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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
Fast-growing companies can bring their workplaces closer together. Twine is a communication tool for modern workplaces.
Apps such as Knowledge, News & Broadcast and Wellbeing allow you to bring together your people, content, and ideas in one place.
These can be integrated with your existing systems as well: sign-on with Okta or Active Directory, pull files from Dropbox, Google, Box, and many other features. It's modular so you can choose the features that you need and build your ideal digital workplace.
Check out the promo video here: https://www.twineapp.com/feature-video
API Access
Has API
API Access
Has API
Integrations
Active Directory
Airtable
Box
Dropbox
Figma
Google Drive
Google Workspace
LinkedIn
Lynx
Microsoft OneDrive
Integrations
Active Directory
Airtable
Box
Dropbox
Figma
Google Drive
Google Workspace
LinkedIn
Lynx
Microsoft OneDrive
Pricing Details
$69 per month
Free Trial
Free Version
Pricing Details
$6.00/month/user
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
Twine
Founded
2015
Country
United Kingdom
Website
www.twineapp.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
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Intranet
Activity / News Feed
Blogs
Calendar Management
Content Management
Discussions / Forums
Employee Directory
Knowledge Management
Policy Management
Search
Wiki
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Remote Work
Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing