Apexloop

Clients and projects in one place.

Not six separate modules to click together yourself. One ready-made package for an agency — deploy it, try it with demo data, and adjust it to your process.

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Projects and client portal connected in Apexloop
Project status scattered across spreadsheets and client emails
Spreadsheets and emailsApexloop

What's in the package.

A complete package for an agency juggling several clients at once — not individual modules to click together.

Project managementTasks, deadlines and ownership for each client project separately.
Client portalThe client sees the status of their job themselves, no back-and-forth emails.
CRM and salesEnquiries, quotes and clients connected to delivery.
ReportingTeam workload and project status in an overview, not a spreadsheet.

The client sees campaign status themselves, no email to you.

They open the client portal and see what phase the project is in, what deadlines are coming up, and what's waiting on their approval.

Demo scenario

What's already set up in the template.

Deploy the package and this runs from minute one — no configuration.

  1. 1

    Projects by client

    Every client has their own space with projects, deadlines and ownership.

  2. 2

    Client portal

    The client tracks job status and approves deliverables without touching your system.

  3. 3

    Workload overview

    The report shows how much team capacity each client is taking up.

Related solutions

Project managementTasks, deadlines, capacity.Client portalA shared space for clients, requests and secure handoffs.

Try the template with demo data.

You'll see real projects, a client portal and a workload report — without changing anything in your own data. When it fits, we'll switch you to yours.

Try the templateNot sure which solution? Book a 30-min call
  • Demo data — no risk to yours
  • Tweak anything that doesn't fit