The client portal built for small agencies
Manage client subscriptions, billing, and requests from one dashboard. Built for agencies of 1-3 people.
Free until the first client opens their portal
The bigger the client list, the messier the backend.
Adding a new client should take five minutes. In practice it takes an afternoon. Set up their subscription in Stripe, create a folder in Drive, add them to the project board, send a welcome email with a portal link that looks nothing like the agency's brand.
It works for three clients. At ten it starts to crack. Someone on the team spends more time managing the system than doing the actual work. Clients notice too. They ask where their invoice is, why the portal looks different from the website. The answer is always the same: because the backend was never built as one system.
Setorio replaces that patchwork with a single workspace. Subscriptions, client portals, tasks, and invoicing in one place. Every new client follows the same flow from day one.
Everything an agency
needs in one tool
A client portal worth sharing
Custom domain, custom brand, custom colors. Everything in one place.
Get paid automatically
Stripe or Moneybird. Subscriptions run every month without a nudge.
Requests in one inbox
Status, priority, notes. No more Slack hunts.
Room for your team
Up to 5 seats with role-based permissions.
Choose a payment stack
Connect Moneybird or Stripe to handle subscriptions and invoicing. Pick the one that fits the workflow. More integrations coming based on what matters most.
Pricing
Includes:
- 1 seat
- Up to 5 active clients
- Payments and invoicingConnect Stripe or Moneybird to manage payments and invoicing.
- Custom portal domainLet clients access their portal on your own domain.
- Task managementOrganize work internally and let clients see progress from their portal.
Everything from Solo plus:
- 3 seats
- Up to 15 active clients
- Remove Setorio brandingRemove all Setorio branding from your client portal.
- Custom brandingApply your own colors, fonts, and logo to the client portal.
- Internal notesAdd private notes to tasks, visible only to your team.
Everything from Studio plus:
- 5 seats
- Unlimited active clients
- Custom email domainSend invoices and notifications from your own email address, like invoices@youragency.com.
- Role-based permissionsControl what each team member can see and do.
- Priority supportDirect access via email. Response within 4 hours on business days.
Common questions
Clients deserve a better portal
Free until the first paid client