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Features & Benefits

White Label Portal + Mobile App

Personalize your Client Portal with a custom URL, logo, and colors, along with a fully branded login screen. Keep clients and staff connected anytime, anywhere with the White Label Mobile App for phones and tablets.

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White Label Portal + Mobile App

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Appointment Booking

Empower your team with individual stand-alone booking pages or embeddable widgets for your website, complete with customizable appointment settings and automation. Enjoy features like Google Calendar sync, admin booking options, and a unique 'Book Me' page for seamless scheduling.

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Appointment Booking

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Invoicing + Subscriptions

Invoicing + Subscriptions

Streamline payments with online invoices, subscription management, and a membership site solution. Features include auto-converted estimates, one-time and subscription billing, client-managed subscriptions, and secure payment storage.

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Client Portal + Member Access

Client Portal + Member Access

Take charge of your processes by designing custom workflows that guide leads, prospects, and clients through a journey tailored to your business. Leverage no-code automations, dynamic pathways, and Kickoff Forms to streamline onboarding and scale effortlessly.

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Proposal + Contracts

Send stunning online proposals that prospects can easily review and accept without logging in. Create professional, multi-page proposals with eSignatures, auto-generated invoices upon acceptance, and time-saving templates, all with legally documented signatures.

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Proposal + Contracts

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Manage Projects

Manage Projects

Effortlessly manage your team and keep clients engaged with streamlined templates and automations. Save time with task templates, automated workflows, detailed time tracking, and Kanban boards, while seamlessly converting tasks into billable invoices.

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Complete Business Tasks

Keep your team organized and clients informed with tools that simplify time tracking, task management, and workflow automation. Enjoy quick access to all tools, eliminate repetitive work with task templates, streamline processes with automated workflows, and convert tasks into invoices effortlessly, all while staying organized with Kanban boards.

Complete Business Tasks

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LMS Learning + Monetization

LMS Learning + Monetization

Integrate learning into your business by using an LMS to create, share, and monetize courses for clients and staff. Design engaging courses with a drag-and-drop editor, lock content until lessons are completed, embed multimedia, and manage multiple courses within separate products effortlessly.

Cloud File Storage + Transfer

Simplify file management with secure storage and sharing solutions that maintain your brand integrity. Safely store client files, integrate uploads into onboarding, collect files with client requests, share files of any size, and manage them with flexible shared folders.

Cloud File Storage + Transfer

Secure Messaging + Live Chat

Streamline communication with clients and your team through secure and organized messaging. Enjoy HIPAA-compliant secure messaging, direct client messages, controlled access within your organization, unlimited folders for organization, and live chat with channels and direct messages.

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Secure Messaging + Live Chat

Integration

Integration

Boost productivity and streamline operations with seamless integration of industry-leading apps in one central hub. Manage payments with Authorize.Net, Stripe, PayPal, and Braintree; enhance communication with Zoom, Twilio, and WhatsApp; automate workflows with Zapier; sync schedules with Google Calendar; and ensure security with reCAPTCHA.

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Secure Messaging + Live Chat

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Support Tickets

Support Tickets

Deliver exceptional customer support with a dedicated channel in your branded client portal. Manage inquiries efficiently, equip your staff with advanced tools, and provide a seamless, professional experience for clients—all within your integrated White Label Client Portal.

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Secure Messaging + Live Chat

24/7 Tech Support

Enjoy 24/7 support from skilled professionals committed to ensuring your portal operates seamlessly. Benefit from quick issue resolution, proactive maintenance, and optimization, with access to assistance via email, live chat, or the support portal—delivering exceptional performance and client satisfaction anytime, anywhere.

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24/7 Tech Support

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