Client Portal Software
Manage your business like a PRO with My Portal App, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.
My Portal App REPLACES the core functionality of ALL these tools
Client Portal Software
Advanced File Exchange
CRM / Client Management
Custom Client On-Boarding
Appointment Scheduling
Project Management
Time Tracking & Billing
Cloud-Based Proposals
Estimates & Invoicing
Contracts & eSigning
Custom Embeddable Forms
Email & Drip Marketing
Real Time Team Chat
Learning Management System
CRM + Automation
Automate your Lead generation & Onboarding Process
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
- Embed Intake Form on your website
- Unlimited Custom Fields in CRM
- Customize the Client Portal experience
- Automate your Onboarding process
- Create Funnel/Landing Pages to suit
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White Label Portal + Mobile App
Customize the Client Portal experience with your URL, Logo & Colors
Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.
- Portal can be setup on your URL
- White Label Mobile App is included
- Fully Branded Login Page
- Fully White Labeled email notifications
- Users never see the My Portal App brand
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Onboarding + Custom Dashboards
Client’s unique data is dynamically merged into their assigned Custom Dashboard
Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
- Assign a custom Dashboard to each Client
- Set custom Dashboard as the ‘Start Page’
- Each Client uniquely sees their own data
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Invoicing + Subscriptions
Get paid Online + Subscription Payments + Membership Site
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
- Quickly create Invoices that can be paid online
- Auto-converted Estimates to Invoices
- Invoice both ‘One Time’ & Subscription items
- Clients can manage & cancel Subscriptions
- Securely store ‘Payment Methods on file’
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Cloud File Storage + Transfer
Securely storing, sending and sharing files has never been easier.
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
- Client files are securely insulated
- Integrate file(s) upload into onboarding
- Use File Requests to ask Clients to upload
- Send/Share files of any size to anyone
- Shared Folders are powerful & flexible
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Cloud Proposals + eSigning
Send beautiful Proposals online & Prospects can easily review & accept
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)
- Proposal are viewed & eSigned online
- Prospect/Client does not need to login to view
- Auto-generate Invoice when Client accepts
- Templates prevent repetitive work
- Signature is documented & 100% legal
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Appointment Booking + Automations
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website
Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.
- Can be used by your entire team
- Leads can book directly from your website
- Create a ‘Book me’ landing page with custom URL
- Sync appointments to your Google calendar
- Admin can book on behalf of others
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Projects + Templates + Automation
Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
- Project Templates & Profiles eliminate repetition
- Design a workflow, then automate the steps
- Task timers allow for granular time tracking
- Easily convert tasks/projects into Invoices
- Kanban boards simplify organization
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Email Marketing + Drip Campaigns
Easily add Contacts to your Marketing Lists & automatically move them to new list(s) based on triggers/actions
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Lists.
- Add manually or via embedded form
- Send campaigns manually or schedule them
- Campaign Templates let you re-use base design
- Import your existing list via CSV
- Track campaign opens and clicks
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Secure Messaging + Live Chat
Communicate seamlessly with Client and your Team in a secure & organized way
Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.
- HIPAA Compliant secure messaging
- Clients can send messages to you
- Control who in your org Clients can message
- Organize with unlimited Folders
- Live chat w/ direct messages & channels
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