# Run every client relationship from one place From the first order to onboarding, delivery, billing, communication, retention, and growth, Axumind brings your client lifecycle together in one platform. ## Platform capabilities ### Your agency gets the workspace. Your clients get the experience. Axumind surrounds every client interaction with a white-labeled experience. Clients log into their own branded space to discover services, check project progression, submit feedback, download deliverables, and manage billing. - Custom domain & full agency white-labeling - Dedicated client dashboard with real-time status - Multi-user client organizations & team coworkers - Self-service ordering, files, invoices, and performance ### Sell services through a client experience built for agencies. Structure your agency offerings into transparent service catalogs. Whether you deliver one-off fixed deliverables or recurring retainers, Axumind handles service selection, structured order forms, and online checkout in one flow. - Productized one-time and recurring service catalog - Custom intake forms attached directly to service purchases - Seamless multi-provider online checkout - Store credits, discount coupons, and flexible signup options ### Start every engagement with the context your team needs. Axumind bridges the critical gap between sale and delivery. Collect structured briefs, brand assets, and technical requirements through tailored onboarding forms that automatically attach to the client's organization and order history. - Custom drag-and-drop form builder for any service - Structured requirements & file collection - Automated kickoff onboarding checklists - Unified client context attached to project records ### Move every engagement from kickoff to delivery without losing client context. Manage client projects without having to maintain separate internal boards and external status update decks. Assign tasks to team members, set milestones, submit final deliverables, and let clients review and approve work directly. - Client-linked project workspaces with milestone tracking - Team task management, ownership, and due dates - Client deliverable submissions with structured approval states - Real-time client progress visibility without manual status emails ### Keep questions, updates, and support requests out of scattered inboxes. Axumind connects communication directly to client organizations, orders, and projects. When a client opens a ticket or leaves feedback, your team immediately sees their active services, deliverables, and recent history. - Structured support ticketing system for client inquiries - Complete conversation history tied to client organizations - Internal team context and collaborative resolution - Automatic email notifications for client and agency updates ### Keep the files clients need in the same environment as the work itself. Following our comprehensive files architecture rebuild, Axumind provides independent agency-owned and client-owned file spaces. Share specific folders, inherit permissions, preview rich assets, and conduct bulk file operations securely. - Clean separation between agency workspace and client files - Granular folder sharing with inherited permissions - Instant in-browser previews and bulk ZIP downloads - Independent resource copies ensuring client file isolation ### Keep services, payments, and client billing part of the same workflow. Axumind treats billing as an organic part of the client lifecycle. Collect payments through modern gateways, configure recurring subscriptions, and manage formal invoices with transparent status tracking. - Multiple payment gateways: Stripe, PayPal, Crypto, and local providers - Automated checkout and recurring subscription workflows - Dedicated client billing portal for receipts and balances - Invoice generation & PDF management (available on Growth and Pro) ### Bring the numbers behind client growth into the same relationship where the work happens. Axumind brings advertising and website metrics into the exact same platform where your clients review work. Connect major advertising and analytics platforms to display unified overviews, channel tabs, and custom KPIs with verified data sync status. - Client-facing performance overview with custom KPIs - Channel tabs for Google Ads, GA4, Meta Ads, Search Console, and GBP - Transparent connection health and sync status indicators - Consolidated reporting without external dashboard subscriptions ### Turn completed work into the next client opportunity. Client relationships should not end when a project wraps up. Axumind provides built-in tools to transition one-time buyers into recurring retainers, offer easy catalog add-ons, and incentivize clients to refer new business with dedicated referral tracking. - Recurring retainer transition workflows - One-click repeat purchases through catalog add-ons - Structured client referral program with reward tracking - Prepaid client store credits and promotional incentive codes ### Run the agency side of every client relationship from the same workspace. Behind the client portal sits the comprehensive Agency Workspace. Manage your team members, allocate seat assignments, organize client organizations, review business revenue analytics, and coordinate operations across all active engagements. - Team member management with role permissions and seat allocations - Multi-tenant client organization directory and segmentation - Agency revenue analytics and operational command center - Global workspace controls: search, filtering, and bulk operations ## About Axumind Axumind is client operations software for digital agencies, combining service catalogs, client portals, project delivery, communication, and billing.