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Agency operations & video reviewwith a cinema-grade client portal.

From rough cut to signed-off master. Replace seven disconnected tools with frame-accurate SMPTE notes, internal squad review gates, 1-click NLE marker exports, retainers, and zero-login client portals.

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Frame-accurate SMPTE notes
Internal squad QA gating
1-click DaVinci & Premiere export
Unlimited free client accounts
Vanguard Agency›Project Workspace
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Acme Health Website Redesign

Alex Morgan·Started 15 Aug 2026·Team:
A
S
M
D
(4)
25% Complete

Project Timeline

Milestone roadmap and executive delivery checkpoints.

3 of 5 complete
✓

Discovery & Strategy

COMPLETE28 Aug

Stakeholder interviews, brand alignment, and technical architecture review.

✓

Sitemap & Information Architecture

COMPLETE8 Sept

Full page hierarchy, user flows, and wireframe blueprint.

✓

UI Design & Prototyping

COMPLETE28 Sept

High-fidelity desktop and mobile viewports, interactive design system.

Full-Stack Development

UPCOMING20 Oct

Frontend implementation, CMS integration, and responsive testing.

QA & Production Launch

UPCOMING30 Oct

Cross-browser testing, SEO checklist, analytics, and client handover.

TIME LEFT TO DELIVER
On Schedule
16
DAYS
06
HOURS
36
MINS
49
SECS
Active Target: Full-Stack Development20 Oct 2026
ASSIGNED TEAM
A
Alex Morgan
Agency Admin
S
Sarah Lin
Project Manager
M
Marcus Vance
Team Member
D
David Kim
Contractor
$0

Free for Clients

Invite unlimited clients. We only charge for your internal team.

100%

Visual Feedback

Point, click, and leave clear notes right on the design.

All-in-One

Replace 6 Tools

Bring your briefs, projects, files, feedback, and invoices under one roof.

1-Click

Fast Sign-Offs

Clients approve work in seconds without forgotten passwords.

The Daily Chaos

Still copy-pasting feedback between seven disconnected tools?

When cuts sit in Frame.io, tasks live in ClickUp, invoices are in QuickBooks, and your client still asks for the file on WhatsApp—work grinds to a halt.

The Old Way · 6 Subscriptions$350+/mo per seat

The Messy Tool Stack

Jumping between browser tabs, manually copying form answers into tasks, chasing clients for feedback, and logging hours in spreadsheets.

Typeform→ClickUp→Frame.io→Google Drive→Slack
Client comments buried in email threads instead of pinned to the actual design.
Paying extra per-seat fees just to let clients view a dashboard.
Stackon · All-in-OneOne clean workspace

One Continuous Flow

Requests turn directly into projects. Deliverables have point-and-click feedback. Approvals trigger retainer and invoice updates automatically.

1. Client Brief→2. Squad QA Gate→3. Client Review→4. Sign-Off & NLE Export
Pin feedback right on comps, PDFs, and video without extra subscriptions.
Unlimited free client accounts with instant passwordless magic links.
Scattered Feedback

Feedback lost across WhatsApp & messy emails

Clients send vague timestamps without frame references, conflicting email replies, and voice notes. Your editors spend hours guessing what change was actually requested.

Margin Bleed

Out-of-scope revisions eating agency margins

Clients ask for "one quick little edit" that spirals into dozens of unbilled hours. Without live retainer tracking, your studio delivers free post-production without realizing it.

No QA Gate

Rough cuts shown to clients without squad QA

Without a two-tier review gate, editors accidentally share unfinished work before supervisors review it—leading to awkward client conversations and rushed re-exports.

Simple 6-Step Workflow

How work moves from first brief to final sign-off.

A straightforward workflow designed for how agencies and clients actually work together.

STEP 01 OF 06·Brief Intake

Structured briefs instead of vague emails.

Clients submit custom intake forms with required fields, attachments, and deadlines.

Collect kickoff deposits upfront with built-in Stripe payment links.

Every request is automatically numbered and assigned an initial scope status.

