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.
My Portal App REPLACES the core functionality of ALL these tools
Client Portal Software
Advanced File Exchange
CRM / Client Management
Custom Client On-Boarding
Time Tracking & Billing
Estimates & Invoicing
Contracts & eSigning
Custom Embeddable Forms
Email & Drip Marketing
Real Time Team Chat
Learning Management System
CRM + Automation
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
White Label Portal + Mobile App
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.
Onboarding + Custom Dashboards
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.
Invoicing + Subscriptions
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.
Cloud File Storage + Transfer
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.
Cloud Proposals + eSigning
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)
Appointment Booking + Automations
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.
Projects + Templates + Automation
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.
Email Marketing + Drip Campaigns
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.
Secure Messaging + Live Chat
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.