Blocked on inputs
The kickoff went well, then two weeks pass waiting for the user list, the data export and the admin contact.
For customer success and implementation teams
Get customers to go-live without the status-update emails
Portalstack gives each B2B customer a branded onboarding space: requirement forms, an implementation plan they can see, shared documents, a help hub and one place to raise requests.
14-day free trial · No credit card · Clients are always free
Implementations rarely slip on the hard parts.They slip waiting on the customer.
Status lives in your head
The customer’s project lead asks “where are we?” and the answer is spread across a spreadsheet, a chat thread and your notes.
Champions change jobs
A new stakeholder joins mid-rollout and nobody can forward them the full picture.
The onboarding journey
From signed contract to live customer
Lay out every implementation the same way, and let each customer see exactly what’s done, what’s next and what you need from them.
Requirements gathered before the first call
Send a requirements form the moment the deal closes: integrations in scope, user counts, data sources, admin contacts. Conditional logic shows only the questions for their plan.
- Auto-assign the kickoff form to every new customer
- Tables for user lists and field mappings
- Comment on answers and request a resubmission
An implementation plan both sides can see
Lay out milestones for kickoff, configuration, data migration, training and go-live. Assign owners, set due dates and notify the customer as stages move.
- Checklists from templates on each milestone
- Comments and attachments in context
- Embed a Google Sheet project plan alongside
Collect exports and share runbooks
Request the CSV exports, security questionnaires and logos you need, with reminders until they arrive. Share configuration guides and order forms in the customer’s folder.
- Upload requests that list each required file
- Per-file visibility and download control
- See when a document is opened
A help hub for admins and end users
Publish setup guides, training checklists and recorded walkthroughs in a knowledge hub, shared with all customers or tailored to one.
- Articles, checklists, tables and embeds
- Start from templates
- One place to point new stakeholders
Requests with an owner and a status
After go-live, customers raise change requests and questions in the portal. Your team assigns them, tracks status and replies in one thread.
- Assign requests to a teammate
- Comments and attachments on each request
- Notified when a request comes in
Why CS teams use it
Built for accounts with many moving parts
Every stakeholder on the account
Invite the project lead, IT admin and executive sponsor to one customer company, with a primary contact.
Synced with your CRM
Bring customer contacts in from HubSpot or Pipedrive, or import a CSV.
A daily progress report
Start the day knowing which forms are in progress, ready for review or overdue across every account.
Your planning tools, inside
Embed a ClickUp or Trello board, a Miro workshop or a Calendly link for training sessions per customer.
Order forms and SOWs signed
Send a statement of work or data processing agreement as a PDF for signature, with automatic reminders.
Engagement you can see
Know when the customer logs in, opens a document, submits a form or uploads a file.
Handover-proof
When stakeholders change, the history stays
Every form, file, milestone and request lives in the customer’s portal, not in one person’s inbox. A new champion, or a new CSM on your side, can pick up the full story on day one.
- Input history shows who changed which answer
- Assigned advisor and notes on each contact
- Preview the portal as a test customer
Other teams and firms
Portalstack for other professions
FAQ
Questions CS teams ask
Do we pay for each customer user?
No. You pay per internal team member. Customer users are free, and you can add as many people per customer company as you need.
Can every implementation start from the same plan?
Yes. Build milestone checklists, forms and knowledge hub articles as templates, and auto-assign forms to every new customer.
Does it sync with our CRM?
Portalstack syncs contacts with HubSpot and Pipedrive, and imports from CSV with field mapping.
Can customers sign in with Google?
Yes, Google or LinkedIn sign-in is optional. By default customers sign in with a one-time code by email or SMS, so there are no passwords to reset.
Is this a replacement for our support desk?
No. Service requests suit change requests and project questions during and after onboarding. Keep high-volume support in your help desk.
Get started
Set up your onboarding playbook once
Build your kickoff form and milestone checklists, then invite your next customer to their own portal.
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