Agency Client Portal App Template — Build It with AI

PIN-protected views on a Kanban board

Process work does not need a big platform. Agency Client Portal starts with pin-protected views on a kanban board, and you shape the fields and the steps by describing how your team actually works.

What it includes

  • A table with search, filters and sortable columns
  • A detail view for each record, with edit and delete
  • Statuses and owners so work does not stall
  • User accounts, so the team signs in
  • An activity history that shows who changed what

Who it's for

  • Small companies that need a tool shaped like their process rather than the other way round.
  • Operations teams running a process on spreadsheets, chat threads or email.

What people use it for

  • Replace the shared spreadsheet behind agency client portal
  • Give each record an owner, a status and a history
  • Let the team log in instead of passing a file around

Questions

Can my team log in?

Yes. Ask for user accounts and Mythex builds sign-in into the app. Each published app has its own users and its own data, and there is no per-seat charge for the app you build.

Can I change the fields later?

Yes — describe the field you want added or removed and it updates, including the database behind it.

Related templates

  • Freelance Invoicing Template — Saved clients with revenue stats
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  • Internal Request Queue Template — Multi-stage approvals with SLA timers
  • Asset Tracker Template — Assign equipment and log depreciation

Build it with AI

  • AI Web App Builder
  • A Vibe Coding Platform Where Apps Ship, Not Just Run
  • AI App Maker: Describe Your App, Get One That Works

More Apps · Start in Mythex

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