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.
Replies
Best
Portal is a great product, couldn't imagine going back to what we previously used. Provides great functionality with a clean user interface and they're always improving too! Well worth the money.
Report
Interesting product, and I'm all about improving the UX of working with us. But we're not going to start manually creating invoices in another tool (we're deeply set up with Quickbooks). We're not likely going to use _another_ communication tool when everyone's already in email, and almost everyone's in Slack (unfortunately). And we already have our PM platform (ClickUp) and our various documentation tools (GDocs, Pitch, ClickUp Docs). And I don't see anything in Portal about keeping clients apprised of status (what's been worked on, what's being worked on, what's needed of them), which is the core of what I'd want them to see on a portal I'd ask them to visit regularly.
Without _integrating_ with these other tools, it seems like you're not fulfilling the core premise of centralizing communications. Rather you're providing _another_ tool for the stack.
Your pricing screams "agency" but the feature set screams "freelancer". At the price point you're at, there doesn't seem to be _nearly_ enough value here. Yet. :)
But I LOVE this idea… I'll keep an eye on your evolution. (And all this sounded harsher than I meant it; more I hope you'll take it and build the tool I want to pay for :D)
?makers
@lee_fuhr hi - thx for the feedback! A few things:
1/ QuickBooks integration: Coming in 3 weeks. With that, you'll be able to create invoices/subscriptions in the Portal and data is sent to your QuickBooks account.
2/ Communication: Most the people that adopt Portal previously use email for client comms (agree with you that Slack is standard for internal comms). With our messaging module, you don't need to use email directly anymore. To be clear, when you send a message to someone in the portal, if they are not active, we do sent them email notifs automatically. But with this setup your client has all their comms with you in one place.
3/ ClickUp &Project tracking: We don't mention this on our website because the feature is still in beta, but we just launched our dashboard module. That lets you assign a ClickUp dashboard to a client and your client will see it in your portal. More details here: https://www.getrevue.co/profile/...
With (1), (2), and (3) above, your client signs into your portal and has one place from where they can pay you, talk to you, and track projects.
Definitely want to engage further on this if you think the above is not sufficient. Thanks again for the feedback. :)
Report
This is awesome! Great product, very needed for the myriad professional services firms startups need to use all the time!
Report
This definitely seems a promising product!
Report
👏Any chance you could adapt it to work with Webflow e-commerce?
@francois_carlier can you say a bit more about how you'd envision that to work?
Report
@marlonmisra Since @webflowapp is an amazing no code solution for building cool and customized websites, including web shops, it's still lacking customer account feature:
- order information
- order history
- billing/shipping information
- invoices
- order tracking
- ...
Your UI is really cool and to have such an elegant customer account for e-commerce would be great.
@webflowapp@francois_carlier Thanks. We use Webflow - big fans! What you're describing seems clearly useful but requires a lot of new work & integrations with webflow, so unfortunately I don't think we can tackle this soon.
Replies
Assembly
Assembly
Assembly