Frequently Asked Questions

AwesomeClient is an all-in-one platform designed specifically for freelancers, agencies, and service businesses to manage their entire operations—from showcasing services on a branded storefront to delivering projects and supporting clients.

Instead of juggling 10+ tools (client portals, project management, invoicing, file storage, support desk), you get everything in one unified platform.

Perfect for:

• Web developers and designers
• Digital marketing agencies
• Creative studios and consultants
• Coaches and content creators
• Any service-based business tired of tool chaos

Most service businesses pay for:

• Client Portal: Dubsado ($47/mo) → AwesomeClient includes custom client dashboards
• Project Management: Asana ($25/mo) → Built-in Kanban boards and milestones
• Invoicing: Bonsai ($24/mo) → Smart invoicing with payment collection
• File Storage: Dropbox ($20/mo) → Unlimited media library
• Support Desk: Zendesk ($49/mo) → Integrated ticketing system
• Forms: Typeform ($35/mo) → Content request forms
• Password Manager: 1Password ($20/mo) → Secure vault for client credentials

Total saved: $248/month = $2,976/year

Plus, you save 50+ hours per month by not switching between tools and manually syncing data.

Your storefront is a public-facing website where potential clients can browse your services, view pricing, and make purchases instantly.

Setup process (5 minutes):

• Choose your subdomain: yourname.awesomeclient.com
• Add your services with descriptions, pricing, and portfolio examples
• Customize branding (logo, colors, about section)
• Go live and start accepting orders

Features include:

• One-time service pricing (fixed projects)
• Subscription pricing (monthly retainers)
• Instant checkout with Razorpay/PayPal
• Automated client onboarding after purchase

After purchase, clients automatically get access to their personalized portal where they can:

• Track projects: See milestones, tasks, and real-time progress
• Download files: Access deliverables, invoices, and shared documents
• Submit content: Use structured forms to provide assets, feedback, and information
• Access passwords: Securely view shared logins (FTP, admin panels, API keys)
• Get support: Raise tickets or chat with the AI assistant 24/7
• View invoices: Download payment receipts and transaction history

Result: Clients feel like they're working with a professional agency, not a disorganized freelancer.

The AI assistant is trained on your service FAQs and common client questions. It's available 24/7 in client portals to answer questions instantly.

Example questions it handles:

• "What's the status of my website project?"
• "How do I upload my logo and brand assets?"
• "When is the next milestone due?"
• "How do I request revisions?"
• "What payment methods do you accept?"

Benefits:

• Clients get instant answers (no waiting for email replies)
• You save 10+ hours/week on repetitive support questions
• No need to hire a customer success agent

For complex issues, the AI escalates to you by creating a support ticket automatically.

Unlimited storage for all your client files, deliverables, and media assets.

Use cases:

• Store client logos, brand kits, and design assets
• Upload project deliverables (websites, designs, documents)
• Share files with clients via their portal (no Dropbox links needed)
• Keep invoices, contracts, and receipts organized

Files are secured with client-level access controls (clients only see their own files).

AwesomeClient makes it dead simple to sell and manage recurring services (like monthly retainers or maintenance packages).

How it works:

• Mark a service as "Subscription" when creating it
• Set your monthly price (e.g., ₹10,000/month for website maintenance)
• Clients purchase via your storefront → automatic monthly billing begins
• Automated invoicing and payment reminders
• Clients can upgrade, downgrade, or cancel from their portal

Example use cases:

• Monthly SEO services
• Website maintenance retainers
• Social media management packages

Currently in Beta — completely FREE!

During our beta phase, all features are available at no cost. No credit card required.

What's included for free:

• Branded storefront (yourname.awesomeclient.com)
• Unlimited client portals and projects
• Smart invoicing + payment collection
• Unlimited file storage
• Support ticketing system + AI assistant
• Password vault and content request forms

Post-beta pricing: Early adopters will lock in special founder pricing. View pricing details →

AwesomeClient integrates with Razorpay (for India) and PayPal (international) to collect payments directly on your storefront.

How it works:

• Clients purchase services via your storefront checkout
• Payments go directly to your Razorpay/PayPal account (no middleman)
• Automated invoicing and receipt generation
• Support for one-time payments and recurring subscriptions

Platform fees: 0% from AwesomeClient (you only pay payment gateway fees: ~2-3%).

After purchasing a service, clients receive an automatic email with login credentials to their personalized portal.

The onboarding flow:

• Client purchases a service on your storefront
• They receive a welcome email with portal access link
• Magic link login — no password needed
• They can immediately see their project status, files, and support options

No training required — the portal is designed to be intuitive from day one.

AwesomeClient includes smart auto-generated reports for both you and your clients:

For You (Business Owner):

• Revenue dashboard (monthly, quarterly, yearly)
• Active projects and deadlines
• Client payment status
• Support ticket metrics

For Clients (Auto-sent Weekly):

• Project progress updates
• Completed milestones
• Time spent on their project
• Upcoming deliverables

Benefit: Clients feel informed and valued without you spending hours on manual reporting.

Yes. We take security seriously:

• Authentication: Powered by Clerk.dev (bank-level security)
• Encryption: All data encrypted in transit (HTTPS) and at rest
• Password vault: Uses AES-256 encryption (same as 1Password)
• Access controls: Clients only see their own projects and files
• Backups: Daily automated backups with 30-day retention
• Compliance: GDPR-ready data handling

We never sell or share your client data with third parties.

Yes! We provide migration support to help you move from existing tools:

What we help migrate:

• Client contact information
• Active project data
• Service listings and pricing
• Historical invoices (for record-keeping)

Process:

• Export your data from current tools (CSV/Excel)
• We provide templates and import tools
• Premium users get white-glove migration assistance

Tip: Run AwesomeClient alongside your current tools during the trial period for a smooth transition.

Coming soon! Custom domain support (e.g., services.yourcompany.com) is on our roadmap.

Until then: Your storefront is hosted on yourname.awesomeclient.com (fully branded with your logo and colors).

Timeline: Custom domains will be available in early 2026 as part of our Pro tier.

Coming soon! Team collaboration features are on our roadmap:

• Add team members with role-based access (admin, project manager, designer)
• Assign tasks and projects to specific team members
• Internal team chat and collaboration tools
• Time tracking per team member

Early access will be available to existing customers at no extra cost. Join the waitlist →