ABOUT STACKON • CLIENT WORK MANAGEMENT SOFTWARE

The operating system
for client work.

Stackon is client work management software for agencies and service businesses, combining client portals, project management, requests, deliverables, feedback, approvals, retainers, and billing in one connected workspace.

No credit card required
Unlimited free client accounts
2-minute setup
Entity
Stackon
The connected workspace
Primary Category
Client Work Management
Built for client delivery
Target Audience
Agencies & Service Studios
Marketing, design, dev & consultancies
The Reality of Service Businesses

Client work is more complicated than a task list.

A client asks for something. It needs scoping, assignment, delivery, review, feedback, revisions, approval, invoicing, and ongoing retainer tracking. Yet most agencies manage this across 6+ disconnected silos.

The Fragmented Stack
6+ Disconnected Subscriptions

Siloed Tools = Constant Context Loss

Email Inboxes
Lost brief specs
Slack / Discord
Buried feedback
Generic PM
No client visibility
Cloud Storage
Version chaos
Proofing Apps
Separate links
Billing Tools
Detached invoices
The Friction: Constant context switching across 5+ browser tabs, copy-pasting client instructions, unapproved revisions, and duplicate manual entry.
The Stackon System
One Connected Workspace

The Operating System for Client Work

Single Source of Context: Requests, deliverables, reviews, and sign-offs live directly under the client record.
Clear Client Experience: Clients log into one branded portal to submit requests, review deliverables, and approve work.
Operational Team Cockpit: Full retainer tracking, milestone management, and automated Stripe billing behind the scenes.
The Outcome: Zero lost emails, instant client approvals, clear project accountability, and happier clients who renew retainers.
Why We Built Stackon

The problem isn't that businesses don't have enough software.
It is that they have too much of it.

A service business can easily end up using 8 different tools for PM, chat, file sharing, approvals, CRM, proposals, and billing. Each tool works on its own, but context shatters the moment work moves between them.

“The client relationship and the work being delivered to that client should live in the same system.”

That means your team can understand the client, the request, the project, the deliverables, the conversations, the approvals, and the commercial relationship without stitching the story together manually.

Category Definition

What is client work management software?

Client work management software is designed to manage the complete workflow between a business and its clients - from requests and projects through delivery, feedback, approvals, and ongoing client work.

Project management software was built primarily to help internal teams manage internal tasks. CRM software was built primarily to manage sales pipelines. Billing software was built to send invoices. Client portal software was built to provide a login screen.

All of those things are useful, but client work doesn't happen inside one of those isolated categories. It happens between them.

A request becomes a project. A project produces deliverables. A deliverable creates feedback. Feedback becomes a revision. A revision becomes an approval. An approval triggers billing. The client relationship continues into an ongoing retainer.

That entire connected chain is client work - and that is what Stackon is built around.

End-to-End Execution

One connected workflow.

Instead of treating these steps as separate processes across separate tools, Stackon connects them into a seamless flow.

The Client Work Pipeline11 Connected Steps
01
Stage: Client
Commercial account & key stakeholders
Fully integrated into Stackon core database
Dual-Sided Architecture

More than a client portal.

A client portal is useful, but a portal alone does not solve client work. Clients need a simple, polished place to work with your business. Your team needs a powerful operational workspace behind that experience.

For Your Clients

One place to work with you.

A clean, branded interface with zero clutter and zero learning curve.

  • Submit requests with custom brief forms
  • View live project milestones and delivery timelines
  • Review image designs, PDFs, and staging deliverables
  • Leave pinpoint visual feedback and review comments
  • Approve finished work with one click
  • Communicate with your team in connected threads
  • Access approved files, assets, and project archives
  • Track retainer hours, invoices, and billing receipts
White-label portal with custom logo, colors, and domain.
For Your Team

One place to deliver the work.

A comprehensive operational cockpit built around client delivery.

  • Centralize client records, key contacts, and agreements
  • Triage, prioritize, and assign incoming client requests
  • Organize projects into clear milestones and deliverables
  • Assign team members and balance workloads
  • Upload deliverable files and manage version history
  • Track feedback threads and revision rounds
  • Capture formal approvals for milestone sign-offs
  • Manage retainer burn rates and automate Stripe billing
Full context history across every client engagement.
Who Stackon Is For

Built for businesses that deliver work to clients.

Different services. Different clients. Different deliverables. But the same fundamental challenge: how do you organize work between your team and your clients without making the process harder than the work itself?

Campaigns & Retainers

Marketing Agencies

Manage client requests, campaigns, content deliverables, visual approvals, and monthly retainers from one workspace.

Visual Proofing

Design Agencies & Creative Studios

Keep brand projects, files, feedback, proofing, revision rounds, and sign-offs connected to the client.

Milestone Delivery

Development Agencies & Studios

Turn feature requests into structured projects, coordinate delivery milestones, and communicate without losing context.

Engagements

Consultancies & Advisory

Organize client engagements, executive deliverables, communication, formal approvals, and recurring retainers in one place.

Solo Workflows

Freelancers & Independent Pros

Run client requests, projects, deliverable reviews, billing, and communication without assembling a complex software stack.

Recurring Queues

Productized Service Businesses

Standardize how clients request, receive, review, and continuously purchase recurring design or development services.

