Unleash the Power of a Branded Client Portal
Elevate your client experience with seamless, professional access to everything they need—under your brand.
Portli brings your entire business into one streamlined platform with two fully integrated portals:
Company Contact Portal - Give clients, partners, and vendors instant, secure access to their data, documents, and service updates—anytime, anywhere.
Internal Team and CRM-lite Portal - Empower your team to manage projects, collaborate, and engage with clients—all from one intuitive dashboard.
No more tool overload. Centralise your operations, simplify your workflows, and deliver your services with impact—all through Portli.
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How Does Portli Work?
When you sign up for Portli, you’ll get access to two interconnected portals: An Internal Business Portal (for your team) and a Company Contact Portal (for external contacts)
Internal Business Portal
(For Your Team)
Add clients, employees, vendors, or partners individually or in bulk to send Contact Portal invitations
Invite colleagues, assign roles, and work together.
Manage contacts, tasks, and documents in one place. Share documents, send form or e-sign links, and handle communication smoothly.
Client/Contact Portal
(For External Users)
Contacts can be anyone - clients, employees, vendors, service staff or any others. They accept your invitation and register in your secure branded Contact Portal.
Contacts can receive and send messages securely using the Contact Portal.
Contacts can receive and share files, complete forms and e-signs from links and get a personalised dashboard of recent and pending items.
Some features that makes Portli a delight
White-label Customization
Reflect your business identity with branded themes, logos, and a unique portal URL to embed into your website.
Contact Management
Organize and track all your contacts in one easy-to-navigate dashboard, whether they’re clients, employees, or partners.
Communication Hub
Centralize direct messages, announcements, and group discussions for easy reference and accountability.
Document Storage & Collaboration
Store important files in a secure, cloud-based vault. Easily share documents, gather e-signatures, and attach external links.
Why Portli? Simple, your clients and contacts will love you more!
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 Resources
Easily upload important files to your encrypted portal. Share documents, 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.
Starter
Includes:
1 Internal Business Portal User
Add Internal Business User +$19/m.
Unlimited Contact Portal Users (External)
100 GB Storage
Unique Portal URL
Users - All Contacts Access
All available integrations
Professional
Includes:
5 Internal Business Portal Users
Add Internal Business User +$19/m.
Unlimited Contact Portal Users (External)
500 GB Storage
Unique Portal URL
Users - All Contacts Access
All available integrations
Business
Includes:
5 Internal Business Portal Users
Add Internal Business User +$19/m.
Unlimited Contact Portal Users (External)
1000 GB Storage
Use Own Domain
Users - Granular Access
All available integrations
Frequently asked questions
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.