Client portal
Share projects, files, invoices, and requests with clients.
Free foreverUp to 3 projects · 500 MBNo credit card required
For agencies & studios
Manage leads, clients, projects, tasks, files, and invoices from a single connected client record. No duplicate data. No disconnected workflows.
Trust
Agencies running on one client record.
Growing weekly
- 0+
- active teams onboarded
- 0+
- client records managed
- 0.9%
- uptime across all workspaces
- < 2s
- average page load time
We are actively growing and onboarding new teams weekly.
“Before, I opened HubSpot for the deal, ClickUp for tasks, and QuickBooks for billing, then pasted updates into email. Now the client record is already there when I need to reply or send an invoice.”
“We are a nine-person studio. I was the person who copied scope from proposals into the board and again into invoices every month. That handoff work is basically gone.”
The Problem
The problem is not your tools.
Your stack works in pieces. Every handoff forces someone to recreate the same client data.
Without Strasync
Manual handoffsLeads
Spreadsheet (re-typed)
Projects
ClickUp (separate record)
Requests
Email & WhatsApp (no link)
Invoices
QuickBooks (rebuilt by hand)
- Client name typed into CRM, project board, and invoice separately
- Context lost at every handoff — briefs in email, deadlines in tasks, approvals in chat
- Status updates require opening four apps and piecing it together
With Strasync
One client recordOne connected record
Lead
Client
Project
Tasks
Invoice
- Single client record shared across every module
- Connected workflow from lead capture to paid invoice
- Automatic context — no copy-paste between tools
Capture once. It follows the work.
Platform
One workspace. Every stage connected.
Leads, clients, projects, tasks, files, invoices, documents, site health, and reporting — all connected by a single client record.
Leads
Capture inquiries from any channel. Qualify and convert without re-typing.
New
Qualified
Won
Clients
Single source of truth for every client. Contact details, history, and billing in one place.
AActive
Acme Studio
3 contacts · Active
Projects
Track delivery scope, milestones, and progress tied to the client record.
Website Redesign
68%
DiscoveryDesignBuild
Tasks
Coordinate execution across your team with assignments, priorities, and deadlines.
Design homepage
Review copy
Build components
Files
Organize deliverables and assets. Always linked to the right client and project.
Brief
Draft v2
Final
Invoices
Generate invoices from project data. Track payments and get paid faster.
INV-2024-031
$4,800
Due: Jan 15·Acme Studio
Beyond the core flow
The details that keep the operation moving.
Give clients a clear place to follow work, keep documents and approvals close, and stay in control as the team grows.
Documents & signing
Write, sign, and edit uploaded documents in context.
Site health
Track availability and performance before clients report an issue.
Reports & insights
Turn live work data into a clearer view of performance.
Team & permissions
Assign work and control access by role and responsibility.
Recurring work
Keep repeat tasks and retainers moving on schedule.
API access
Connect authenticated workspace data to your own workflows.
Recovery & history
Restore deleted work instead of losing the client trail.
Capture once. It follows the work.
Every module reads from the same client record. Update it once, see it everywhere.
The full operating system
Everything your agency needs, in one connected workspace.
The dashboard is more than a list of modules. It gives your team a complete path from first inquiry to delivery, client communication, documents, reporting, automation, and payment.
Run the work
Turn a new opportunity into clear, assigned delivery work without rebuilding the client context.
Lead capture and pipeline
Client records and contacts
Projects and milestones · up to 3 on Free
Tasks and team assignments
Tickets and client requests
Give clients clarity
Share progress, files, invoices, and updates through a professional client experience that carries your brand.
Branded client portal
Files and approvals
Invoices and payments
Document editing and e-signatures
White-label settings
See what needs attention
Monitor websites, understand performance, follow up faster, and keep every team action accountable.
Site health monitoring
Reports and insights
WhatsApp follow-up
Roles and permissions
Extend the workflow
Keep repeatable work moving, connect your own systems, use AI to structure a brief, and recover the history behind every client relationship.
