Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Canopy Reviews & Ratings
    950 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    266 Ratings
    Company Website
  • Soraban Reviews & Ratings
    6 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Aesthetic Insight Reviews & Ratings
    10 Ratings
    Company Website
  • Titan Reviews & Ratings
    374 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    6 Ratings
    Company Website
  • 8am Reviews & Ratings
    1,130 Ratings
    Company Website
  • Adobe Acrobat Reviews & Ratings
    7,791 Ratings
    Company Website
  • Time To Pet Reviews & Ratings
    305 Ratings
    Company Website

What is Portal?

Presenting an innovative client portal crafted for progressive businesses. Clients can conveniently access the portal via your website to upload files, sign contracts, process payments, engage in messaging, and much more. This comprehensive application includes all the essential tools for running a virtual business, such as billing management, file sharing, e-signatures, messaging capabilities, client intake forms, and an extensive knowledge base. The adaptable portal allows you to customize the visibility of content for your clients. You can opt to host the portal on your own domain, making sure that every aspect is in harmony with your brand image. Whether you decide to integrate it with your current marketing site or use our website builder to design a dedicated page for your services, the options are vast. Enhance your client portal further by adding secure file-sharing and eSignature functionalities, effectively superseding services like Google Drive, Dropbox, ShareFile, and DocuSign. Moreover, by including the billing module, you can deliver a branded payment experience to your clients, replacing tools such as Bill.com and FreshBooks. Streamlining the client intake process becomes a breeze with the intake forms module, allowing you to eliminate the need for platforms like Formstack and Microsoft Forms, thus improving overall efficiency and coherence. This portal not only transforms your interactions with clients but also guarantees a smooth and professional experience at every point of contact, making it an indispensable asset for modern businesses. Ultimately, adopting this portal could lead to significant improvements in client satisfaction and operational effectiveness.

What is Correlate?

Whether you use Gmail, Outlook, Google Drive, OneDrive, or Dropbox, Correlate acts as a comprehensive productivity platform that integrates all your needs into one intuitive interface. By prioritizing the significance of placing your cloud content in context, we enable you to complete your tasks swiftly, free from the distractions of irrelevant information. Our mission is to create a space where people can connect their ideas, work collaboratively, and focus on what truly matters in both their personal and professional lives. You can share the right files securely and efficiently with the appropriate individuals at the perfect moment. Correlate nurtures connections that hold the potential to change the world around us for the better. Among our early partners are inspiring EU initiatives such as Cities2030, which aims to build sustainable urban food systems, and the FeMALE project, which is focused on improving support for those affected by endometriosis, underscoring our dedication to meaningful collaborations. Together, we are committed to fostering a more interconnected and productive future for everyone involved, paving the way for innovative solutions to emerge.

Media

Media

Integrations Supported

Dropbox
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook

Integrations Supported

Dropbox
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portal

Company Location

United States

Company Website

www.joinportal.com

Company Facts

Organization Name

Correlate

Date Founded

2005

Company Location

Norway

Company Website

www.correlate.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Popular Alternatives

Popular Alternatives

The Hub  Reviews & Ratings

The Hub

Pancentric Digital
Ntranet Reviews & Ratings

Ntranet

Ncontracts