Features & Benefits

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Get Started

Your Clients & Staff will access your Client Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

Portal can be setup on your URL
White Label Mobile App is included
Fully Branded Login Page
Fully White Labeled email notifications
Users never see the Bgr8 brand

White Label Portal + Mobile App

Appointment Booking

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

Get Started

Appointment Booking

Invoicing + Subscriptions

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

Get paid Online + Subscription Payments + Membership Site
A complete Client Portal solution for sending invoices & receiving payments + 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’

Get Started

Client Portal + Member Access

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design.

Automated systems will let you take on more clients & grow your bottom line!

Start the onboarding using Kickoff Forms on your website
Automatically move Prospects through a journey
No-Code Automations make it easy to build autopilot systems
Direct the path of a Prospect/Client based on the choices they make
Designed to be flexible and adaptable to your workflow

Get Started

Proposal + Contracts

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

Get Started

Proposal + Contracts

Manage Projects

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

Get Started

Complete Business Tasks

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

Get Started

Complete Business Tasks

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

Get Started

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

Get Started

Cloud File Storage + Transfer

Secure Messaging + Live Chat

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

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

Get Started

Secure Messaging + Live Chat

Integration

Enhance productivity, improve communication, and simplify transactions, all from one central hub.

Our portal, supports integration with a wide range of industry-leading apps to help you streamline your business operations. By connecting these powerful tools to your portal.

Supported Integrations:

Authorize.Net: Secure and reliable payment processing for all your transactions.
Zoom: Effortlessly schedule and conduct virtual meetings and webinars.
Google Calendar: Sync and manage your schedules seamlessly across devices.
Stripe: Simplified and robust online payment processing.
Twilio: Enhance your communication with SMS, voice, and messaging services.
Zapier: Automate workflows by connecting your apps and services.
PayPal: Widely trusted online payment solution.
Braintree: Comprehensive payment gateway for a seamless checkout experience.
WhatsApp: Stay connected with your team and clients through instant messaging.
reCAPTCHA: Ensure your portal's security with Google's reCAPTCHA technology.

Get Started

Secure Messaging + Live Chat

Support Tickets

Always Here, Always Ready

A dedicated customer support channel within your own branded client portal.

Manage inquiries from start to finish.
Equip your team with the tools they need to resolve issues quickly and professionally.
Ensure client satisfaction throughout the process.
Effectively track and manage support inquiries from initiation to resolution.
Provide your staff with advanced tools to manage workloads efficiently and effectively.
Offer a dedicated customer support channel inside your White Label Client Portal.
Deliver a simple, professional, and effective customer experience with each interaction.

Get Started

Secure Messaging + Live Chat

24/7 Tech Support

Always Here, Always Ready

Get assistance any time of the day or night, no matter where you are.
Our team of experienced professionals is ready to solve your issues efficiently.
We prioritize quick resolution to minimize downtime and keep you productive.
From troubleshooting and maintenance to system optimization, we cover it all.
Reach us via email, live chat, or our support portal for convenient help.
We identify and address potential issues before they become major problems.
Our priority is ensuring you're happy and your portal is running smoothly.

Get Started

Features & Benefits

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Client Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

Portal can be setup on your URL

White Label Mobile App is included

Fully Branded Login Page

Fully White Labeled email notifications

Users never see the Bgr8 brand

White Label Portal + Mobile App

Appointment Booking

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

Appointment Booking

Invoicing + Subscriptions

Invoicing + Subscriptions

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

Get paid Online + Subscription Payments + Membership Site A complete Client Portal solution for sending invoices & receiving payments + 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’

Client Portal + Member Access

Client Portal + Member Access

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design.

Proposal + Contracts

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

Proposal + Contracts

Manage Projects

Manage Projects

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

Complete Business Tasks

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

Complete Business Tasks

LMS Learning + Monetization

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

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

Cloud File Storage + Transfer

Secure Messaging + Live Chat

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

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

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