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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 Objective Connect?
Experience unmatched protection for your sensitive information when collaborating with external entities, especially designed for government and regulated industries. Objective Connect is a sophisticated external file-sharing platform that provides you with complete control over the information shared beyond your organization. This solution allows you to apply your internal governance policies to external partnerships while maintaining authority over the documents that are disseminated. You can collaborate effortlessly across different devices and teams, irrespective of their locations, ensuring there is always a unified version of important data. Every action taken is meticulously recorded, enabling you to monitor who accessed which documents and when, all from a centralized interface. You retain the capability to decide which files can be shared externally by sending document containers directly from your established file plan. Before any document is shared, thorough assessments of access rights, security measures, and specific stipulations are carried out. The system features two-way synchronization with your current file management system, ensuring that all participants are updated with the most recent changes. Any incoming files are organized systematically in their designated locations and labeled to maintain accurate metadata, promoting efficiency and trust in your data management practices. This holistic strategy not only simplifies your workflows but also significantly boosts collaboration among teams, enhancing productivity across the board. Furthermore, by consolidating all these features into one platform, you create a more cohesive environment for secure and efficient data sharing.
Integrations Supported
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Word
PowerPoint
Integrations Supported
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Word
PowerPoint
API Availability
Has API
API Availability
Has API
Pricing Information
$69 per month
Free Trial Offered?
Free Version
Pricing Information
Free
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
Objective Corporation
Date Founded
1987
Company Location
Australia
Company Website
www.objective.com/products/objective-connect
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
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Government
Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management