Agency Software with Client Portal

The White-Label Client Portal for Agencies

Magic links, approvals, uploads, and branding – without email ping-pong. AI suggests, you decide.

ManageSphere is an all-in-one platform for project-based service providers. CRM, projects, quotes, and invoices in one tool – with a complete client portal that carries your brand.

Magic Links

Clients receive a personalized link – no login, no password. Direct access to quotes, invoices, and projects.

  • No registration for clients
  • Secure, encrypted links
  • Configurable expiration time

Client Actions

Clients can act directly in the portal: approve quotes, give feedback, upload files.

  • Digital quote approval
  • Inline project feedback
  • Automatic team notifications

Uploads & Approvals

Upload documents, images, and assets directly in the portal. Versioning and approval workflows included.

  • Drag & drop upload
  • Automatic thumbnail generation
  • One-click approval

White-Label Branding

Your logo, your colors, your domain. Clients only see your brand.

  • Custom logo & favicon
  • Custom colors & themes
  • Custom domain (e.g., portal.your-agency.com)

Custom Domain

Run the portal under your own domain. SSL certificate included.

  • No ManageSphere branding visible
  • SSL automatic
  • CNAME setup in minutes

Audit Trail

Every action in the portal is logged. Who approved or uploaded what and when?

  • Complete documentation
  • Export for compliance
  • GDPR-compliant storage

AI Autopilot with Approval Workflow

ManageSphere uses AI to automate routine tasks – but AI only suggests, you decide.

Generate quote textCreate email draftsCategorize expensesSummarize project progress

All AI actions require your explicit approval. RBAC-controlled, with audit log.

German Compliance Standards

GDPR(Full compliance)
DPA(Data Processing Agreement available)
Hosting DE(Servers in Frankfurt)
DATEV Export(Seamless accounting)
XRechnung(E-invoice from 2025)
ZUGFeRD(B2B standard)

FAQ

Is ManageSphere an agency software?

Yes. ManageSphere is an all-in-one agency software for CRM, project management, time tracking, invoicing, and client portal. Specially designed for agencies, IT service providers, and project-based SMEs in Germany.

Does ManageSphere have a client portal?

Yes. ManageSphere offers a complete white-label client portal with magic links (no login for clients), approval workflows, uploads, custom domain, and full branding under your own domain.

Does ManageSphere support DATEV export?

Yes. ManageSphere provides a native DATEV interface for seamless export of invoices and financial data to your accounting or tax advisor.

Does ManageSphere support XRechnung and ZUGFeRD?

Yes. ManageSphere is e-invoice ready with support for XRechnung (B2G) and ZUGFeRD (B2B). Compliant for 2025 requirements.

Where is ManageSphere data hosted?

All data is hosted exclusively in ISO 27001 certified data centers in Frankfurt, Germany. No data transfer outside the EU.

Are there AI features that automate tasks?

Yes. The ManageSphere AI Autopilot offers 8 automation features (e.g., quote text, emails, expenses). All AI actions require explicit user approval – AI suggests, you decide.

Ready for a real client portal?

Try ManageSphere free for 14 days. No credit card required.

Start free