Build a Client Portal That Wows at First Sight
Give your clients a branded, secure, and intuitive portal to book appointments, access key documents, and stay connected — all in one place.
Put Everything Your Clients Need at Their Fingertips
Access all your important documents, messages, and updates from a single, secure portal—anytime, anywhere.
- Empowerclients to upload, share, and download documents anytime
- Clients can use e-signatures to approve and e-sign documents instantly
- Safeguard sensitive data with enterprise-grade encryption and MFA
What is Saasfy?
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How to download the Saasfy on your phone?
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How to setup your Saasfy account?
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Enable seamless communication, collaboration, and document sharing while streamlining interactions and approvals — all in a secure, organized space. Send messages, ask questions, and receive updates instantly on the portal—keeping your clients informed every step of the way.
- Send and receive direct messages through the client portal
- Get real-time updates on your client’s projects and requests
- Keep track of past conversations without scrolling through endless emails
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Keep content up-to-date, accessible, and optimized for seamless knowledge sharing with your clients. Access key documents, FAQs, and updates related to your clients needs without digging through countless emails.
- Create a dedicated hub for sharing universal documents with your clients
- Quick search functionality empowers your clients to find what they need fast
- Stay informed with notifications for important updates
What is Saasfy?
In nec dictum adipiscing pharetra enim etiam scelerisque dolor purus ipsum egestas cursus vulputate arcu egestas ut eu sed mollis consectetur mattis pharetra curabitur et maecenas in mattis fames consectetur ipsum quis risus mauris aliquam ornare nisl purus at ipsum nulla accumsan consectetur vestibulum suspendisse aliquam condimentum scelerisque lacinia pellentesque vestibulum condimentum turpis ligula pharetra dictum sapien facilisis sapien at sagittis et cursus congue.
How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Stay in control of every step - track tasks, deadlines, and approvals in real time. Follow the progress of your clients, whether it’s reviewing a contract or completing a project milestone, everything moves faster with full transparency.
- Monitor project milestones and deadlines
- Receive notifications when approvals are needed
- Access reports, updates, and deliverables at any time
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Improve service management with our white-labeled client portal. Streamline service delivery, manage client interactions, and share documents within a secure platform.
- Submit approval requests directly through the portal
- Monitor status and turnaround times
- Approve or reject requests without waiting for emails
What is Saasfy?
In nec dictum adipiscing pharetra enim etiam scelerisque dolor purus ipsum egestas cursus vulputate arcu egestas ut eu sed mollis consectetur mattis pharetra curabitur et maecenas in mattis fames consectetur ipsum quis risus mauris aliquam ornare nisl purus at ipsum nulla accumsan consectetur vestibulum suspendisse aliquam condimentum scelerisque lacinia pellentesque vestibulum condimentum turpis ligula pharetra dictum sapien facilisis sapien at sagittis et cursus congue.
How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Why Choose Portli?
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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.
Frequently asked questions
How can a Client Portal improve my business operations??
A client portal helps centralize communication, automate workflows, and provide easy access to key documents. It reduces the reliance on emails, enhances security, and ensures a more organized way to manage client relationships.
Can I use the Client Portal for real-time messaging?
Yes, Portli includes a built-in messaging system that allows real-time conversations with clients. You can send updates, ask questions, and receive responses instantly—eliminating the need for long email threads.
Is it easy to import my existing data to Portli?
Absolutely. Portli supports bulk imports and CRM integrations, with our team ready to assist. Plus, our customer success team is always on standby to assist you every step of the way.
Do my clients see any of your branding in the Client Portal?
Portli is fully white-labeled. 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?
a. Increased Efficiency: Manage all your interactions in one place.
b. Greater Transparency: Track activities, documents, and tasks seamlessly.
c. Improved Security: Protect sensitive data with encryption and MFA.
Does the portal support project tracking and approvals?
Yes, our portal allows clients to monitor deadlines, receive task notifications, and approve/reject task proposals directly from the platform—speeding up decision-making and project execution.
How does the Client Management Portal help different industries?
The portal is designed to support various industries, including consulting, legal, real estate, accounting, and service firms. It adapts to different workflows, making it a versatile solution for client engagement.