CRM & Client Portal

Run your agency.
Not your inbox.

DooDock replaces the stack of tools your agency is duct-taped together with. Projects, clients, invoices, social media, and a branded client portal — in one place.

No credit card · Free 14 days · Cancel anytime

6→1
Tools replaced
9+
Currencies supported
5
Platforms connected
3
Languages — portal & docs
What most agencies deal with

Too many tools. Zero overview.

What DooDock does instead

One platform. Full clarity.

From first contact to final invoice.

One connected workflow. No app-switching. No copy-pasting between tools.

01

A new client comes in.

Every relationship starts with a contact record. Company info, billing, contact persons, lifecycle status — and a unified profile that shows everything at a glance.

  • Full client profile: projects, invoices, files, feedback, communication — one view
  • Lifecycle tracking from Cold Lead to Client with color-coded status badges
  • Multiple contact persons per company with roles and direct details
  • Assign a relationship owner so nothing falls through the cracks
02

You create a project.

Kick off the engagement with phases, task checklists, timelines, and progress tracking. Apply a workflow template or build it from scratch.

  • Card and timeline views — see all active projects at a glance
  • Phase-based structure with start/end dates and visual progress bars
  • Workflow templates: predefined task structures for repeatable processes
  • Categories, owners, estimated values, and task completion tracking
03

You deliver & share.

Upload deliverables, brand assets, and documents — organized by client. Share to the portal with one click so clients always have what they need.

  • Files organized by contact — Documents, Brand Kit, Deliverables, Feedback
  • Bulk upload and tag files for easy filtering and retrieval
  • One-click portal sharing — clients see files instantly in their portal
  • Preview files in-browser before sharing — no download needed
04

Client reviews & gives feedback.

Clients leave feedback directly on shared assets through the portal. Numbered markers on images, threaded comments, and resolution tracking — no more email chains.

  • Visual feedback: clients click on images to place numbered markers
  • Threaded comments on every asset — visible to both team and client
  • Open/resolved status tracking so nothing gets missed
  • Works from the client portal — no CRM access needed
05

Client approves & pays.

Send professional branded quotes with line items, tax config, and multi-currency support. Clients accept through a legally binding flow — timestamped, IP-logged, confirmed via email.

  • Branded PDF quotes and invoices with line items, SKU library, and tax rates
  • 9 currencies: EUR, USD, GBP, CHF, SEK, NOK, DKK, PLN, CZK
  • Legal acceptance: timestamp, IP, user agent — full audit trail
  • Auto-translated to English, German, or Spanish based on client language
Client Portal

Your clients stop asking. They just log in.

Every client gets their own branded portal. They approve posts, accept quotes, download deliverables, and leave feedback — without ever touching your CRM.

See the portal →
View and approve social media content
Accept quotes with a legally binding flow
Download deliverables and brand assets
Leave feedback on shared files
Track project progress live
View analytics reports you share with them
portal.youragency.com
D8
Client Portal
Home
Deliverables
Brand Kit
Documents
Bookings
Social Media
Analytics
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CG
Carlos G.
Social MediaApril 2026 · 9 posts
CalendarList view
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LinkedIn — "5 Tips for..."
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GREENLEAF STUDIO
How to Scale Your
Agency Operations
42%
Growth rate
31
Hrs saved
How to Scale Your Agency Operations in 2026
LinkedInNeeds changes

Scaling an agency isn't about working harder — it's about systems that grow with you...

Comments
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Approve posts directly

Clients see their scheduled content in a calendar, preview each post, and approve or request changes — no email threads required.

portal.youragency.com
D8
Client Portal
Home
Deliverables
Brand Kit
Documents
Bookings
Social Media
Analytics
Feedback
Support
Terms
Settings
CG
Carlos G.
Analytics
DashboardLinkedInFacebookInstagramGoogle AdsGA4Report
7 Days30 DaysData from 3.4.2026 to 7.4.2026
Social MediaGoogle AdsGoogle Analytics
TOTAL FOLLOWERS
22,567
GROWTH (30D)
-3
TOTAL ENGAGEMENT
3,083
Follower Split
LinkedIn: 9,561Insta: 4,051Facebook: 8,955
LinkedIn
Followers9,561
Impressions-699
Clicks-74
Reactions-8
Engagement38.1%
Page Views-28
Facebook
Likes8,955
Followers8,955
Impressions79
Engaged13
Transparent reporting

Share live dashboards from Google Ads, GA4, LinkedIn, and Meta. Clients see results without asking you for updates.

portal.youragency.com
D8
Client Portal
Home
Deliverables
Brand Kit
Documents
Bookings
Social Media
Analytics
Feedback
Support
Terms
Settings
CG
Carlos G.
Brand Kit
Logos & Assets
LOGO
Logo Primary↓ Download
LOGO
Logo White↓ Download
Icon Mark↓ Download
Brand Colors
HEXRGBHSL
#8456FA132, 86, 250257°, 94%, 66%
#4D00B977, 0, 185265°, 100%, 36%
#D8902B216, 144, 4335°, 69%, 51%
#69BBBB105, 187, 187180°, 38%, 57%
#EFBF3B239, 191, 5944°, 85%, 58%
Brand assets on demand

Logos, colors, and guidelines in one place. Clients download what they need without digging through folders or Slack messages.

portal.youragency.com
D8
Client Portal
Home
Deliverables
Brand Kit
Documents
Bookings
Social Media
Analytics
Feedback
Support
Terms
Settings
CG
Carlos G.
D8
DooDock · Client Portal
You've received a new quote!

