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Description
Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.
Description
Planview ProjectPlace integrates online collaboration tools with robust project management software, equipping you and your remote team with everything necessary to oversee collective projects and accomplish everyday responsibilities. You can initiate a free trial to discover how effortlessly you can organize team projects, assign tasks, work collaboratively on documents, and monitor your team’s advancement through integrated Kanban boards, Gantt charts, and communication features. With Planview ProjectPlace, you can coordinate and carry out tasks alongside your team, keep track of progress in real-time, and fulfill your objectives using this comprehensive work collaboration platform designed for virtual teams. This platform consolidates a multitude of project management resources in one location, enabling teams to work more efficiently together. Notable functionalities encompass an upgraded Gantt chart planning tool for establishing goals, Kanban boards for managing daily activities, project oversight and reporting capabilities, real-time communication features, virtual meetings, and a host of additional tools to enhance productivity and collaboration. By utilizing Planview ProjectPlace, teams can streamline their workflow and foster a more effective working environment.
API Access
Has API
No
API Access
Has API
No
Integrations
APIANT
No
Box
No
COZYROC SSIS+ Suite
No
Dropbox
No
Gmail
No
Google Calendar
No
Google Docs
No
Google Drive
No
Google Workspace
No
Microsoft Excel
No
Integrations
APIANT
Yes
Box
Yes
COZYROC SSIS+ Suite
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Google Drive
Yes
Google Workspace
Yes
Microsoft Excel
Yes
Pricing Details
$69 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Portal
Country
United States
Website
www.joinportal.com
Vendor Details
Company Name
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/projectplace/
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
File Sharing
Audit Trail
No
Chat / Messaging
No
Collaboration
No
Document Management
No
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
No
User Management
No
Version Control
No
Workflow Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Live Chat
Canned Responses
No
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
No
Website Visitor Tracking
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
