Secure Portals

Powerful & Flexible Client Portal

Fully customized to fit the unique needs of your organization

Each Client will have access to only the pages, information and files you designate for them

Upload files and documents for Clients to view and download

Create a complete “website-like” structure for your Clients

Clients can View and Pay Invoices online without having to be logged in

Build Dynamic Data Dashboards

Pre-Built Dashboards and Pages get you going quickly

Dynamic Data Placeholders show the currently logged-in Client’s data

Set the “Start Page” for a Client to see directly after logging in

Everything is fully responsive for mobile devices (tablets & phones)

You can use iFrames, YouTube, Vimeo or any embeddable widget

Dynamic Placeholder Links

Easily Build custom dashboards using Dynamic Placeholder Links

Dashboard Links automatically adapt based on which Client is logged into the platform and viewing the Page

Direct your Clients to exactly where you want them to go

Customize what your Clients can see

Completely control what your Prospects/Clients can see and do

You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see

The Announcements widget lets you offer a custom Welcome Message

Use our “Translations” feature if you want to modify menus/labels

Paid Portal Access

You can require payment to register and enter your Portal

Set up a one-time payment OR a Recurring Subscription Payment

Works with all available payment gateways (no recurring subscription payments are possible via PayPal)

Use Dynamic Title placeholders to help identify payments

Portal access is blocked until payment is submitted and verified

Content Block Editor for Pages

Create complex layouts and style content with little technical knowledge

Drag & drop content blocks containing text, photos, videos, charts, etc.

Insert Dynamic Data using placeholders or setting Custom Fields within the Block

Content can be made fully responsive so it displays nicely all types of devices

Built-in Snippets and Template Library will be continually updated with fresh pre-built layouts & blocks

Use Forms in your Portal

Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients

Update Forms let you update existing Contacts or let your Clients add more info to their profiles

General Forms give you even more flexibility and can be used inside or outside of the platform

Trigger Automations & Integrations automatically upon completion of a Form

White Label your Client Portal

Customize your Client’s experience with your own logo and colors

Customize all email notifications sent to your Clients and Staff

Replace the “Synchronized Portal” URL with your own custom URL

Completely customize the Login Screen with your own logo and colors

Your Clients will not see the Synchronized Portal brand – only yours

“Magic Link” Login

No more friction! Perfect for your TECHNOPHOBIC Clients

Your Clients don’t ever need to remember their password

Clients just enter their email address and receive a link vie email

Simply clicking the link sent via email INSTANTLY logs them in

Template Library

Gain access to pre-built Portal Pages, Documents, Proposals, and Email Marketing emails

With new releases from the Synchronized Portal community, there will always be fresh ideas to choose from

Preview of the Template, then download it directly to your platform

Create your own Templates and share them with the Community

One-Stop Client Management

See and manage all Contact information and resources in one place

Assign Clients to specific Salespersons so that they are private

Assign each Client a “Client Coordinator” as their go-to point of contact

Keep Private or Shared Notes on every interaction with the Contact

Quickly create and manage internal Tasks related to the Client

Upload/Manage/Download all Client Files from their Dashboard

Client Management + Automations

Add Contacts manually, by import, or by embedding a registration form on your website

Auto-add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Client Circles

Auto-Assign Contacts to a specific Coordinator (point of contact)

Auto-Schedule your Calendar with Prospect/Client follow-ups

Auto-Generate Projects using Project Generators & Task Templates

Company First Mode

You can enable the “Company First” option if you’re working primarily with Companies as your Clients

If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly

Assign the “Primary Contact”, the person at the Company who receives all notifications and updates

If that person leaves the company, you simply assign a new Primary Contact

Automate with Client Circles

Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Clients can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Clients from a Circle

Embed Kickoff Forms on your website

Customize the Kickoff Form with your questions and custom data fields

Easily create Custom Fields on the fly while customizing the Kickoff Form

Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly

Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted

Deal Stages Pipeline

Track key metrics during a sales process through stages

Four different view styles to choose from to monitor the pipeline from all angles

Drag & drop Deals cards to different stages in a Kanban-style interface

Keep your sales team organized and focused as you track opportunities

Forecast revenue and business growth, and receive insight to drive new initiatives

Onboarding FLOWs

Automatically trigger a FLOW for a new Client to complete before access to the Portal

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

Trigger / Actions Automations

Chain several Actions in a row that are triggered automatically

Auto-Add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Client Circles

Auto-Generate Projects using Project Generators & Templates

Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes

Event Generators & Calendar

Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact

“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact

Events are displayed on your Calendar to keep you on track

You can sync your Synchronized Portal calendar with your Google Calendar

Client Data Import / Export

Powerful method for updating data fields or creating new custom fields in one operation

‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access

Update everything in one go using the Data Import feature

Export everything in one go using the Data Export feature

CRM Bulk Edit

Powerful and easy way to update multiple Contacts at one time

You can update just one data field, or many data fields in one operation

Select a Circle(s) and update the data of every Contact in a Circle in one simple operation

A simple, yet powerful tool that saves you time

Something went wrong!
There has been an error!