When you sign up for Portli, you’ll get access to two interconnected portals: Internal Business Portal (for your team) and Company Contact Portal (for external users)
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.
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.
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.
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.
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.
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.