Portli: Launch Your Custom Company Portal
Portli is where you can create any type of contact portal — client portal, employee portal, vendor portal, partner portal, or any other portal your business needs.
Why Choose Portli?
Centralize Your Communication
Stop juggling multiple apps and email threads. With Portli, you bring all conversations, updates, and notifications under one roof — whether you’re managing clients, employees, vendors, or partners.
Share Documents & External Links
Easily upload important files to your encrypted portal. Share onboarding forms, e-signature links, or any external resources so your contacts have everything they need in one place.
Enhance Security & Compliance
Safeguard sensitive data with enterprise-grade encryption and multi-factor authentication. Portli is designed to meet compliance requirements while keeping your information accessible to only those you trust.
Fully Customizable for Your Brand
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.
How Does Portli Work?
When you sign up for Portli, you’ll get access to two interconnected portals: Internal Business Portal (for your team) and Company Contact Portal (for external users)
Internal Business Portal (For your team)
Add clients, employees, vendors, or partners individually or in bulk to send Contact Portal invitations
Invite colleagues, assign roles, and work together.
Manage contacts, tasks, and documents in one place. Share documents, send form or e-sign links, and handle communication smoothly.
Company Contact Portal (External)
Contacts can be anyone - clients, employees, vendors, service staff or any others. They accept your invitation and register in your secure branded Contact Portal.
Contacts can receive and send messages securely using the Contact Portal.
Contacts can receive and share files, complete forms and e-signs from links and get a personalised dashboard of recent and pending items.
Integrated with all the CRMs you already know and love
Key Features That Power Your Portal
Customization
Reflect your business identity with branded themes, logos, and a dedicated domain.
Contact Management
Organize and track all your contacts in one easy-to-navigate dashboard, whether they’re clients, employees, or partners.
Communication Hub
Centralize direct messages, announcements, and group discussions for easy reference and accountability.
Document Storage & Collaboration
Store important files in a secure, cloud-based vault. Easily share documents, gather e-signatures, and attach external links.
Use Cases Across Industries
Portli is versatile enough to serve a variety of business types and workflows:
Consulting Firms
Legal Firms
Real Estate Firms
Accounting Firms
Financial Firms
Manufacturing Firms
Frequently asked questions
Do my contacts see any Portli branding in their portal?
Portli is fully white-labeled on select plans. All branding, from logos to domain URLs, can reflect your business identity—ensuring your contacts only see your brand.
What are the benefits of using Portli?
Increased Collaboration:
Manage all your interactions and collaborate in one place.
Greater Transparency:
Track activities, documents, and tasks seamlessly.
Improved Security:
Protect sensitive data with encryption and MFA.
Is it easy to import existing data?
Absolutely. Portli supports bulk imports and CRM integrations, with our team ready to assist.
Is Portli difficult for users to adopt?
Not at all. Portli offers an intuitive interface and simple, step-by-step guidance so anyone can get up to speed quickly.
Does Portli support branded portals?
Yes. You can fully customize your portal with logos, colors, and a custom domain (available on select plans).
How secure is Portli?
We prioritize data protection with encryption, secure file storage, and multi-factor authentication.