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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
Develop tailored software solutions that enhance collaboration among your partners, team members, and clients. Quickly generate applications that leverage your existing data. Enable your customers, clients, and partners to access services through a personalized portal. Design it according to your vision; the possibilities are endless. Seamlessly construct robust software interfaces for your organization's data in just minutes, eliminating the need for developer intervention. Take charge of the software, ensuring it aligns with your business needs rather than the other way around. Pre-packaged software often fails to accommodate your unique requirements, just as it does for others. Achieve unparalleled control over who can view and modify your data, with adaptability that grows alongside your business. Distribute your data efficiently to those who require it. Collaborate effectively with your colleagues, integrate various data sources, and share your applications with team members, clients, and partners alike while fostering a more cohesive working environment. This approach not only streamlines processes but also enhances overall productivity within your organization.
API Access
Has API
API Access
Has API
Integrations
Airtable
Google Sheets
Nekton.ai
Salesforce
Stackreaction
Pricing Details
$69 per month
Free Trial
Free Version
Pricing Details
$79 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Portal
Country
United States
Website
www.joinportal.com
Vendor Details
Company Name
Stacker
Founded
2017
Country
United Kingdom
Website
www.stackerhq.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Live Chat
Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
App Makers
Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management
Mobile App Development
Access Controls / Permissions
Any App Development Language
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Drag and Drop Editor
Enterprise Mobility (EMM/MAM)
FaceID and TouchID
For Consumer Apps
For Enterprise Apps
Integration Options
Mobile App Security
Multi-Factor Authentication (MFA)
Multiple Apps from Same Base
No Dependencies
No-Code
Reporting / Analytics
Single Sign-On (SSO)
Source Control
Visual Editor
No-Code Development
AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search