Agency software with a white-label client portal
Magic links, approvals, uploads and branding, without email ping-pong. The 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.
What the client portal does
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 the AI only suggests, you decide.
All AI actions require your explicit approval. RBAC-controlled, with audit log.
German Compliance Standards
One tool instead of two
Most agencies run their portal separately from their project software. That costs twice: once for the licence, once for the upkeep.
No second set of data to maintain
Project status, invoices and files show up in the portal because they already live in the project. Nothing is synced, nothing drifts apart.
No second contract, no second DPA
One vendor, one data processing agreement, one hosting location. Separate tools mean two of each.
Approvals land in the project
When a client approves a design, the project status changes. With a separate portal somebody types that over by hand.
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). Ready for the e-invoicing roadmap: receiving mandatory since 2025, sending from 2027/2028.
Where is ManageSphere data hosted?
All data is hosted exclusively in ISO 27001 certified data centers (Hetzner, Germany). No data transfer outside the EU.
Are there AI features that automate tasks?
Yes. The AI co-pilot Manny offers AI functions (e.g. status reports, quote texts, expenses). All AI actions require explicit user approval: AI suggests, you decide.
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