Portal: Best Customizable Client Portal Software
Toberu Wilson
With a 3rd person lens, start with a one sentence summary of this project! Who was involved with this project, and what did you create together? Explain this as if no one has heard of this project before.
The Spark ✨
Give your clients a one-stop shop experience with a branded client portal that streamlines messaging, payments, file-sharing, help centers, dashboard access and more.
The Stats 💯
Timeline: 4 weeks
Budget: $5000
Deliverables: Full MVP of ERP/CRM Platform
• Deliverable UI/UX Implementation from figma to bubble (respnsive on all devices)
• Deliverable Custom workflows(User Authentication, Search functionality, filter setup, task and order management, chat integration, payment gateway, status report)
• Deliverable Database structure(page parameter, option sets, unique id, data structure, privacy role, option sets, data filling, preset template)
Instead of setting up separate tools for file-sharing, eSignatures, messaging, and dashboards, we streamlined everything with Portal. Now our clients have a branded client portal for everything.
Bill Barth
President, Provantage
The white label feature is my favorite, I enjoy being able to keep my branding consistent.
The support and community are really great as well, updates are released weekly, with full transparency.
William P.
Business Manager
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Posted Dec 8, 2022
White label client portal software that supports messaging, file-sharing, eSignatures, and payments. Branded client portal. Modular customer portal. Customizab…
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