# Axumind Features Explore the tools Axumind provides for agency client operations. ## Your agency gets the workspace. Your clients get the experience. Give every client a branded, professional destination to engage with your agency. 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. ### Client Portal - Branded client portal - Client dashboard - Client-facing navigation - Service discovery & order access - Project milestones & deliverables view - File exchange & approvals - Invoices & payment records - Performance metrics access ### Client Accounts & Coworkers - Client organization profiles - Client organization users - Client coworkers and stakeholders - Role-aware client access permissions ### White-Label & Identity - Custom domain mapping - Agency logo & brand color customization - Branded notification emails - Option to remove Powered by Axumind - 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. Turn the services you sell into structured, productized client workflows. 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. ### Service Catalog - Structured service catalog - Rich service descriptions & deliverables scope - Tiered service pricing & add-ons - Configurable service options & packages ### Ordering & Checkout - Integrated service order forms - Guest and registered checkout workflows - Multi-service basket purchasing - Automated order confirmation & tracking ### Service Models & Sales Controls - One-time project packages - Recurring monthly & annual services - Promotional coupon codes - Prepaid client store credits - 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. Turn a new purchase into a properly prepared, kick-started client project. 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. ### Client Intake - Tailored service intake forms - Detailed requirements gathering - Client creative briefs - Service-specific input validation ### Onboarding Flow - Guided new-client setup flow - Required vs. optional intake steps - Document and asset submission checkpoints - Instant notification when intake completes ### Client Context - Client organization profiles - Order requirement history - Intake data persistent in delivery workspace - 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. Turn client work into structured, trackable execution and transparent progress. 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. ### Projects & Milestones - Client-associated projects - Project status progression - Milestone roadmaps - Delivery phase tracking ### Tasks & Ownership - Task assignment across agency team members - Task statuses, priorities, and deadlines - Context-linked task details - Team workload distribution ### Deliverables & Approvals - Final deliverable submissions - Client review and formal approval workflow - Client approval states (Pending, Approved, Revision Requested) - Transparent progress reports - 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. Keep all client conversations and tickets attached directly to the relationship. 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. ### Client Communication - Client-facing communication feed - Searchable conversation history - Project and order contextual dialogue - Client milestone update feeds ### Support Ticket Desk - Structured client support tickets - Ticket prioritization & status tracking - Resolution workflows - Client-accessible ticket overview ### Notifications & Team Context - Activity notifications for client and team - Email alerts for critical project events - Internal team collaboration on client requests - 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. Give agencies and clients a structured, permissions-aware home for all assets. 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. ### File Organization & Storage - Hierarchical folder management - Fast file search, sorting, and filtering - Agency-owned internal file repositories - Client organization document folders ### Sharing & Permissions - Direct file sharing with client accounts - Inherited folder access permissions - Effective access visibility - Client deliverable download zones ### File Operations & Integrity - High-speed browser file preview - Bulk selection, move, and batch deletion - ZIP archive bulk download - Isolated copies between agency and client scopes - 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. Connect what your agency sells to how your clients pay, without manual reconciliation. 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. ### Payments & Checkouts - Seamless online checkout - Real-time payment status tracking - Transaction history & payment confirmation - Integrated client payment methods ### Billing & Invoicing - Automated invoice generation (Growth+) - Invoice PDF download & sharing - Client self-service invoice access - Outstanding balance tracking ### Recurring Billing & Gateways - Recurring monthly & annual subscription billing - Multiple supported payment gateways - Stripe, PayPal, Coinbase Commerce, NOWPayments - Paystack, Razorpay, 2Checkout integrations - 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. Give clients clear visibility into marketing and advertising performance alongside deliverables. 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. ### Performance Dashboard - Executive performance overview - Channel-specific performance views - Client-accessible performance reports - Agency-wide performance monitoring ### Connected Channels - Google Ads performance metrics - Google Analytics 4 (GA4) traffic & conversions - Google Search Console organic search data - Meta / Facebook Ads campaign results - Google Business Profile local insights - Google Tag Manager event tracking ### KPIs & Reporting - Custom agency KPI scorecards - Transparent sync status & provider health - Comparative performance timeframes - Client-ready visual summaries - 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. Keep client relationships expanding beyond the initial deliverable. 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 Services & Retainers - Subscription retainer packages - Ongoing maintenance offerings - Automated renewal billing - Predictable recurring agency revenue ### Referrals & Affiliate Rewards - Unique client referral links - Referral conversion tracking - Client referral reward management - Transparent client reward balances ### Credits & Incentives - Prepaid client store credit balances - Promotional coupon codes - Quick repeat service ordering - Loyalty incentive promotions - 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. Equip your team with the administrative control, security, and visibility needed to scale. 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 & Seat Management - Team member directory - Plan-based seat allocations (2 in Starter, 5 in Growth, 15 in Pro) - Additional team seat options - Project and task team ownership assignment ### Client Organization Directory - Client organization profiles & histories - Multi-user client organization management - Organization-level filtering and status views - Client activity logs ### Workspace Controls & Analytics - Agency command center dashboard - Comprehensive revenue and order analytics - Global search, sorting, and multi-filter views - Batch selection and administrative controls - 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.