Client Intake Brief #REQ-2026-084Active Demo
Service:Brand Identity & Digital Design System
$9,000 Package
Client: Elena Rossi (Aurelia House)Priority: High
Brand Strategy & Visual Guidelines PDF
Figma Design Tokens & Typography Specimen
Webflow Marketing Landing Page & Assets
brief-v1.pdf, moodboard.zip (16.2 MB)
50% Deposit Gate: $4,500
Interactive Feature Sandboxes

Built directly from our real application interfaces.

Click through each module below to test our agency project management software, visual proofing tools, service catalog, and billing automation.

Create Milestone Project Workspace

Set up a dedicated project room, milestone schedule, and client portal.

>>>>
Milestones & Delivery Schedule

Customize phases, deliverables, and due dates for your client roadmap.

Quick Templates:
✨ Universal🚀 Web / App🎨 Brand Identity⚡ 2-Wk Delivery
Phase 1: Discovery & Requirements Alignment07/10/2026

Scope definition, asset intake & brief approval

Phase 2: Core Concepts & Initial Deliverable17/10/2026

First draft delivery and client review round

Phase 3: Revisions & Iterative Refinement27/10/2026

Client feedback iterations and final production export

Live Portal Previewportal.vanguard-agency.com
Welcome back, Elena Rostova.
Acme Health Systems
Website Design & Build
0% Ready
Discovery & Alignment2026-10-07
Core Deliverable2026-10-17
$2,650 InvestmentDeposit: $1,325
Client Side Portal Hub

A client portal your clients will actually love using.

No complex boards or confusing menus. Clients see their active queue, drop requests, review deliverables, and approve work in seconds.

Acme Health SystemsOverview & Active Queue

Welcome, Elena Rostova

Acme Health Systems Delivery Hub • Active Task Queue & Deliverables

All Caught Up

No pending actions require your attention. Your agency team is executing your active deliverables.

Active in Progress

1

Active deliverable in progress

In Priority Queue

71

Next in priority queue

Awaiting Your Review

0

Deliverables ready for sign-off

Completed Deliverables

0

Production sign-offs

Active Requests Queue

Tasks are executed in order based on your priority queue. Drag or use the up/down arrows to adjust sequence.

+ Add Request
1

Patient Portal Hero & Instant Appointment Widget

IN ACTIVE WORK
Dedicated UI/UX Design Retainer • Due Sep 28
2

Custom Brand Redesign Project

General Request • Due 48h
3

Mobile App Checkout & Analytics Flow

General Request • Due 48h
Sales CRM & Revenue Pipeline

Qualify leads, send proposals, and auto-onboard new clients.

Real prospect qualification, multi-stage pipelines, interactive SOW proposals, and 1-click atomic client conversion.

Sales CRM & Deals

Pipeline Engine

Prospect qualification, multi-stage pipelines, interactive SOW proposals, and 1-click atomic client conversion.

Total Pipeline Value

$145,500

$108,525 weighted forecast

Active Prospects

5 Leads

6 high priority prospects

Deals in Pipeline

5 Deals

Across 1 revenue pipelines

Conversion Win Rate

100%

1 won deals converted

New Inbound

1
$8,00010% win rate
Solace Wellness · D2C Launch Landing Page
Liam O'Connor$8,000

Discovery Call

1
$12,50025% win rate
Luxe Lifestyle · Global Luxury Storefront
Claire Dubois$12,500

Proposal / SOW Sent

1
$18,00050% win rate
Apex Cloud · Web Platform & Design System
Marcus Vance$18,000

In Negotiation

1
$57,00080% win rate
Horizon Fintech · Mobile Banking App & Design System
Elena Rostova$57,000
REPLACE THE WHOLE STACK

One platform, not seven. Do the math.

Select your agency team size. Watch your software costs plummet in real time.

