What is Portal?
Founded in 2020 and headquartered in New York City, Portal has 1,000s of paying customers across professional services, creative services, technology, and more.
What do you like best about Portal?
I love the UI and how modern the portal is. A lot of others like Clinked or stock portal in practice management software are not user-friendly and they don’t flow well. But most of all, I love how responsive and open the team is to their client base. Marlon and Neil really care about what the clients want and prioritize user feedback over all. They’re the kind of guys you’d like to grab a beer with, because they’re so approachable and cool.
My absolute favourite part about portal is the incredible ease of use. I was setting it up for our company in a few minutes, something which would take hours in other programs!
I love how easy Portal makes it for me to display information to my clients in an organized and elegant way. As a digital marketer who offers a lot of different services from branding and web design to research and strategy and search engine optimization there is a lot of information to convey. For the longest time, I have wanted to find a way to present deliverables and ongoing reporting in a way that was enjoyable and engaging for my clients to digest (ie. a dedicated client portal for each customer) vs the disjointed and undesirable form of communication that was via email and Google Drive folders.
While there are other options out there (ie. WordPress plugins, or even attempting to build my own WordPress portal), I have yet to find anything as comprehensive, straight forward and as easy to setup as Portal.
Super excited to keep working with this tool, my clients are too!
What do you dislike about Portal?
This is just me being nit-picky but I wish there was a bit more control over the portal. I’d like to be able to remove message channels and be able to change the email for my clients if need be. I think more granular control and customization would solve these issues for me.
I’d also like to have the ability to connect a single user to multiple different “companies.”
There are a few limitations that you meet with portal, due it’s simplicity it’s not possible yet to do some specific things out of the box. Customisability is also very limited and can not be changed.
Nothing yet! Although I haven’t used every feature in Portal just yet, I can see a clear use case for them and while I’m sure I will find features I would like to see in the tool in the future, I have the utmost confidence that Marlon and the team will do everything they can to help make it a reality!
They are still growing so some of the integrations I was looking for aren’t there just yet and Zapier integration is there but still being added onto so not the worst thing in the world as they are on the way but yeah.
What problems is Portal solving and how is that benefiting you?
The only ones I’ve run into are the inability to change the client email and client profiles. I’m an attorney so I use the “company” feature as a way to associate people that are jointly involved in the same case. Recently I took on a case in which this was the second person the Petitioner had sponsored. Both cases are still active, but the only way to attach her to both is by creating a second account for her.
Before portal we were using email for customer communication – Searching back in the mailbox everytime we received a request, was a hassle. Portal came to the rescue by providing a simple, one-stop solution for customer interaction for sharing files, forms and more.
Problems solved:
– More organized onboarding of new leads and projects.
– More organized delivery of services.
– More organized ability to upsell and bill for monthly services and packages.
– More streamlined access to customer support for clients.
Benefits:
– Less time sending emails
– Increase in client retention
– Improved client engagement
Features
Pros
Cons
$49.00 /month
Yes, has free trial
No free version