The client portal that transforms your service experience
Centralize all client communication and management in one modern platform. Integrated CRM, organized files, customizable collections, and automations that save hours for your team.
Centralize all client communication and management in one modern platform. Integrated CRM, organized files, customizable collections, and automations that save hours for your team.
Offer your clients a professional and modern experience. A fully customizable white-label portal with your visual identity, where your clients access everything they need in one place.
Customize colors, logo, and custom domain for an experience fully aligned with your brand
Reduce support calls by allowing clients to access information, documents, and services anytime
Interface adapted for desktop, tablet, and mobile, ensuring access on any device
Centralize client management, data, and files on an intuitive platform. Powerful CRM, custom collections, and integrated file storage for your team to work with maximum efficiency.
Manage relationships, interaction history, and client data in an intuitive interface
Create custom databases for any type of information your company needs to organize
Store, organize, and share documents securely with advanced permission controls
Eliminate repetitive tasks and reduce errors with intelligent automations. Set up custom workflows, automatic notifications, and integrations with your favorite tools.
Create automated workflows that execute actions in sequence without manual intervention
Keep everyone informed with automatic alerts via email, WhatsApp, and portal notifications
Connect with tools you already use: accounting, payments, CRM, and much more
Centralize clients, documents and tax obligations. Organize files, automate workflows and offer a portal for document submission and tracking of pending items.
Clients and campaigns in a collaborative platform. Share files, approve tasks and integrate tools to optimize processes and ensure on-time delivery.
Consulting companies use Baseportal to elevate their brand, optimize integration and strengthen client relationships.
Instead of building everything from scratch, create a custom application on our extensible platform and get many ready-to-use client-facing features.
Law firms use Baseportal to increase security, streamline client onboarding and facilitate working with clients.
Baseportal allows freelancers to manage their entire business with one platform and makes it easy to set up a customizable client portal.
Baseportal comes with a CRM, powerful permission controls and essential apps for file sharing, contracts and forms.
Connect products you already use, like Airtable and Calendly, discover new products built for the Baseportal platform or create your own custom application.
Baseportal offers a rich and customizable client portal, allowing you to share information, files and applications with your clients in a secure and scalable way.
Integrations
Connect Baseportal to the tools that drive your business every day.
Integrations
Integrations
Connect Baseportal to the tools that drive your business every day.
Client Portal
Client Portal
Set up a modern, branded client portal that acts as the central hub for your clients. You have full control over enabled apps and design.
Authentication
Authentication
Make it easy for clients to log into your portal with support for email/password, Google Auth and 2FA.
Expert Clean saved 30 times in costs with a personalized business management system.
Intencional Marketing increased productivity and improved client management by centralizing leads, briefs and deliverables.
"Baseportal is BLN's best companion. It allows us to optimize communication with clients, manage projects and create a special brand experience for our clients."
Rubney L. Belloni
Founder, @blncontabilidade
See how Baseportal can transform your company's processes in just a few minutes
