About Portal

Portal is a client portal solution, which helps marketing agencies, businesses and law, consulting and accounting firms create an online platform for customers to access resources, payments, files and other information. Professionals can customize the portal by adding logos, colors and themes to establish brand identity with clients.

Portal lets marketers build custom landing pages with text, images, search engine optimization (SEO) and other elements using templates. Its knowledge base module allows accounting firms to create a help center with support articles, frequently asked questions (FAQs) and service descriptions. Additionally, businesses can communicate with clients via various messaging channels and receive email notifications about new interactions...


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Supported Operating System(s):

Web browser (OS agnostic)

4 Reviews of Portal

Overall rating

5.00 / 5 stars

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January 2021

Shashi from SKR Law

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Best Portal for Files, Billing and Communication with clients

Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Pros

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

Cons

A nice to have would be an integration with PCLaw.

Reasons for Choosing Portal

Portal provides the most features without requiring any technical expertise to setup and maintain.

December 2020

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Amazing white label file sharing & eSignature solution

We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain.

Pros

Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed.

Cons

It would be great if there were more granular notification settings.

Reasons for Switching to Portal

White labeling capability

December 2020

Nathan from Together software

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Modern client billing portal solution

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before.

Pros

We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well.

Cons

There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature.

December 2020

Matthew from Together

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Best white label billing solution

We are very happy with Portal. Now that customers can pay us from our own website, we know that payment experience we can offer our clients is much more professional. We are especially happy with all the attention to details - things like email notifications, mobile checkout, etc. are all done really well.

Pros

We are very happy with Portal. In less than 15 minutes, we were able to setup functionality that lets our clients pay us on our website. We love all the customization ability (including the ability to use our own domain) because it has helped in reinforcing our brand. Customers are no longer hesitants about paying us.

Cons

The tool could benefit from more payment integrations.