Supatool

Custom Client Portal

Build a secure, branded client portal in minutes. Share files, manage tickets, and collaborate with your clients in a professional, custom client portal.

Acme Corp Portal
Welcome, John Doe
Pending Invoices
$2,400
Active Projects
3

Recent Files

📄 Q4 Marketing Plan.pdf
2h ago
🖼️ Logo_Assets_V2.zip
Yesterday

Trusted by popular companies you know

How to Build a Client Portal

Launch a secure hub in 6 simple steps.

1

Template

Choose layout.

2

Pages

Add dashboards & docs.

3

Roles

Set client permissions.

4

Brand

Logo & custom domain.

5

Invite

Share secure link.

6

Track

Monitor activity.

Client Portal Builder Features Overview

Secure collaboration tools designed for client success.

Granular Permissions & Security

Keep data safe. Define strict roles for clients, employees, and admins. Ensure clients only see the files and projects relevant to them.

  • Role-based Access Control
  • Secure Client Login
  • Guest Access Options
Security and Permissions

Collaboration & Communication

Stop the email chaos. Centralize communication with built-in messaging, comments on files, and a dedicated support ticket system directly inside the portal.

  • Messaging & Mentions
  • Support Ticket Tracking
  • Activity Timeline
Messaging and Support

Operations & Billing

Get paid faster. Allow clients to view invoices, make payments securely, and approve estimates or contracts with e-signatures, all without leaving the portal.

  • Invoices & Payments
  • E-Signatures
  • Approval Workflows
Invoice #1024 PAID
$5,000.00
Paid on Oct 12, 2023 via Credit Card

Branding & Analytics

Make it yours. Use your logo, colors, and a custom domain to provide a seamless brand experience. Track client engagement to see who is logging in and viewing files.

  • Custom Domain (CNAME)
  • Engagement Reports
  • Audit Logs
Branding and Analytics

Client Portal Templates

Ready-to-use layouts for your business.

👋

Client Onboarding

Checklists, intake forms, and welcome docs.

📂

Project Portal

Status updates, milestones, and file deliverables.

🎧

Support Portal

Ticket tracking, knowledge base, and FAQs.

💰

Billing & Accounts

Invoice history, payment methods, and receipts.

🤝

Partner Portal

Resources and leads for channel partners.

⚖️

Legal/Secure Room

Highly secure data room for sensitive documents.

Seamless Integrations

Connect your portal to the tools that run your business.

Google Drive Dropbox Salesforce Zendesk Stripe Gmail/Outlook Calendly

Simple Pricing

Start your free client portal today.

Starter

$ 15 /month/user

Billed monthly

Ideal for freelancers, startups, and smaller teams

We only bill you for employees. Invite guests/clients for free.

  • Pay-per-user pricing
  • Unlimited projects
  • 500 GB storage space
  • 24/7/365 customer support
  • Purchase optional upgrades
  • Month-to-month billing
Popular

Business

$ 299 /month

Billed monthly

Top-of-the-line, all-inclusive fixed pricing. Best fit for fast growing businesses

Your whole organization for one fixed price. Every feature & upgrade.

  • Fixed price no per-user charges
  • Unlimited users
  • Unlimited projects
  • 5 terabytes storage space
  • Priority 24/7/365 customer support
  • Extended 60-day free trial

Enterprise

Custom

Billed monthly

Suitable for Enterprise solutions

Custom pricing for your organization's needs.

  • All Business Features
  • Unlimited custom domains
  • Unlimited storage
  • 99.99% Uptime SLA
  • SCIM Integration
  • Dedicated Account Manager

FAQ

Frequently asked questions

What is a client portal used for?

A client portal is a secure, private website used to collaborate with clients. It serves as a central hub where you can share documents, manage projects, track support tickets, and handle billing. Instead of getting lost in long email threads, both you and your client log in to a unified space to see the status of everything in real-time.

What is a simple practice client portal?

A simple practice client portal typically refers to a streamlined, easy-to-use interface for service-based businesses (like consultants, therapists, or agencies). It allows clients to perform essential tasks—like booking appointments, filling out intake forms, and viewing invoices—without unnecessary complexity or clutter.

What is a branded client portal?

A branded client portal is one that looks and feels like your own company's software. With Supatool, you can upload your logo, set your brand colors, and even host the portal on your own custom domain (e.g., portal.yourcompany.com). This builds trust and professionalism, as clients feel they are interacting directly with your brand rather than a third-party tool.

What is the best client portal?

The best client portal is one that is secure, easy to set up, and flexible enough to match your workflow. Supatool is a top choice because it offers a no-code builder, meaning you can customize the portal to fit your exact needs—whether that's file sharing, messaging, or project tracking—without needing a developer.

Is client portal safe?

Yes, security is the foundation of a good client portal. Supatool uses industry-standard encryption for data in transit and at rest. We facilitate secure login credentials for each user, role-based permissions to ensure clients only see their own data, and secure file storage integrations. It is significantly safer than sharing sensitive files via email attachments.

What is a client example?

An example of a client portal usage would be a marketing agency working with a brand. The agency creates a portal where the brand's team can log in to view campaign reports, approve ad creatives, upload brand assets securely, and chat with the account manager—all in one place.

How can I create a client portal?

With Supatool, creating a portal is fast. 1. Sign up and choose a 'Client Portal' template. 2. Connect your data sources (like Google Drive for files or Stripe for invoices). 3. Customize the branding and layout using our drag-and-drop editor. 4. Set up permissions for what clients can see. 5. Invite your clients via email to log in.

What is the main purpose of a portal?

The main purpose of a portal is to centralize and secure communication and resource sharing. It improves efficiency by giving clients self-service access to the information they need (like invoices or status updates), reducing the need for constant back-and-forth emails and phone calls, while keeping sensitive data protected.

Launch Your Custom Client Portal

Ready to impress your clients?