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Run a modern services business

Run a modern
marketing agency

Combine messaging, payments, file-sharing, help centers, and custom apps with a branded portal and provide clients a streamlined experience.

14 day trial. No credit card required.
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CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Integrated experience

Everything streamlined in one place

Provide a streamlined experience. Clients login on your own app to interface with you. One unified client portal for payments, file-sharing, messaging, and more.

Unified platform

A fully integrated suite of modules

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Secure communication for you and your clients. Replaces email and Intercom.

File

Share files and request eSignatures. Replaces Google Drive, Dropbox, and DocuSign.

Invoices, subscriptions, and streamlined checkout for your clients. Replaces Bill.com.

Web Forms

Create forms to streamline the client intake process. Replaces Google Forms.

Web Knowleadge

Create rich text, image, and video content as a value-add service for your clients.

Unified platform

A fully integrated suite of modules

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Extensions

Connect anything with Extensions

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.

Project tracking

Connect Kanban boards from tools like Airtable and Monday.com to give your clients real-time visibility on projects.

See all Extensions

Dashboards

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.

See all Extensions

Tickets

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.

See all Extensions

Meetings

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.

See all Extensions

Videos

Connect YouTube or another streaming service to give clients instant access to your video library or playlist.

See all Extensions
Reviews

Portal is the industry leader on G2 and Capterra

Portal is consistently rated the highest scoring client portal solution—recognized for its customizability, security, design, and speed of innovation.

4.9 / 5.0
G2 rating
4.9 / 5.0
Capterra rating

"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."

Bill Barth
,
President

"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."

Mark Waller
,
Founder

"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."

Karine Hsu
,
Partner

"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."

John Methion
,
Co-Founder & Principal

"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"

Lyndsay Aaroinrd
,
Chief Marketing Officer
preovantage
morem waller
shenhav konforti
smartify
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Over 1,000 businesses trust Portal’s all-in-one solution.

Simple per-seat monthly pricing with no hidden fees.