Pricing

Portal PLUS Bundle

A carefully-selected set of useful tools and additional resources. The Portal PLUS Bundle can be added to any Plan for one low price. More Portal PLUS features are planned!

• Credit Card Vaulting: Securely “Vault” credit cards from your Contacts using reliable enterprise-level technologies paired with military grade PGP encryption. Then easily & securely retrieve/view the complete credit card number, expiration & security code. 100% PCI Compliant, which means that this feature complies with the technical and operational standards set forth to secure and protect credit card data stored and transmitted. PCI standards for compliance are provided by the PCI Security Standards Council.
• Email Cannons: Email Cannons enhance your arsenal by letting you pre-build beautifully-formatted HTML emails with dynamic placeholders, and then “fire” those emails directly to a single recipient (the Target) as part of an Automation. Any dynamic data will be inserted as the Cannon is fired, and the Target will be blown away by the super-pro look & feel! You can fire Email Cannons manually or via Kickoff Form, Update Form, Trigger/Action Automation, or while adding & importing Contacts. You can unleash your Cannons on any Prospect or Client, in either “Invited” or “Uninvited” status.
• Form Cannons: Have you wanted to “send” Forms to your Contacts? Form Cannons make it possible to send Forms easily by email! You’ll be able to enhance and simplify the customer journey by automating the sending of Forms directly to the inbox of your prospective Clients. Form Cannons can be fired manually, or Automatically as a part of our No-Code Automations functionality. One of the best parts about Form Cannons is that you can include MULTIPLE Forms for your Prospect or Client to complete.
• Enforce Secure Passwords: To make sure your portal remains secure & private, you’ll have the option of customizing the complexity and length of the passwords that will be permitted when setting up an account. You’ll have the choice of defining how many characters, what types of characters and more.
• Coming Soon > Enforce Two-Factor Authentication: For the ultimate in security, you will have the ability to selectively enforce the use of Two-Factor Authentication when accessing your portal. You can define all the options and apply them selectively to your whole organization, or to just some Circles or Teams as needed. Admins will have the ability to easily reset and allow access to those who are having trouble or have lost access.
• Additional 1TB of File Storage: Increase your current File Storage Quota by a full 1TB (1,000 Gigabytes)

Available after purchase. Contact us via your Portal account to inquire about adding this to your account.

COMMUNITY Power-Up 

(BETA Access is currently LIVE!)

Enable a whole new way to communicate and interact between you, your Staff & your Clients! The Community Power-Up has been imagined and designed to seamlessly integrate into your existing CRM + White Label Portal so that you can bring even more value to your unique offerings!

• Up to 5 fully independent Communities:  Each Community will include a feature-rich discussion forum and a robust set of functionalities designed to streamline interaction and encourage Member participation. Each additional Community over the allotted five (5) is billed at an additional $5 per month.
• UNLIMITED Members: There is no limit to the number of Members you can add to your Communities – these can be your existing Clients & Prospects PLUS any new CRM Targets! This makes it easy to scale your Community as it grows. You can also add different types of Memberships to your Community, such as free memberships, paid memberships, and invitation-only membership.
• UNLIMITED Spaces: Spaces are sub-sections inside of each Community that can be based on individual topics and/or access permissions. Spaces can be made public or private within the Community & private Spaces can be tied to a specific payment or subscription, thus allowing access only if the Member has the proper permissions.
• UNLIMITED Posts: There is no limit to the number of posts in your Communities. Posts can be text-based, image-based, video-based, or any combination of the three. (Hosted video will be available but will have limits designated by your base subscription plan).
• UNLIMITED Polls: Polls are a great way to get feedback from your Community members. You can create polls to ask questions about your products or services, your marketing campaigns, or anything else you want to know.
• UNLIMITED Announcements: Announcements are a great way to keep your Community members informed about important news and events. You can use Announcements to announce new product releases, upcoming events, or changes to your community policies.
• Coming Soon > LIVE Community Chat & Direct Messaging: You will have the option of letting the Members of your Community participate in a LIVE Community Chat and additional options to allow direct private messaging between the Members. This is a great way for Members to get to know each other, ask questions, and share ideas. Direct messaging allows Members to send private messages to each other, which can be useful for having more in-depth conversations or sharing sensitive information.
• Coming Soon > LMS Course Communities: Create a Community around your LMS offerings by associating LMS Courses with a particular Community and/or Space within a Community. This can help to create a more engaging and interactive learning experience for Course Participants, and it can also help to build a Community around your LMS offerings.

Available after purchase. Contact us via your Portal account to inquire about adding this to your account.

Portal PRIME Bundle 

A collection of powerful features designed to take existing functionalities to the next level!

• Sales Funnel Builder: A flexible and robust add-on that will enable powerful new options in multiple areas of the platform. You’ll be able to create 2-Step or 3-Step Funnels that will give you multiple options to offer (free or paid) a specific resource like an LMS Product as the “desired product/service”. Build out an arsenal of publicly available (non-logged) Sales/Onboarding Funnels, each one directly associated with a specific asset, and completely customized as to how each target is onboarded. Future applications planned with Appointments, Proposals, Projects, Support Tickets, Membership Plans and Communities.
• PDF Document Signing & Templates: Take your Document signing to the next level! You can already generate custom Documents w/ Dynamic Data using HTML, which is then converted into a PDF document. But, if you already have a PDF that you need to use as the base document, you’ll also have that option with this new feature. Upload PDFs, prepare them for signing, and send out to be signed. In future iterations, you’ll even have the ability to use PDFs as base Templates, modify them with dynamic data as part of an automation, and have them automatically sent out to multiple Contacts/Staff for eSigning.
• Embeddable “Remote” Chat: Give your prospective Clients even more ways to make first contact with your Funnels with a “Welcome” real-time chat embedded on your website or landing page! You’ll be able to configure and embed a “Remote Chat” that will be available to interact with your website or landing page visitors. Not only will you and/or your Staff be able to start a real-time conversation with the visitor, but you’ll also have a wide range of tools for helpful tools that will add them to your CRM, Kickoff an Automated On-Boarding, direct them to helpful resources and more! This “Remote Chat” will also integrate with the upcoming Support Tickets functionality, thus allowing visitor chats to be converted seamlessly into a Support Ticket.

Available after purchase. Contact us via your Portal account to inquire about adding this to your account.