Built for modern agencies

Scale your agency with
MeroSanstha

Send your client a link. Get notified on Slack. Data lands in your Sheet. Done.

Automate client intake, manage files, and deliver a professional onboarding experience — without the email chaos.

2 daysAvg. Onboarding
0Follow-up emails
5 minSetup time
Interactive Showcase

From client chaos to one link — in 5 minutes

Say goodbye to messy email threads and expired shared drives. Explore the seamless onboarding experience your clients and team deserve.

portal.apexstudio.co/onboard/acme-corp
A

Apex Creative Studio

Verified Portal

Client: Acme Corporation · Brand Strategy & Web

Onboarding Progress75%
👋

Welcome aboard, Sarah!

We have tailored this onboarding checklist for your Q2 launch. Complete the remaining step below and our team will immediately kick off your project.

1. Company Profile & Target Audience

Form responses submitted

Completed

2. Brand Assets & Logos

2 files safely stored

2 files
brand-vector-logos.zip(4.8 MB)
typography-guide.pdf(1.2 MB)

3. Grant Google Analytics & Meta Ad Access

Click to toggle

Invite partner ID: agency@apexstudio.co

Needs Action

4. Master Service Agreement (MSA)

Built-in digital e-signature

Signed May 12
🔒 256-bit encrypted intake portalPowered by MeroSanstha

Want to streamline your onboarding? Start free with MeroSanstha — set up your first portal in 5 minutes.

The Problem

Your onboarding is
losing you clients

Messy folders and endless email chains lead to slower start dates and 44% of clients dropping off in the first 30 days. It's time to systematize.

Endless email chains

Chasing clients for logos, passwords and questionnaires. You're a project manager, not a follow-up machine.

Lack of mutual trust

Sending Google Forms or Notion links screams freelancer — not the 6-figure agency you're building.

Look unprofessional

Manual Google Drive folders make you look like a freelancer, even if you run a thriving team.

Start from scratch every time

No process, no checklist, no consistency. You rebuild the same onboarding flow for every single client you sign.

Process

From signed contract to
work started in 48 hours

01

Pick your template

We've done the heavy lifting. Choose the workflow your clients need, or customize your own from scratch in minutes.

02

Invite your client

Add your client's name and email. They get a magic link — no login, no signup, no friction. Just click and go.

03

Watch it complete itself

Clients fill forms, upload files, sign contracts. You get notified on Slack. Data lands in your Sheet. Done.

Features

Everything your agency needs.
Nothing you don't.

Branded Experience

Your colors, your logo, your fonts. Build trust from the very first interaction — not the third invoice.

Magic Links

Clients get a personal link. No account needed — one click and they're in. Completion rates go through the roof.

Instant Slack Notifications

The moment a client submits, you know. No dashboard refreshing — just a clean Slack ping and you're off.

Google Sheets Sync

Every response flows straight into your Google Sheet. Your data, your format — shareable with the team instantly.

Auto Reminders

Set it once and forget it. MeroSanstha nudges clients so you never send that awkward "just checking in" email again.

White-label Portal

Launch your first onboarding portal in under 5 minutes with our pre-built agency templates.

TestimonialsEarly User Feedback

Loved by forward-thinking creatives

"MeroSanstha made client onboarding much smoother for my design projects. Instead of chasing files and brand details through messages, everything comes in one place."
D

Deeksha Chhetri

Graphic Designer • Freelancer

"MeroSanstha helped us simplify client onboarding and made the whole process look more professional. Instead of endless follow-ups, clients can submit everything through one clean portal."
A

Abhishek Nepal

Founder, Dantakali Tech • Digital Marketing Agency

"I usually handled onboarding manually, which wasted time. MeroSanstha helped me collect requirements faster and start projects with more clarity."
S

Sujan Pokharel

Full Stack Developer • Freelancer

"Client onboarding was always messy with scattered emails and missing details. MeroSanstha gave us a cleaner system that saves time."
A

Aayush Karki

SEO Consultant

"I love how simple it is for clients. One link, clear steps, and fewer follow-ups for me. It feels much more professional."
N

Nisha Gurung

Social Media Manager

Are you using MeroSanstha?

Help us improve by sharing your experience with MeroSanstha.

Write a review
Pricing

Simple, honest pricing

Start free. Upgrade when you grow. Cancel anytime.

Starter

$0/mo

Try the product

2 client portals
1 onboarding workflow
Basic form + file uploads
View responses dashboard
Best Value

Essentials

$9/mo$12

Start working with real clients (LIMITED)

Full dashboard access
Up to 15 clients
Auto email reminders
File uploads (increased storage)
Field toggles (basic customization)
Direct Founder Support

Pro

$19/mo$29

Scale your agency without limits

Unlimited clients
Custom branding (colors)
Personalized dashboard
Google Sheets sync
Advanced reminders
Slack notifications
Integrations (Webhooks)
Priority WhatsApp support
FAQ

Questions? We've got
answers.

No. We use secure magic links. Your clients just click the link in their email and they are instantly logged into their specific portal. Absolutely no passwords required.
Once you connect your workspace, you'll receive a direct ping in your chosen Slack channel the exact moment a client completes their onboarding steps or uploads a file.
Everything is stored securely. You can view all responses and files directly in your MeroSanstha dashboard, and automatically sync the data straight to your Google Sheets.
Yes. All Pro and Essential plans feature complete white-labeling. Your clients see your logo, your chosen colors, and a premium experience.
MeroSanstha will automatically follow up with polite, automated email nudges at intervals you choose (e.g. every 48 hours), ensuring you don't stall your projects.
Basic forms are just for collecting raw data. MeroSanstha provides a structured, branded portal experience specifically designed for B2B interactions, complete with progress tracking, file management, and built-in e-signatures.