Based on 5 reviews
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The portal simplifies tracking ad spend and performance metrics effectively. Having all client data, from reach to revenue, in one place is highly beneficial. The sorting options make it easy to locate specific accounts quickly. It seems like a solid tool for keeping organized and maintaining oversight of multiple campaigns without switching between different platforms.
This portal provides a comprehensive solution for managing client relationships and advertising campaigns. The centralization of data from Drive and Slack into a single view is efficient. Features like sorting clients by onboarding status and pending counts help prioritize daily tasks. The inclusion of an AI assistant for querying ad strategies adds a layer of modern utility. It appears well-suited for agencies that need to maintain organized, accessible records for multiple clients simultaneously.
I am genuinely excited about the potential of this platform! The dashboard offers a wealth of data, from ROAS to conversion rates, which looks incredibly powerful for tracking campaign performance. The ability to export PDFs and manage client activity logs right from the interface is a fantastic feature. However, before diving in fully, I would recommend checking the specific terms regarding data retention and export limits. It is also worth verifying if all the MCP integrations are included in the standard package or if they require additional configuration. The interface is undeniably modern and user-friendly, but understanding the exact scope of what is provided will ensure you get the most value out of the subscription.
Setting up team access was straightforward. The invite code process works smoothly. I like that I can manage who sees what directly in the portal. It saves time when onboarding new members to the workspace.
The client portal interface looks remarkably polished and intuitive. I appreciate how easily I can sort clients by spend or reviews. The integration with Slack and Drive seems seamless, making information retrieval straightforward. It is reassuring to see that team management and permissions are handled directly within the workspace without needing external tools.
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back.digital is an agency that provides a client portal for its customers. The portal allows clients to sign in or redeem an invite code to access their account, and it offers features such as client management, team and workspace settings, connected apps, and per-client sections and access controls. An integrated AI assistant is available within the portal to answer questions about campaigns, ad sets, and ads. The platform also includes notifications, pending task tracking, and the ability to reorder and manage clients between active and inactive status.