Best template or plugin to manage agency celints

Is there a good template or plugin that makes onboarding and managing agency clients easy? Hoping to find something that provides the ability for my clients to self-onboard, answer questions about their business, and upload docs, etc… I would also love for the dashboard / portal to be a place where clients and agencies could collaborate, communicate, view reports, pay (and accept) payment, etc…

Thanks in advance.

I don’t have specific recommendations, but I’d suggest doing a search for templates with some keywords like CRM and see what is available. Check out their preview feature to see how the template works and what features it has. And remember templates can be altered to suit your exact needs, so reach out to the developer to see what can be done to add features it doesn’t have you need and/or change features to suit your use case.

Thanks very much!