Experience Design

Your client should never have to understand your software stack.

They don't care which internal task tracker you use. They don't care which cloud drive hosts their files. They want one simple answer to one simple question:

“Where do I go to work with you?”
What Clients See

Frictionless Simplicity

A modern, polished portal with clear action items. They know exactly what is being worked on, what is awaiting their review, and what has been completed.

Zero login passwords required with secure 1-click magic links.
Behind the Scenes: Connected Ops
Client Record & CRMConnected
Requests & Intake BriefsConnected
Milestones & Deliverable ReviewsConnected
Feedback Pins & ApprovalsConnected
Retainers & Stripe BillingConnected
Our Approach

We believe software should follow the way work actually happens.

Five core principles that guide how we design, build, and support Stackon.

01

Clear over complicated

Simplicity

We prefer straightforward interfaces, familiar terminology, and obvious actions over dense configurations that require training.

02

Connected over fragmented

Unified Data

Features should work together natively. A client request should flow naturally into a project, a deliverable, an approval, and an invoice.

03

Client-first without sacrificing operations

Dual-Sided

Your clients deserve a clean, modern experience. Your team deserves powerful operational tools behind it. You should not have to choose one over the other.

04

Flexible without becoming chaotic

Adaptable

Every service business operates differently. Stackon adapts to your workflow while keeping the underlying system predictable and clean.

05

Useful over impressive

Utility

We do not build vanity features that look good in demos but add friction in practice. Every capability exists to help you deliver real client work.

Leadership

Meet the founder.

VR

Vishal Raghuwanshi

Founder, Stackon

Stackon was founded by Vishal Raghuwanshi around a straightforward observation: client work is still unnecessarily fragmented. The tools businesses use to manage clients, projects, communication, deliverables, and billing often operate as separate systems, creating friction for the people doing the work and the clients receiving it.

A Note From Vishal

“I believe the best software should make complicated work feel simple. Client relationships are complicated enough without forcing teams to manage every part of the relationship in a different application.

Stackon started with a simple question: What would client work look like if requests, projects, deliverables, feedback, approvals, communication and billing were designed to work together from the beginning?

That is what we're building. Our goal is not to build software for software's sake. It is to give service businesses a better way to organize the work they already do every day - and give their clients a better experience while doing it.”

Clarity of Purpose

What Stackon is - and what it is not.

Clarity of scope is how great software stays fast, reliable, and focused on solving the real problem.

What Stackon Is

The Operating System for Client Work

The connected workspace designed specifically for the complete lifecycle of client delivery:

Client Portals
Project Tracking
Intake Requests
Deliverable Files
Visual Proofing
Client Approvals
Retainer Tracking
Stripe Billing
What Stackon Is Not Trying To Be

Not Trying to Rebuild the Entire Internet

Stackon does not need to replace every specialist tool your team already loves:

• Production Tools: Keep Figma, Adobe Creative Cloud, VS Code, and GitHub for creating the work.
• Accounting: Keep your general ledger while Stackon handles client invoicing and retainers.
• Our Focus: Own the critical layer where your business and client collaborate, review, approve, and bill.
The Big Idea

One system. One client relationship.
One source of context.

Imagine opening any client record and immediately seeing their active projects, pending requests, delivered assets, feedback threads, approved sign-offs, and billing status in one live view.

AH
Acme Health & WellnessActive Retainer
Client ID: client_acme_2026 • Joined Jan 2026
$4,500/mo Retainer
Q4 Brand Launch & Web Redesign
78% Done

4 milestones completed • Next milestone: Patient Portal Booking Flow (Due Friday)

Homepage-Hero-v3.png
2 Feedback Pins

Client left annotation: “Update button contrast on 390px mobile screens”

Version 3.2 • High-Res PNGReady for Review
Monthly Retainer Allocation
32 / 40 Hours

8 hours remaining for October • Renews Nov 1st via automated Stripe Subscription

Invoice #INV-2026-09
Paid $4,500.00

Direct Stripe deposit • 0% platform transaction fee

Processed via Dodo / StripeReceipt sent to client
Long-Term Vision

Building Stackon for the long term.

We're not interested in building a temporary collection of features around whatever happens to be trendy this year. Client work is an enduring discipline.

The way agencies and service businesses communicate with clients will continue to change. Software will evolve. AI will accelerate production. Teams will become more distributed. Clients will expect faster turnaround times and greater transparency.

But one thing will remain constant: businesses will still need to deliver great work to their clients.

Stackon is built around that fundamental relationship. The tools may change, but the mission remains clear: make client work easier to run.

Everything You Need to Know

Frequently asked questions.

Clear, direct answers about Stackon, client work management software, and platform capabilities.

Stackon is client work management software for agencies and service businesses. It combines client portals, project management, client requests, projects, deliverables, proofing, feedback, approvals, client communication, retainers, CRM and billing in one connected workspace.

Ready to streamline your client operations?

Your work is connected. Your software should be too.

Stop piecing client work together across disconnected tools. Bring requests, projects, deliverables, feedback, approvals, retainers, CRM, and billing into one connected workspace.

14-day free trial
No credit card required
Unlimited client portals
White-label on all plans
Stackon - The Operating System for Client Work