Megatrix Client Portal

Everything about your account. One connected workspace.

Your central place for communication, requests, reports, documents, projects, and the systems powering your growth — organized, and in one place.

Built for existing Megatrix agency clients.

portal.megatrix.io/overview

Good morning — here's what's moving

Sample data

6

Open requests

3

Active projects

9

Unread updates

Recent activity

  • Q3 performance report shared by the reporting team
  • New request submitted: landing page copy revision
  • Contract renewal uploaded to Documents

Connected systems

GoHighLevelGA4SlackGoogle Drive

This week

A preview of the portal — try the sidebar.

Your work shouldn't live in ten different places.

EmailChat threadsSpreadsheetsShared drivesYour CRMProject boardsReporting toolsShared documents

One workspace. One source of truth.

What's inside

A single, organized layer between you and your agency team.

01

Communication

Keep conversations and important decisions organized, in context, and easy to find later.

02

Work

Manage requests, tasks, and projects in a shared space instead of scattered threads.

03

Visibility

See reports, activity, and progress as they happen — not only when someone remembers to send an update.

04

Documents

Keep proposals, contracts, files, and shared materials in one accessible, organized place.

05

Systems

Connect the tools already running your business, so information doesn't have to be re-entered or re-explained.

06

Access

Give the right people the right access — nothing more, nothing hidden.

Inside the workspace

Built around how the work actually happens.

Communication

One thread, not ten inboxes.

Conversations between your team and ours stay attached to the work they're about, so context is never lost in a forwarded email or an old message thread.

portal.megatrix.io/conversations

Growth Team — General

Sample data

You

Can we get the revised proposal by Thursday?

Megatrix team

Yes — sending the updated draft this afternoon.

Megatrix team

Attached the Q3 report for review as well.
Requests

Ask for something. Watch it move.

Submit a request and track it through to completion, instead of losing it somewhere in an inbox or a group chat.

portal.megatrix.io/requests

Open requests

Sample data
Landing page copy revisionIn progress
New ad creative — Q4 launchAwaiting review
Add teammate to workspaceCompleted
Projects & tasks

Know what's happening, and what's next.

See active projects, ownership, and status at a glance — without asking for an update.

portal.megatrix.io/projects

Active projects

Sample data
Website redesign72%
Q4 campaign build-out41%
CRM automation setup88%
Reports

The numbers that matter, in one place.

Bring the reporting that matters to your business into a single, organized view instead of a stack of exported files.

portal.megatrix.io/reports

Performance overview

Sample data
Week 1Week 8
Documents

Contracts, proposals, files — findable.

Every shared document lives in one workspace, so nobody has to search their inbox for the version that actually matters.

portal.megatrix.io/documents

Shared documents

Sample data
Master Services Agreement.pdfContract
Q3 Growth Proposal.pdfProposal
Brand Assets — 2026.zipFiles
Renewal Terms.docxContract
Integrations

Your tools. Connected.

Megatrix connects to the systems your business already runs on — bringing the data and activity from each one into a single view, without replacing the tools you rely on.

GoHighLevel

CRM & automation

Meta Ads

Paid social

Google Ads

Paid search

GA4

Analytics

Google Tag Manager

Tracking

Google Drive

File storage

Slack

Messaging

Monday

Work management

More integrations are added as the platform grows.

Access & control

Everyone sees what they need. Nothing they don't.

Reports, conversations, billing, documents, and projects are all scoped by role. Your organization controls who on your team sees what — without anyone needing to manage complicated settings.

  1. 1

    Agency Owner

    Full organization oversight

  2. 2

    Agency Team

    Scoped to assigned clients

  3. 3

    Client Organization

    Its own workspace

  4. 4

    Client Admin

    Manages team & access

  5. 5

    Client Team

    Scoped to their work

Security & trust

Designed around clear boundaries.

Controlled access

Every workspace is scoped to the organization it belongs to — nothing is shared by default.

Role-based permissions

Access to reports, billing, documents, and conversations is granted by role, not by default visibility.

Protected account access

Sign-in is built around a dedicated authentication architecture designed for account-level protection.

Clear ownership boundaries

Your organization's data belongs to your workspace — separated cleanly from every other client on the platform.

Built for the way we work

Less chasing. More clarity.

The portal exists to make it easier to know what's happening, send a request, find a document, review work, or get an answer — without a search through old messages.

01

Request

Ask for what you need

02

Work

It moves into action

03

Updates

You see it progress

04

Reports

Results come into view

05

Review

You weigh in

06

Next action

The work continues

Your workspace is ready.

Access your Megatrix workspace to see your projects, communication, reports, documents, and connected systems.