Hi Sophie,

DooDigital Agency has sent you a new quote for Growth-Package$1,500.00. Review and accept it directly in your client portal.

This link will take you to your client portal.

Quote Q-2026-004
LOGO
Quote
Q-2026-004
BILLING TO:
Greenleaf Studio
Sophie Andersen
DooDigital Agency
ITEMQTYTOTAL
Growth-Package
1$1,500.00
Total $1,500.00
I accept the terms and conditions
Status
Pending
Total
$1,500
Date
4.2.2026
Accept and pay

Branded quotes with line items and multi-currency support. Clients accept with a legally binding flow — timestamped and logged.

Plugs into what you already use.

Gmail
Google Calendar
Google Ads
Google Analytics
Instagram
Facebook
LinkedIn
TikTok
X / Twitter
Pricing

One flat price.
No per-user surprises.

Flat-rate pricing means your costs stay predictable as your team grows. All plans include unlimited clients and the full client portal.

MonthlyAnnual

Starter

For solo operators and small studios just getting started.

$49/mo
Up to 3 team members · Unlimited clients
CRM with full client profiles and lifecycle management
Projects, phases, task checklists, and workflow templates
Kanban task board with custom columns and reminders
Quotes and invoices in 9 currencies
File manager with Documents, Brand Kit, and Deliverables
Threaded feedback and asset review system
Full branded client portal per client
Legally binding quote and document acceptance
Gmail and Google Calendar integration
Brief and intake form management
Notification hub for tasks, comments, and due dates

Agency

Most popular

For growing agencies managing active client retainers.

$99/mo
Up to 8 team members · Unlimited clients

Everything in Starter, plus:

Social media calendar — Instagram, Facebook, LinkedIn, TikTok, X
In-portal social media approval flow
Analytics from LinkedIn, Instagram, Facebook, Google Ads, GA4
Client-facing analytics dashboard per client
Branded PDF analytics reports with custom date ranges
Multi-language documents and emails (EN / DE / ES)
Social listening — mentions, competitors, sentiment, hashtags
Document creator with branded PDF export
Custom client portal domain

Studio

For established agencies with large teams and advanced needs.

$159/mo
Unlimited team members · Unlimited clients

Everything in Agency, plus:

Keyword research tool — Google Ads Keyword Planner
Advanced social listening with insight reports
Full white-label portal — DooDock branding removed
Custom SMTP and email domain for portal emails
Advanced user roles and permissions
Priority support
Custom onboarding session

All plans include

Unlimited client portal accounts
Legal acceptance flow — timestamp, IP, user agent
Confirmation emails in the client's language
Auto-translated invoice and quote PDFs
Project brief and intake management
14-day free trial — no credit card, no commitment
Cancel or switch plans anytime

Frequently asked about pricing.

Straight answers,
no surprises.

Is pricing really per workspace, not per user?

Yes. One flat monthly fee regardless of team size (up to the plan limit). No per-seat charges, no surprise invoices when you hire. Studio is fully unlimited.

What's included in the free trial?
Can I change plans later?
How does annual billing work?
Do you offer custom plans?

All prices in USD. Local currency options available. VAT may apply depending on your location.

Comparison

How DooDock compares.

Every tool below handles CRM, projects, and invoicing. That’s the baseline. The gap opens when your agency needs to actually deliver — social content, reporting, feedback, approvals.

The shared baseline
DooDockBonsaiSuiteDashDubsado
CRM & contact management
Project & task management
Quotes & invoicing
Branded client portal✓ Full◑ Basic✓ Full
Flat-rate pricing
In-portal payments✱ Soon

That’s where the category ends for most tools.
DooDock keeps going.

The agency marketing layer
DooDockBonsaiSuiteDashDubsado
Social media planner — 5 platforms
In-portal social approval flow
Analytics aggregation — 5 platforms
Client-facing analytics & PDF reports
Asset feedback & review system
Keyword research tool
Multi-language documents & portal✓ EN/DE/ES

None of these are integrations or add-ons. They’re built in, connected to your client records, and visible in your client’s portal from day one.

Real agencies. Real results.

What teams say after switching.

We cancelled five subscriptions the week we moved to DooDock. Asana, Notion, a separate invoicing tool, a social planner — gone. Everything's just in one place now.

MT
Maria T.
Founder, Bloom Creative Agency

The client portal alone is worth it. Clients used to WhatsApp us about every post. Now they log in, approve, and we're done. It's actually embarrassing how simple it is.

JK
Jonas K.
Managing Director, Nexo Studio

Monthly reports used to take half a day. Now I pull everything from DooDock, export the PDF, and it's done in 15 minutes. Clients love how professional it looks.

LM
Leila M.
Head of Strategy, Kraken Media

Your agency is either
organized or it isn't.

No credit card required. Up and running in under an hour.