Portal Description
Innovative businesses need a modern client portal. Clients can log in to your website to send messages, sign documents, make payments, and share files. One app for everything you need to run a virtual company, including billing, file sharing and eSignatures, messaging and intake forms. Portal allows you to define exactly what your clients see. Portal can be hosted on your domain. Every pixel will look consistent with your brand. Use our website builder or connect to an existing marketing website to create a page that is optimized for professional services. Your client portal can now include secure file-sharing or eSignatures. Replaces Google Drive and Dropbox, ShareFile, DocuSign, and ShareFile Add the billing module in your portal. Clients will enjoy a customized payment experience. Replaces FreshBooks and Bill.com Add the intake forms module into your client portal. The client intake process can be simplified. Microsoft Forms and Formstack are now obsolete
Portal Alternatives
Onehub
Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes.
You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence.
Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing.
You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal.
Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.
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FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%.
2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required.
Send your first Invite in just five minutes when you sign up for a free account.
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Copilot
Give clients a one stop shop experience with a portal that streamlines messaging and payments, file sharing, help centers, access to custom apps, and more. Copilot is used by tech-enabled businesses of all kinds -- accounting firms and marketing agencies, startups and consulting firms, real estate and other firms -- to deliver a branded and unified experience for clients on the web and on mobile. Consolidate your technology stack. Copilot includes messaging, billing and file sharing, as well as intake forms, eSignatures and help desks. With modularity, you can start with one App and add more as needed. Create branded subscriptions and invoices. Make it easy for your clients to pay their invoices, access them, and manage payment credentials. Stay organized with folders and get contracts signed using eSignature requests.
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Boardable
At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more.
We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform.
Our platform caters to all levels of tech-savvy because we’ve been there. We know your time is better spent on your mission, not learning a complicated new tool. Board management software doesn’t have to be complicated to be powerful. Our solution is ready to use, right out of the box.
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Pricing
Pricing Starts At:
$69 per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Portal
Headquarters:
United States
Website:
www.joinportal.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
24/7 Live Support
Online
Portal Features and Options
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