How Does Portli Work?

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)

Internal Business Portal (For your team)

Add Contacts

Add clients, employees, vendors, or partners individually or in bulk to send Contact Portal invitations.

Team Access

Invite colleagues, assign roles, and work together.

Send Contact Invitations and Collaborate

Manage contacts, tasks, and documents in one place. Share documents, send form or e-sign links, and handle communication smoothly.

Company Contact Portal (External)

Contact Login

Contacts can be anyone - clients, employees, vendors, service staff or any others. They accept your invitation and register in your secure branded Contact Portal.

Communicate Smoothly

Contacts can receive and send messages securely using the Contact Portal.

Streamlined Collaboration

Contacts can receive and share files, complete forms and e-signs from links and get a personalised dashboard of recent and pending items.

Why Choose Portli?

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.

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Share Documents & External Links

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.

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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.

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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.