Team Size:5 People / Seats
Stackon Studio Plan ($49/mo)
VISUAL COST COMPARISON

7 separate subscriptions vs. 1 unified Stackon workspace

Save $394/mo (89% Off)
Fragmented 7-Tool Stack (5 people)$443/mo
ClickUp + Frame.io + ManyRequests + Slack Pro + Typeform + Harvest + Zapier
Stackon Studio Plan (Everything Included)$49/mo

Project & Team Management

$12/seat × 5 seats

$60/mo
Included
ClickUpMondayNotionAsana

Visual Deliverable Reviews & Sign-Offs

$15/seat × 5 seats

$75/mo
Included
Frame.ioMarkUp.io

White-Label Client Portal & Magic Links

$59 base + $20/extra seat (4 extra)

$139/mo
Included
ManyRequestsCopilot

Client & Internal Team Messaging

$8.75/seat × 5 seats

$44/mo
Included
Slack ProMS Teams

Structured Client Intake & Brief Forms

Flat team rate

$35/mo
Included
TypeformJotform

Retainer Burn Tracking & Invoicing

$12/seat × 5 seats

$60/mo
Included
HarvestFreshBooks

Workflow Automations (No Duct-Tape)

Flat team rate

$30/mo
Included
ZapierMake
COMPETITOR TOTAL (7 TOOLS)

$443 /mo

$5,316/yr across 7 separate invoices
STACKON STUDIO PLANUnlimited Clients

$49 /mo

Single unified invoice • Cancel anytime
ANNUAL NET SAVINGS
$4,728/ yr

89% software budget reduction for your agency

Built for Modern Client Services

Tailored for every client service model.

Whether you bill monthly retainers, fixed project milestones, or productized service packages, Stackon connects your entire client workflow.

Creative Teams

Design & Creative Studios

Collect client feedback directly on mockups, Figma exports, branding kits, and slide decks with pixel-accurate visual pins.

Point-and-click feedback on PNG, JPG, and multipage PDFs
Revision version logs and change comparisons
Client-friendly passwordless magic links
Dev Studios

Web & Software Development Agencies

Organize tasks into structured project milestones. Deliver work with clear client sign-offs and deposit protection.

Sequential milestone roadmaps and delivery checkpoints
Built-in scope change orders and add-on proposals
Internal vs client-visible task boundaries
Growth Agencies

Marketing, SEO & Growth Agencies

Standardize incoming client requests through custom intake forms, manage delivery queues, and get rapid deliverable sign-offs.

Branded intake forms with custom requirements
Organized request pipeline and prioritized queues
Deliverable approvals and client asset vault
Retainers & Solo

Consultancies, Freelancers & Productized Teams

Track monthly retainer hour burns in real time. Automatically notify team members and clients when capacity reaches 80%.

Live retainer capacity engine and usage ledger
Automated overage alerts and top-up orders
Stripe milestone invoicing and recurring payments
Predictable Pricing

Everything your agency needs. One simple price.

Every plan includes the complete Stackon workflow. Choose the number of internal team seats you need. Unlimited clients & client seats on every plan.

MonthlyAnnualSave 20%

Solo

For solo operators

For freelancers and solo operators.

$19/ mo
1 Internal Team SeatUnlimited Clients
All Stackon features included
1 Internal Team Seat included
Unlimited client accounts & magic links
All requests, projects & deliverable reviews
All retainers, invoices & payments

14-day free trial · Cancel anytime

Studio

Most Popular

For small agencies and creative studios.

$49/ mo
5 Internal Team SeatsUnlimited Clients
All Stackon features included
InvokeIQ ProFree Included
AI Outbound Cold Email Platform ($49/mo value)
5 Internal Team Seats included
Unlimited client accounts & magic links
All requests, projects & deliverable reviews
All retainers, invoices & payments
InvokeIQ Pro Outbound Email Included ($49/mo value)

14-day free trial · Cancel anytime

Agency

For Growing Teams

For growing agencies with larger teams.

$79/ mo
20 Internal Team SeatsUnlimited Clients
All Stackon features included
InvokeIQ ProFree Included
AI Outbound Cold Email Platform ($49/mo value)
20 Internal Team Seats included
Unlimited client accounts & magic links
All requests, projects & deliverable reviews
All retainers, invoices & payments
InvokeIQ Pro Outbound Email Included ($49/mo value)

14-day free trial · Cancel anytime

Need more seats?+$7 / additional internal seat / mo

Add additional internal team members for $7/month each. Client seats are always free and unlimited.

Universal Capabilities

Everything included in every plan.

