Client Management Software

Save cost and improve client experience with Portalstack

Setup your client portal in minutes

Simply upload your logo, select your colour theme, and secure your dedicated URL.

Centrally manage service requests

  • Keep your clients updated on the statuses of their service requests.
  • Centrally view, plan and prioritize client requests.
  • Easily assign and coordinate requests with team members.

Create professional invoices in seconds

  • No need to mess around with cutting and pasting Word templates. Create professional looking invoices in seconds with your business and client details prefilled.
  • Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.

Central file and document repository for you and your clients

  • Say goodbye to trawling through email inboxes to find file attachments. And say hello to a convenient way to share and collect documents.
  • Securely upload files up to 50MBs in size.
  • Save time by uploading files to a common folder across all clients with ease.

Host video calls with a single click

  • Your own unique persistent conferencing link.
  • Simple in-browser video conferencing solution – no downloads, registrations or headaches.
  • Screen share and background blur enabled.

Portalstack Use Cases

Leads & Proposal Management

Grow your business and close more deals faster with web-based proposals

Document Collection

Spend less time chasing documents and signatures

Client Management

Give your clients the digital experience they deserve

Portalstack Features

One subscription, all the features you need to successfully build meaningful business relationships.

Make it easy for your clients to manage their own data and share their documents with you.

Get your contracts, business proposals and documents signed faster.

Assemble web-based documents to share with your clients.

Get paid faster with online invoices. Full invoice history in the one place for your clients.

Centrally store and share important files and documents with your clients.

Centrally manage service requests and keep your clients informed of delivery statuses.

Host video calls with a single click. Your own custom meeting URL

Everything organized in the one place for your clients and prospects.

Try Portalstack Now

14-day free trial. No credit card required.

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