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
At-a-glance
Features
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
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
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
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
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!
Plans & features
Deal terms & conditions
- Lifetime access to Orchestra
- All future Basic (Tier 1), Starter (Tier 2) or Agency (Tier 3-4) Plan updates
- If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates
- No codes, no stacking—just choose the plan that’s right for you
- You must activate your license within 60 days of purchase
- Ability to upgrade between 4 license tiers while the deal is available
- Ability to downgrade between 4 license tiers within 60 days of purchase
- Only for new Orchestra users who do not have existing accounts
60 day money-back guarantee. Try it out for 2 months to make sure it’s right for you!
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