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About Portal

Portal amplifies the brand by letting clients login on to their own website to send messages, share files, make payments, and more. Portal Provide a streamlined experience Portal can help to grow sales, save time, and improve client relationships. And to start with just one module, and enable more over time. Portal Create articles with text, images, and video content for the clients.

Screenshots & Videos

Billing
Form title
Conversation

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Business Hours, Online

Portal Features

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Electronic Signature

Helps users electronically sign their digital documents

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

File Sharing

A simple way to share files instantaneously with the team

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Dashboard

A digital insight of reports and other workings on a single screen

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Portal Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot

Disclaimer: The pricing details were last updated on 24/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Portal Pricing.

Portal Alternatives

View All Portal Alternatives

Portal Reviews

User Rating

5/5 (Based on 24 Ratings)

Ratings Distribution

  • Excellent

    95.8%
  • Very Good

    4.2%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

Do You Use Portal?

Write a Review

Portal User Reviews

Portal Screenshots

Portal FAQs

What is Portal used for?

Portal offers the following functionalities:

  • Billing and Invoicing
  • Electronic Signature
  • Chat (Messaging)
  • Access Control
  • File Sharing
  • Knowledge Base
  • Dashboard
  • Client Management (Customer)

Learn more about Portal features.

Does Portal provide API?

No, Portal does not provide API.

Portal Contact

Vendor Details

New York City, New York

Contact Details

Not available

https://www.joinportal.com/

Social Media Handles

Customers

Bis Pro HQ
ETAXBREAKS
Integrated Finances
Americas Tax Office
Morem

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