Team workspace and access
Recurring tasks and follow-ups
Authenticated API access
Trash and recovery history
AI-assisted project intake
One connected journey
Capture the lead once. Deliver the project with context. Give the client visibility. Close the loop with a paid invoice.
Lead→Client→Project→Tasks→Portal→Invoice
Who it is for
Built for teams that deliver client work.
StraSync fits service businesses that move from a client request to repeatable delivery and payment.
Digital & web agencies
Manage discovery, website builds, retainers, revisions, and invoices from one client record.
Best for · Teams running multiple web or product projects at once.
Creative & branding studios
Keep briefs, approvals, assets, and delivery milestones connected to the right client.
Best for · Studios coordinating feedback-heavy creative work.
Marketing & growth agencies
Track prospects, campaigns, follow-ups, client requests, reporting, and billing in one flow.
Best for · Teams managing recurring campaigns and client reporting.
Consultants & specialists
Turn client conversations into clear scopes, actions, documents, and paid engagements.
Best for · Independent experts and small advisory teams.
Freelance teams
Replace scattered spreadsheets and chats with a lightweight workspace for every client job.
Best for · Solo operators and small teams sharing delivery responsibilities.
IT & service providers
Coordinate tickets, projects, files, service work, and invoices without losing client context.
Best for · Support, maintenance, implementation, and managed service teams.
If your work has clients, deadlines, files, and invoices, StraSync can keep the thread connected.
Explore industriesPricing
Simple pricing for growing agencies
One connected system. Start free, then grow when your team needs more capacity.
Free
Start without riskFor freelancers and small teams testing a better workflow
$0/ month
Up to 3 users
Run your essential client work with core agency modules, up to 3 projects, and 500 MB of workspace storage.
Start with the complete core workflow for free — upgrade only when you outgrow the limits.
Start free
Free forever. No credit card required.
Starter
For solo & small teamsFor small agencies getting organized
$20.30/ month
Up to 5 users
One connected workspace with all core modules, a client portal, and 5 GB of storage.
Run your agency from one client record, not five disconnected apps.
Choose Starter
No trial period. Upgrade whenever you need.
Growth
Most popularFor growing agencies managing multiple clients
$48.30/ month
Up to 30 users
Full operational system with all core modules, a client portal, white-label branding, API access, and 15 GB of storage.
Scale delivery and billing without the coordination tax between tools.
Choose Growth
No trial period. Upgrade whenever you need.
Compare plans
Included Not included
Start with the full core platform for free. Upgrade only when your team needs more capacity or advanced controls.
FAQ
Questions agencies ask.
Straight answers on fit, migration, pricing, and how Strasync replaces your disconnected stack.
How is StraSync different from Notion, ClickUp, or Airtable?
Those are great general-purpose tools, but none of them connect a client record across your entire delivery workflow. In ClickUp, your project lives separately from billing. In Notion, you build and maintain every connection yourself. StraSync is purpose-built for agencies: one client record flows from lead capture through project delivery to paid invoice, with no manual sync between tools.
What type of businesses is this built for?
Agencies, studios, and structured service teams that deliver client work and bill for it: marketing, web, creative, and consulting teams.
Can I migrate from my existing tools?
Yes. Start fresh with new clients or import leads and clients, then run delivery and billing inside one workspace instead of syncing between apps.
Do I need multiple subscriptions?
No. Strasync replaces the disconnected stack (CRM, project tool, file chaos, and invoicing) with one connected system.
Can my team collaborate?
Yes. Invite teammates, assign work, and share the same client record. Everyone sees the same context without manual updates.
Is my data secure?
Each workspace is isolated. Your client data, files, and billing stay scoped to your team with role-based access.
How does pricing work?
Start free on the core plan. Upgrade to Growth when your team needs more seats or advanced controls on the same platform.
Less copy-paste. More delivery.
Start free forever on the core plan. One client record, every stage connected.