Client management software, made simple.

Portalstack is your modern client management software solution, tailor-made for tech-forward professional services.

No credit card required

Benefits of digitizing your business with a modern client management software

Win and retain more clients

Differentiate your business by delivering your clients an integrated digital experience.

A faster way to collect client information

Make collecting data, content, documents and signatures from clients stress-free.

Reduce email back and forth

Centralize client communication and minimize the endless email threads.

Improve productivity with digital workflows

Replace manual paperwork to free up your time, so you can focus on higher-value client work.

Say hello to Portalstack client management software - managing client relationships just got easier

Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client management software.

WEB FORMS

Create online forms in minutes

Use our simple but powerful drag-and-drop form builder.
Simplify your forms with conditional logic by hiding or revealing fields based on responses to prior questions.
Easily track how your clients are progressing with their forms.

E-SIGNATURE

Collect signatures with ease

Simply upload your document, drag and drop your input blocks, assign to a client and hit ‘Send’ – it’s that easy.
Transactional data such as date, time and IP addresses of all signatories to a document is recorded.
Keep track of documents pending signatures and schedule automated reminders, if needed.

PAYMENTS

Get paid faster with online invoices

Create and send beautifully designed online invoices in minutes.
Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.
Chasing clients for payments is not fun. Schedule reminders to automate gentle nudges to ensure you always get paid on time.

PROJECT MILESTONES

Share project deliverables & milestones

Minimize client follow-ups by sharing and updating project milestones
Centralize communication with persistent chat messaging.
Communicate progress to your clients – add task checklists and progressively tick them off as you complete them.

SERVICE REQUESTS

Centrally manage client service requests

Allow your clients to raise and track new service requests and keep them informed of their statuses.
Having a centralized view of all client service requests in one place makes it easier to plan, prioritize and deliver your services.
Create task templates and add them to service requests to give your clients a fuller work breakdown.

LEADS MANAGEMENT

Manage leads using a simple kanban view

CRM products were designed for organizations with large sales teams and as a result, they’re often jammed with complex features that many small businesses will never use.
Portalstack comes with a simple kanban styled leads management board.
Easily view all your leads under Cold, Warm or Hot statues.

FILE SHARING

Securely share important files

Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.
Get notified when your clients open, preview or download a file.
Save time by uploading files to a common folder across all clients with ease.

WEB DOCUMENTS

Create and share web-based documents

Use our block-styled document editor to create beautiful-looking web-based documents such as proposals, quotes and engagement letters.
Make your documents more engaging with rich content such as images and videos.
Get notified immediately when your prospects view or approve your proposals.

VIDEO CALLING

Simple in-browser video calling solution

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

AUTO REMINDER

Put reminders on auto pilot

Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.

CLIENT ACCESS

We've made access dead simple for your clients

No sign up required. One persistent link. Secure two-factor authentication.

Add your clients

Add your client details in your Admin Panel, including email and mobile number.

Share your custom Login link.

We recommend adding your custom URL as a ‘Client Login’ link on your website.

Clients sign in

Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).

Why use Portalstack client management software?

If you’re still not convinced, it boils down to two reasons.

Grow your business

Systemize your processes, so you can focus on growing your business.

Your clients will thank you

Everything conveniently in the one spot, accessible 24/7.

Frequently asked questions

Is there a charge for client access?

No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.

How will my clients access the portal?

When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.

How secure is the data?

We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security first architecture. You can find out more by reading our Security Policy.

Ready to experience the benefits of a modern client management software?

14-day free trial. No credit card required.