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.
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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.
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