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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.

Media

Media

Integrations Supported

Integrations Supported

Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

API Availability

API Availability

Pricing Information

$69 per month
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

Not specified

Digital Signature

Not specified

eCommerce Analytics

Not specified

eCommerce Tools

Not specified

File Sharing

Not specified

Forms Automation

Not specified

Knowledge Management

Not specified

Live Chat

Not specified

Portal

Not specified

Categories and Features

File Sharing

Not specified

Government

Not specified

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