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.