Portal
The client portal that works like magic.
Overview
Portal is a no-code platform that allows businesses to create a seamless, unified client portal by embedding and connecting their existing tools. Instead of replacing tools like Stripe, Intercom, or Google Drive, Portal brings them together into a single, branded, and secure place for clients to log in. This provides a modern, app-like experience for clients to access everything they need, from billing and files to messages and e-signatures.
✨ Key Features
- Unified Client Dashboard
- Embeddable Modules (Stripe, Intercom, Airtable, etc.)
- Secure Messaging
- File Sharing
- Billing & Invoicing Integration
- Custom Branding
- No-code setup
🎯 Key Differentiators
- Modern, intuitive user experience
- Highly extensible with app embeds and a developer SDK
- Modular design allows users to enable only the features they need
Unique Value: Portal provides a beautifully designed, modular, and extensible platform that allows businesses to create a truly all-in-one, custom-branded client portal.
🎯 Use Cases (4)
✅ Best For
- Agencies creating portals for project management and billing
- Accountants providing a secure space for file sharing and communication
- Startups offering a unified dashboard for their customers
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses that do not use existing cloud-based tools
- Companies looking for an all-in-one solution that includes the underlying tools themselves
🏆 Alternatives
Portal's modern interface and deep extensibility (including an SDK) set it apart, offering a level of customization and integration that makes it feel less like a third-party tool and more like a native part of the business.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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