ExpansionGrow revenue from existing accounts

Client Portal

Your workspace, branded for clients

The client portal mirrors the tabbed workspace your team uses — dashboard, analytics, strategy, branding — packaged in a white-labeled shell with your logo, accent, and published assets.

Northwind Labs

Client portal
DashboardAnalyticsStrategyBranding
Ad analytics
$48.3K
Experiments
3 active

The problem

Clients still get PDF decks and shared Drive folders. Premium fees need a premium experience — not another login to a generic reporting tool.

How Base helps

Base publishes a branded portal per client. You control tabs, branding, and what performance data clients see — same underlying workspace, client-safe view.

How it works

Step 1

Configure branding

Set agency and client logos, accent color, and brand kit assets.

Step 2

Choose visible tabs

Expose dashboard, analytics, experiments, strategy — what fits the relationship.

Step 3

Invite clients

Clients sign in to a experience that reads as yours, not a third-party bolt-on.

FAQ

What can clients see vs agency-only views?+

You control portal exposure. Internal health scores, upsell pipelines, and raw Throughline conflict views stay agency-side unless you publish client-safe summaries.

Keep exploring our features

Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.

Retention · Keep clients before renewals slip

Expansion · Grow revenue from existing accounts

Growth · Performance and strategy that compounds

Revenue · Portfolio-wide intelligence