AI agents ready to collaborate with your client portal

Impress your clients with a modern portal, simplify integration and service delivery, save time with automations and organize everything faster.

Hero Baseportal

AI Agents

Agents don't just automate, but execute tasks for you.

Client App / Portal

Impress clients with a modern and white-label experience.

Workflows

Create workflows that automate time-consuming tasks.

Document Signing

Create documents and request electronic signatures with legal validity.

Collections

Perfect integration with your own data source.

Processes

Assign tasks to clients and your team and stay more organized.

Files

Facilitate secure file and folder sharing with clients.

Integrations

Integration with WhatsApp and market-leading tools.

Features that drive your business.

Accounting
Accounting
Centralize clients, documents and tax obligations. Organize files, automate workflows and offer a portal for document submission and tracking of pending items.
Marketing
Marketing
Clients and campaigns in a collaborative platform. Share files, approve tasks and integrate tools to optimize processes and ensure on-time delivery.
Consulting
Consulting
Consulting companies use Baseportal to elevate their brand, optimize integration and strengthen client relationships.
Startups
Startups
Instead of building everything from scratch, create a custom application on our extensible platform and get many ready-to-use client-facing features.
Legal
Legal
Law firms use Baseportal to increase security, streamline client onboarding and facilitate working with clients.
Freelancers
Freelancers
Baseportal allows freelancers to manage their entire business with one platform and makes it easy to set up a customizable client portal.

Trusted by high-performance companies

Simplify your business

Baseportal comes with a CRM, powerful permission controls and essential apps for file sharing, contracts and forms.

Collections

Custom Database Creation: Configure tailored databases for your company.

CRM

Collections

CRM

Collections

Custom Database Creation: Configure tailored databases for your company.

Files

CRM

Files

Facilitate file sharing with clients, stay organized with folders and sign contracts with electronic signature requests.

CRM

CRM

CRM

Create clients, associate companies and manage custom fields. After clients are created, you can interact with them through apps.

Custom Page

CRM

Custom Page

Create custom pages for your client portal simply and intuitively, adding titles, texts, images and products in just a few clicks.

Integrate your favorite apps

Connect products you already use, like Airtable and Calendly, discover new products built for the Baseportal platform or create your own custom application.

Google Drive
Google Drive
Looker Studio
Looker Studio
Power BI
Power BI
Google Sheets
Google Sheets
Hubspot
Hubspot
Canva
Canva
Notion
Notion
Calendly
Calendly
Trello
Trello
N8N
N8N
Open AI
Open AI
Claude
Claude

Client Portal

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

Integrations

Integrations

Connect Baseportal to the tools that drive your business every day.

Client Portal

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

Authentication

Make it easy for clients to log into your portal with support for email/password, Google Auth and 2FA.

Meet the companies that work more efficiently with Baseportal

Background Bln Contabilidade
Bln Contabilidade

Discover how BLN saves 160 hours per month by enhancing customer service with a personalized CRM that unifies data from various systems.

Background Expert Clean
Expert Clean

Expert Clean saved 30 times in costs with a personalized business management system.

Intencional Marketing

Intencional Marketing increased productivity and improved client management by centralizing leads, briefs and deliverables.

Rubney L. Belloni

"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

Free Demonstration

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See how Baseportal can transform your company's processes in just a few minutes

Baseportal Sales
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