The Definitive Business Management Solution

Struggling to integrate different platforms into one unified experience for you, your staff and your customers? Want automated processes without having to do a lot of coding, or hiring a programmer?

Would you like to replace the functionality of software packages like Thinkific, FreshBooks, Proposify, JotForm, Toggl, Asana, Slack, Zapier, Acuity Scheduling, MailChimp, Salesforce and Dropbox with a single integrated Portal? Would you like all of these functions to work together - and be easy to automate?

All of this and more is possible with the All-In-One Portal from Synchronized Portal.

With Synchronized Portal you will have the ability to present a unified portal to your staff and customers which will enhance the user experience.

Pricing

CRM + Automation

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

Kickoff Form's can be embedded into your website.
Create Custom Fields in your CRM
Customize the Client Portal experience - Different look for different customers!
Your Onboarding processes can be Automated
Create Funnel/Landing Pages to match your style and needs.

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Custom Dashboards

Custom Dashboard's for clients with their data dynamically merged into their Dashboard.

Each client will have their own data in their own Dashboard. Create your own design, or use pre-built templates to get a head start.

Assign a custom Dashboard to each Client or Group of clients
Set custom Dashboard as the ‘Start Page’
Each Client uniquely sees their own data

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Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

Quickly create Invoices that can be paid online
Auto-convert Estimates to Invoices
Invoice both ‘One Time’ & Subscription items
Clients can manage & cancel Subscriptions
Securely store ‘Payment Methods on file’

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LMS Learning + Monetization

Integrate Learning into your Business

Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.

Create Courses for Clients and Staff
Build beautiful courses using our drag & drop Editor
Lock content until previous Lessons are completed
Easily embed video, images, charts, etc.
Allows for multiple Courses configured in separate Products

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Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

Client files are securely insulated
Integrate file(s) upload into onboarding
Use File Requests to ask Clients to upload
Send/Share files of any size to anyone
Shared Folders are powerful & flexible

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Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)

Proposal are viewed & eSigned online
Prospect/Client does not need to log in to view
Auto-generate Invoice when Client accepts
Templates prevent repetitive work
Signature is documented & 100% legal

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Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.

Can be used by your entire team
Leads can book directly from your website
Create a ‘Book me’ landing page with custom URL
Sync appointments to your Google calendar
Admin can book on behalf of others

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Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

Task Templates & Generators eliminate repetition
Design a workflow, then automate the steps
Task timers allow for granular time tracking
Easily convert tasks/projects into Invoices
Kanban boards simplify organization

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Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.

Add manually or via embedded form
Send campaigns manually or schedule them
Campaign Templates let you re-use base design
Import your existing subscriber list via CSV
Track campaign opens and clicks

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E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

Document Templates with Dynamic Data for use in Automations
Trigger a Document to be sent/signed on autopilot
Fully compliant Audit Trail including IP address
Notifications when a Document is viewed, signed, and completed
Trigger a variety of automatic actions after the Document is signed

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Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

HIPAA Compliant secure messaging
Clients can send messages to you
Control who in your org Clients can message
Organize with unlimited Folders
Live chat w/ direct messages & channels

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