About Portal

Leading client portal solution that is designed for modern businesses. With Portal, you can let your clients login on your website and give them one place for files, eSignatures, payments, messaging, intake forms, and more. Your client portal is fully customizable and can be hosted on your own domain.

Pricing starting from:

US$69,00/month

  • Free Trial
  • Subscription

Key benefits of Portal

- Modules for file-sharing, eSignatures, billing, messaging, intake forms, knowledge base, and more
- Fully customizable white-label solution that lets you connect a custom domain
- Modular design makes it possible to only turn on the modules you need
- Modern design on mobile and web with real-time notifications
- Ability to connect an existing marketing website or create a new one with our marketing website builder

Devices

Business size

S M L

Supported Languages

English

Pricing starting from:

US$69,00/month

  • Free Trial
  • Subscription

Images

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Features

Total features of Portal: 55

  • ACH Payment Processing
  • Access Controls/Permissions
  • Alerts/Notifications
  • Auto-Responders
  • Billing & Invoicing
  • Billing Portal
  • Cataloging/Categorization
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Security
  • Document Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Encryption
  • File Management
  • File Sharing
  • File Transfer
  • Full Text Search
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Knowledge Base Management
  • Labeling
  • Landing Pages/Web Forms
  • Messaging
  • Mobile Access
  • Mobile Payments
  • Multi-Channel Communication
  • Multiple User Accounts
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Real Time Notifications
  • Real Time Synchronization
  • Real-Time Chat
  • Real-time Consumer-facing Chat
  • Recurring/Subscription Billing
  • SEO Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Text Editing
  • Third Party Integrations
  • Transcripts/Chat History
  • Unified Directory

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Reviews

Overall rating

4,9 /5
(15)
Value for Money
4,9/5
Features
4,9/5
Ease of Use
4,8/5
Customer Support
4,8/5

Already have Portal?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 15
Shashi R.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Portal for Files, Billing and Communication with clients

Reviewed on 2021/01/06

Everything from starting a conversation in the messaging module to sharing files and finally...

Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Pros

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

Cons

A nice to have would be an integration with PCLaw.

Nathan G.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Modern client billing portal solution

Reviewed on 2020/12/13

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we...

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before.

Pros

We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security.

So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well.

Cons

There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature.

Ivan Z.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Messaging, file-sharing, and billing in one place!

Reviewed on 2021/03/12

We have tried so many customer portal products and what sets this one apart is modern design that...

We have tried so many customer portal products and what sets this one apart is modern design that is expected in 2021. To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount.

Pros

We are very happy with Portal so far. In the past, we used separate services for messaging (Intercom), file-sharing (Dropbox), and billing (Bill.com), but Portal brings all three together in a way where clients just have to manage a single account. The best part is that our portal is fully customizable (log in screens, color scheme, emails, etc.) and that we can connect a custom domain.

Cons

We are waiting for the QuickBooks Online integration. The team has said will be delivered in the next 6 weeks.

Sharif S.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 501-1 000 Employees
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Professional white-label solution for communicating with clients and sharing information...

Reviewed on 2021/03/17

Pros

Quick to set up and looks really good and professional, inexpensive and way less hassle than building something from scratch. Easy to manage large numbers of clients at a time.

Cons

Would like more features to further customize my site.

Verified Reviewer
Overall rating
  • Industry: Design
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing white label file sharing & eSignature solution

Reviewed on 2020/12/18

We were looking for a solution that lets us share contracts with clients and get them signed....

We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain.

Pros

Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed.

Cons

It would be great if there were more granular notification settings.

Showing 5 reviews of 15 Read all reviews

Portal FAQs

Below are some frequently asked questions for Portal.

Portal offers the following pricing plans:

  • Starting from: US$69,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Portal is offered across three pricing plans, outlined below. $69 per month $169 per month Large organizations: Contact Portal Technologies directly for pricing information

We do not have any information about Portal features

Portal has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Portal supports the following languages:

English

Portal supports the following devices:

Portal integrates with the following applications:

Calendly, QuickBooks, Stripe

Portal offers the following support options:

Email/Help Desk

Related categories

See all software categories found for Portal.