With Portal, let your clients login on your own website and give them one place for payments, messaging, file-sharing, eSignatures, intake forms, and more.
Thanks @katmanalac for hunting us!
Hi everyone. Marlon here, cofounder and CEO at Portal. Over a 2-year period working on startups, we gained a lot of experience working with service providers - agencies, bookkeepers, lawyers, engineering firms, accountants, etc. - and we *always* found that from our perspective (as the client) the experience felt disorganized with separate tools communication, file-sharing, payments, etc.
We started Portal because we envisioned a world where we could just go to our service provider's website, login, and have everything unified in one place. Portal is one integrated solution that lets your clients:
💳 Pay invoices and track subscriptions
💬 Message you
📁 Securely share files
✍️ Complete eSignature requests
❓ Complete intake forms
Just like your marketing website, we think that your portal is a direct reflection of your brand. And so we made sure that it feels modern, is fast, and is customizable in a way where it can look exactly like your own brand.
There's a free trial and sign up only takes 2 minutes, so we hope you try it out!
@shawn_vo it's really customizable. You can:
1. Connect a custom domain
2. Set your color scheme.
3. Set your logos and icons
4. Setup a custom sign in/sign up screen.
Your customizations also extend beyond the product to cover email notifications, etc. Basically we want your portal to look as though it was custom built for you.
Hey Marlon and the rest of the rest of the Poral congratulations on Launching.
Anyone thinking of using Portal I can say that we have been using it with clients for about 6 months or so and its been really useful for communications, sharing info/files/billing and also lead capture with people interested in talking to us for the first time. Can't wait for all the new options/tools coming up to go live.
Hello Marlon congratulations! Seems to be a cool product. We are not in the target group, but I will definitely remember and recommend your solutions to the agencies we work with!
@ffumarola Thanks! We've seen a lot of customers switch from platforms like suitedash and are working on new features to target specific verticals. We just released a Dashboard module in beta that a lot of property managers using appfolio would really like.
I'm glad that my accountant started using Portal after I recommended it to him. The combined messaging, file upload, and signature features made doing taxes this year 10x better than the last few years. Going to be recommending this to every agency I work with :)
I've kept an eye on the portal space for years when building them for clients. This looks like a game-changer! Great work on the design and functionality!
This looks awesome but too rich for my blood. I'm only starting out with freelancing and clients are few and far between just now. Have you considered a free / considerably less expensive tier and capping it based on number of clients or revenue to limits that are pretty low? It would allow people like me to get in at ground level and grow with you as our own ventures grow.
Big fan of portal! Very smooth interface, top tier engineering, and fantastic customer support. I’ve been raving about it to all my peers in my field, it’s really that good!
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