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Wayfront review

#28 of 31 in Customer Portal SoftwareProfessional Services CRM Software

A broad agency workspace for portals, service delivery, CRM, support, and payments.

6.6/10Editor score
Wayfront6.6 Visit Wayfront

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Wayfront is a web-based customer portal platform for digital marketing agencies selling repeatable or productized services. It brings client purchasing, payment collection, intake, project tracking, file sharing, messaging, helpdesk functions, subscriptions, reporting, and CRM into one branded workspace. Agencies can give clients a place to submit briefs and files, follow work progress, view reports, communicate with the team, and access recurring services. White-label portals and custom domains support agencies that want the client experience to carry their own brand.

Pricing is structured around agency scale and operating needs. Base costs $129 per month with monthly billing or $99 per month when billed annually. It includes a white-label client portal, unlimited clients in the CRM, project and task management, forms with rules, 40+ agency tool integrations, and the Wayfront AI Assistant. Pro costs $299 per month on monthly billing and adds client coworkers, Slack notifications, a portal template editor, advanced integrations, and white-label reseller mode. Plus is aimed at scaling agencies and includes 50+ team members, an API, priority Slack support, custom SLAs, and custom automations. A 14-day trial is available, but there is no free plan.

Wayfront’s main strength is breadth for agencies that want client-facing delivery and internal operations connected in one system. Stripe supports payment collection, while Claude, ChatGPT, Zapier, Make, Slack, and Agency Analytics extend AI, automation, communication, and reporting workflows. That breadth is most relevant to teams managing fixed-scope or recurring services rather than one-off client projects. Agencies should choose Wayfront when they need branded portals alongside CRM, support, intake, billing, and delivery management. Teams seeking a free entry tier, native mobile access, or a narrower portal tool may find its paid, web-only structure less suitable.

Wayfront pros and cons

  • Where it wins
    • Combines branded portals, CRM, projects, files, helpdesk, and payments
    • Base includes unlimited clients and 40+ agency tool integrations
    • Supports recurring services, client-visible progress, reporting, and AI workflows
  • Where it doesn't
    • No free plan; annual billing starts at $99 per month
    • Pro costs $299 per month on monthly billing
    • Web-only access may not suit teams needing native mobile apps

Wayfront fact sheet, pricing and score →

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