Every Stackon plan includes the complete client-work workflow. Upgrade when your team grows - not when you need another feature.

Client Work & Intake

  • Client Requests & Briefs
  • Custom Intake Form Builder
  • Queue Priority & Concurrency Limits
  • Scope Review & Out-of-Scope Flags
  • 1-Click Brief → Project Conversion

Project Delivery

  • Milestones & SOWs
  • Task Boards & Workflows
  • Client-Visible Task Boundaries
  • Deliverable Roadmaps & Target Dates
  • Milestone Delivery Checkpoints

Deliverables & Reviews

  • Image & PDF Reviews & Approvals
  • Point-and-Click Annotation Pins
  • Side-by-Side Version Comparison
  • Revision Requests & Threaded Notes
  • 1-Click Client Sign-Offs

Client Portal ("Clarity")

  • Branded White-Label Client Portal
  • Zero-Password Magic Link Access
  • Live Client Activity & Notifications
  • Real-Time Direct & Channel Messaging
  • Centralized Client Asset Library

Billing & Retainers

  • Retainer Capacity Engine
  • Timesheet Ledger & Usage Burn
  • Milestone Deposit Gating & Invoices
  • Client Payment Collection
  • Scope Change Orders & Add-Ons

CRM & Pipelines

  • Multi-Stage Sales Pipeline
  • Dynamic Lead Scoring
  • Interactive SOW Proposals
  • 1-Click Client Onboarding
  • Embeddable Lead Intake Forms

Agency Operations

  • Team Members & Roles
  • Role-Based Access Permissions
  • Multi-Channel Notifications
  • Real-Time Audit & Event Logs
  • Revenue & Utilization Reports

White Label & Identity

  • Agency Logo & Custom Favicon
  • Custom Theme & Accent Colors
  • Custom Domain (portal.agency.com)
  • Custom Email Sender Domain
  • Free Automatic SSL Provisioning
Enterprise

Enterprise & Custom Scale

For larger agencies with custom scale and operational requirements. Everything in standard Stackon plus enterprise procurement and support.

Custom Team Size
Unlimited internal seats
Commercial Terms
Annual invoicing & POs
Enterprise SLA
Dedicated onboarding
Talk to Sales

Custom rollout & migration assistance

Client Seat Guarantee: Unlimited clients & client seats on every plan. Clients never count against internal team seats.
Frequently Asked Questions

Common questions about Stackon.

Everything you need to know about setting up your agency portal and inviting clients.

What is Stackon and who is it for?
Stackon is an all-in-one agency management software that brings client requests, projects, deliverables, feedback, approvals, retainers, and billing into one connected workspace. It is built as the ultimate creative agency project management software and marketing agency platform for modern service businesses.
How do deliverable reviews and feedback work?
Stackon includes a built-in visual design feedback tool. You can upload image designs and multi-page PDFs, and your clients can click directly on the asset to drop numbered pins, leave pinpoint feedback, and request revisions before signing off.
Do my clients need to pay for accounts or remember passwords?
No. Unlimited client accounts are 100% free on all plans. Clients also don't have to remember passwords - you can send secure magic links that log them directly into their agency client portal with a single click.
Can I customize the portal with my agency branding?
Yes. Stackon provides a true white label client portal software experience. All plans include custom agency branding, allowing you to upload your logo, set brand accent colors, and configure a customized client experience in seconds.
How do retainer hours and milestone billing work?
As your team delivers client work, hours and deliverable scopes automatically track against the client's monthly retainer. Stackon provides real-time burn tracking and alerts before allocations cap out. For fixed projects, milestone sign-offs connect directly to Stripe invoices and deposit collection.
How does the 14-day free trial work?
You get full access to 100% of Stackon features for 14 days without entering a credit card. You can set up your portal, invite team members, share work with clients, and test out approvals. You can upgrade or cancel anytime.
Get Started Today • Setup in < 2 mins

Ready to simplify your client workflow?

Stop losing hours across six disconnected tools. Set up your agency portal in under 2 minutes and invite your first client for free.

Start 14-Day Free TrialView Pricing Plans
14-day free trial
Unlimited free client accounts
No credit card required