While Modules provide a powerful foundation for any business, you can use Portal Extensions to extend your client portal with products you already use. You can add global Extensions where all clients see the same thing (like a calendar booker) or add client-specific extensions (like project dashboards). Extensions show up on the sidebar and have a custom name and icon.
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."
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