agency project management, deliverable proofing, and client sign-offs can be.