Portal

Portal is an all-in-one solution for companies that run virtual professional services businesses. With Portal, you can quickly setup an online presence and give your clients a single place to login and message you, share files, pay invoices, complete intake forms, and sign documents.

Languages supported: English

9.8/10 (Expert Score) ★★★★★
Product is rated as #31 in category Billing Software
Ease of use
9.8
Support
9.8
Ease of Setup
9.0

Images

Check Software Images

Leading client portal solution that is designed for modern businesses. With Portal, you can let your clients login on your website and give them one place for files, eSignatures, payments, messaging, intake forms, and more. Your client portal is fully customizable and can be hosted on your own domain.

Show more categories

Customer Reviews

Portal Reviews

Adam Ashton K.

Advanced user of Portal
★★★★★
RADE LLC's need for a client portal satisfied by Portal

What do you like best?

The IT help from the company was efficient. The upside to Portal is the simplicity of integration.

What do you dislike?

There is nothing specific to dislike as of now; however, I suggest that the Portal team continue to assess their clients needs on a case by case basis.

What problems are you solving with the product? What benefits have you realized?

RADE LLC is a testing laboratory required to have a secure, direct, and efficient company to client platform. RADE LLC holds the ISO/IEC 17025: 2017 certificate for Chemical Testing; therefore, all analytical reports are now considered legal documents.

The problem RADE LLC had was securely sending/receiving legal documents and accepting payments for services with a platform that was efficient and simple. Many of the CRM platforms are great, but they are not able to be designed for unique and niche companies.

RADE LLC does not manufacture, provide products, or perform ecommerce. RADE LLC provides a highly specialized service to clients taken on a case by case basis. The realized benefit of Portal is that the company and client can chat directly, and this communication is suitable for audit trails.

Review source: G2.com

Leave a reply

Your total score

B2B Software Guide