Portal

Effortlessly sync data for better communication.

4.8

(9)

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Starts from $49/User/Month when Billed Yearly

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Overview

Features

Pricing

Alternatives

Ratings

Media

Customers

Support

FAQs

What is Portal?

Affiliate Disclosure

Introducing Portal - the most current client portal solution specifically design for cutting-edge businesses. Gone are the days of manually trying to keep datasets in sync with the need for complicated ETL and reverse ETL pipelines. Portal streamlines this process and makes it easier than ever: just pick your data stores, connect to the productivity tool of choice, pick your sync direction (one-way or two-way) and your dataset is ready. Enhance your data accuracy and ensure your colleagues and customers

Pricing

Starts from $49/User/Month when Billed Yearly
Free Trial available

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

Portal software demo

Portal has not given any software demo yet

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Portal was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Portal Features

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Features Score:

Access Control

Billing and Invoicing

Chat (Messaging)

Client Management (Customer)

Portal Pricing

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Free Trial

Yes, It's available

Portal Pricing

Starts from $49/User/Month when Billed Yearly

Pricing Model

Free trial
Paid Plans (Subscription )

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Pricing Plans

Standard

Client users - Unlimited
File storage - 10GB per user
Modules
Billing
Filesharing

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Professional

Client users - Unlimited
File storage - Unlimited
Modules
Billing - + Templates
Filesharing - + eSignatures

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Screenshots of the Portal Pricing Page

Disclaimer: Pricing information for Portal is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for Portal

Free Portal Alternatives

ClientAccessWeb

Streamline expenses, boost efficiency.

7.0

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SuiteDash

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Excellent

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Service Provider Pro

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8.2

Excellent

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InvoiceCloud

Streamline your invoicing with ...

Excellent

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Qualified

Boost your website's conversion ...

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ClientVenue

Streamline client services and ...

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Workvivo

Connecting teams, strengthening ...

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ClientTable

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Portal Reviews & Ratings

4.8

Excellent

Based on 9 ratings & 29 reviews

Rating Distribution

Excellent

(25)

Very Good

(4)

Good

(0)

Poor

(0)

Terible

(0)

User Review

Anonymous User

01/09/24

5 out of 5

"Excellent platform!"

What do you like best about Copilot? Got up and running very fast. Setup was quick and easy. Love all of the apps. Customer service is responsive and ...

Arthur L

12/29/23

5 out of 5

"A complete experience for my design agency and for my clients."

What do you like best about Copilot? CoPilot is an excellent platform for providing clients of my design agency with an all-in-one experience. ...

Stephanie L

12/18/23

5 out of 5

"Exactly what my business needed!"

What do you like best about Copilot? Copilot streamlines all the important features into one platform for my business and my clients. It's easy to use ...

Charlie C

12/05/23

4.5 out of 5

"Powerful, open and easy to use platform"

What do you like best about Copilot? Very powerful integration possiblilities through zapier which essentially allows you to use the platform for most ...

View all Reviews

Portal Customers

Bis Pro HQ

ETAXBREAKS

Integrated Finances

Americas Tax Office

Morem

Portal Support

Customer Service

Business Hours

Online

Location

New York City, New York

Reach out to Portal Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Portal is a New SaaS Software. Portal offers Client Management (Customer), Billing and Invoicing, Chat (Messaging), Knowledge Base, Dashboard and many more functionalities.

Some top alternatives to Portal includes ClientAccessWeb, SuiteDash, Service Provider Pro, InvoiceCloud and GuestSend.

No, Portal doesn't provide API.

No, Portal doesn't provide mobile app.

Portal is located in New York City, New York

Portal offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Portal as of now.

The starting price of Portal is $49/User/Month when Billed Yearly

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Researched by Rajat Gupta