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
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 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.
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