SmartClientForge gives your agency a professional client portal — with AI-powered tools, billing, tickets, proposals, and uptime monitoring — all in one platform.
Everything you need
Every feature was designed around the real workflow of running a web design and hosting agency.
Give every client a branded portal to view invoices, submit tickets, track their project, and communicate with your team.
Generate professional project proposals in seconds from client intake data. Edit line items, send to clients, and track acceptance.
Manage client requests, bug reports, and edit requests in a Kanban board. AI-assisted replies keep responses fast and consistent.
Paste raw meeting notes and get a structured summary with action items, follow-ups, and key decisions — saved directly to the client record.
Upload a built site and get a shareable preview URL instantly. Share with clients directly from the portal with one click.
Track MRR, active clients, open tickets, and uptime across your entire agency in one clean dashboard.
Real-time notifications for both admins and clients. Never miss a ticket reply, invoice payment, or proposal acceptance.
Create and send invoices, manage recurring subscriptions, and collect payments via Stripe — all from one place.
Walk clients through DNS configuration for any domain registrar with pre-written step-by-step instructions — or let AI find the docs.
Monitor client websites 24/7. Get instant alerts when a site goes down and automatic recovery notifications when it comes back.
Invite team members with granular permission controls. Assign roles, customize access, and masquerade as any client for support.
Publish help articles and FAQs your clients can search anytime. Reduce repetitive support requests with a self-serve Help Center.
Simple setup
Set up your agency account, add your branding, and invite your team.
Send clients a branded invite. They set up their account and fill out the intake form.
Manage tickets, send proposals, collect payments, and monitor uptime — all from one place.
SmartClientForge is currently in private testing. Join the waitlist and we'll reach out when a spot opens up.
No spam. We'll only reach out when your spot is ready.