One platform to organize your client work.
🗒 Create proposals in minutes.
🔒 Collect client data, files, esignatures & payments.
🙌 Make it easy for clients to do business with you.
All in one place, with Portalstack’s client management software for PR and marketing consultants.
No credit card required
A unified platform to manage your entire client relationship lifecycle.
One platform. One software subscription. All the digital tools you need to manage your entire client relationship lifecycle under one roof.
It’s time to say 🙅 to multiple software subscriptions and say 👍 to an integrated customer experience.
WEB DOCUMENTS
Create digital proposals.
Stop wasting time cutting and pasting Word documents to generate proposals and engagement letters. Create and reuse digital templates, making document assembly less tedious.
ONLINE FORMS
Create forms for client intake & onboarding.
Easily create intake forms that you can add to your website, or onboarding forms to request client information and documents. Schedule your reminder frequency and let Portalstack do the chasing on your behalf.
CRM INTEGRATION
Sync your CRM contact data.
We’ve integrated with HubSpot and Pipedrive so any new contacts will be pushed to Portalstack, eliminating the need for double data entry.
SECURE FILE SHARING
Exchange client documents.
Avoid sharing files and attachments in emails. Instead, use our secure portal to safely exchange client data.
ESIGNATURE
Get your documents and agreements signed faster.
Request e-signatures with ease. Keep track of documents pending signatures and schedule automated reminders if needed.
MILESTONES
Keep your clients updated on your service milestones.
Reduce client follow-ups by sharing and regularly updating the status of your key service delivery milestones.
SERVICE REQUESTS
Centralize new client service requests.
Allow your clients to raise new service requests. Having a central place for your clients to track their requests means no more “where are we at?” emails.
KNOWLEDGE HUB
Share premium content with your clients.
Create an online knowledge hub for PR or marketing related resources and guides, such as knowledge articles, FAQs, videos, and case studies.
BRANDED CLIENT PORTAL
Your own branded client portal solution in minutes.
Spare the hefty expense (and headache) of a custom client portal build. Create your own branded client portal for your accounting firm in minutes.
APP EMBEDS
Embed Calendly or Google Sheets.
In just a few steps, you can embed Calendly or Google Sheets. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.
VIDEO CALLING
Host video calls with a single click using your personalized meeting room URL.
Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches.
AUTO REMINDER
Put reminders on auto pilot.
Constantly chasing clients for underwriting details, proposal acceptance, or claims documentation? Let Portalstack handle these gentle reminder nudges automatically for you.
DASHBOARD
Know your key business vitals, at a glance.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Stay in control of your workload so you never miss another deadline.
Paid plan starting at $29/month
🔥 Unlimited Form Creation & Submissions
🔥 Unlimited Esignature Requests
🔥 Unlimited Client Portals
🔥 Unlimited Proposals
🔥 Unlimited Virtual Data Rooms
🔥 100 GB File Storage
Why Portalstack?
If you’re still not convinced, it boils down to two reasons.
Grow your business
Systematize your processes, so you can focus on growing your business.
Your clients will thank you
Everything conveniently in the one spot, accessible 24/7.
Close more deals. Onboard clients 10x faster. Securely share and collect data. One access point for clients to do business with you.
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