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Give your clients a one-stop shop experience with a branded client portal that streamlines messaging, payments, file-sharing, help centers, dashboard access and more.
Over 1,000 companies — from solopreneurs to large firms — use Portal’s client portal software
Instead of asking your clients to juggle multiple accounts and logins, provide a one-stop shop experience. Give clients one account for messaging, file-sharing, payments, and more.
Share files and request eSignatures. Replaces Google Drive, Dropbox, and DocuSign.
Invoices, subscriptions, and streamlined checkout for your clients. Replaces Bill.com.
Create rich text, image, and video content as a value-add service for your clients.
Secure communication for you and your clients. Replaces email and Intercom.
Share files and request eSignatures. Replaces Google Drive, Dropbox, and DocuSign.
Invoices, subscriptions, and a streamlined checkout experience. Replaces Bill.com.
Create forms to streamline the client intake process. Replaces Google Forms.
Create and organize text, image, and video content for your clients. Replaces Zendesk.
Connect any dashboard. Works with Google Data Studio, Databox, ClickUp, and more.
While Modules provide a powerful foundation for any business, you can use Portal Extensions to extend your client portal with products you already use. Extensions show up on the sidebar and can be given a custom name and icon.
Connect Kanban boards from tools like Airtable and Monday.com to give your clients real-time visibility on projects.
Connect dashboards from tools like Google Data Studio, Google Sheets, Databox, and Tableau. Instead of manually sending out reports via email, connect your dashboards and give clients real-time access.
Connect an Airtable form or other ticketing system to make it easy for your clients to submit support tickets, make requests, kick off projects, and more.
Connect Calendly or another scheduling tool to make it easy for clients to schedule time with you directly in your portal. If you have different tiers of clients, you can connect different scheduling links for different customer groups.
Connect YouTube or another streaming service to give clients instant access to your video library or playlist.
Automations save your team time and modernize the customer experience. With millions of possible automations, streamline onboarding, automate repetitive tasks, connect external tools, and more. Use Zapier of the box or use our powerful APIs for full control.
Automatically start an automation when an event occurs in your portal or externally.
Set up route flows to define whether a follow-up action needs to be taken. Use any default or custom attribute like company_size, industry, etc.
Set up automated actions that will pull and push data from your connected apps in the ways you define.
Automatically start an automation when an event occurs in your portal or externally.
Automatically start an automation when an event occurs in your portal or externally.
Automatically start an automation when an event occurs in your portal or externally.
Our REST APIs and Webhooks make it easy to interact with data in your portal. You can use our API to setup internal automations or to connect external tools like HubSpot and Salesforce.
Explore our API Reference documentation to learn how to interact with Portal resources.
Embed your own web app into your portal and dynamically render data based on the authenticated client user.
Portal is consistently rated the highest scoring client portal solution— recognized for its customizability, security, design, and speed of innovation.
"Instead of setting up separate tools for file-sharing, eSignatures, messaging, and dashboards, we streamlined everything with Portal. Now our clients have a branded client portal for everything."
"Portal amplifies our brand and makes us look more professional. With expansive customization options and the ability to connect custom domains, clients feel at home and more secure interfacing with us."
"We spent 2 years building a custom portal and vastly underestimated how much work it takes to support. Switching to Portal worked out great because the software is modular and let us connect our own systems."
"Our team cumulatively saves hundreds of hours each month on support time. This is happenening because clients have fewer IT issues, have self-serve access to files and messages, and no longer need to manage multiple accounts."
"At vero eos et accusamus et iusto odio dignissimos ducimus, qui blanditiis praesentium voluptatum deleniti atque corrupti, quos dolores et quas molestias excepturi sint, obcaecati cupiditate non provident, similique sunt in culpa"
