Client Portal Software




Manage your business like a PRO with Pro Manager V, the All-In-One Business Software that empowers collaboration with your team, and automates interaction with your clients.


Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

Pro Manager V REPLACES the core functionality of ALL these tools


 Client Portal Software

 Advanced File Exchange

 CRM / Client Management

 Advanced Form Builder

 No-Code Automation Builder

 Custom Client On-Boarding

 Appointment Scheduling

 Project Management

 Time Tracking & Billing

 Cloud-Based Proposals

 Estimates & Invoicing

 Documents & eSigning

 LMS Learning Management

 Custom Embeddable Forms

 Email & Drip Marketing

 Real Time Team Chat

How much can you save?

The CRM and Client portal is where it starts, but certainly not where it ends. Pro Manager V can effectively support the needs of your internal team while simultaneously bridging the communication gap between you and your clients.

CRM + Automation

Automate your Lead generation and Onboarding Process


Create and configure multiple acquisition and onboarding funnels designed to efficiently convert Leads into happy Customers.


  • Embed Kickoff Form on your website
  • Unlimited custom fields in CRM
  • Customize the client portal experience
  • Automate your onboarding process
  • Create Funnel/Landing pages to suit


Client Portal Alternatives

Pro Manager V uses automation to help you acquire leads and quickly onboard new clients.

White Label Portal + Mobile App

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


Your clients and staff will access your portal via your custom URL and 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 Pro Manager V brand



Client Portal Mobile App

One simple interface for your clients across multiple channels. 

Simple. Modern. Powerful

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard


Each client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube and Vimeo videos, or any other embeddable widget directly into Client Portal.


  • Assign a custom dashboard to each client
  • Set custom dashboard as the ‘Start Page’
  • Each client uniquely sees their own data


Customer Login Portal

Our all-inclusive platform  can perform numerous tasks without needing different tools to complete the same work.

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site


A complete solution for sending invoices and receiving payments directly in the portal + a fully featured Subscription Payment and 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’ and subscription items
  • Clients can manage and cancel subscriptions
  • Securely store payment methods on file


Online payments in Client Portal

Use a single hub to manage your planning, scheduling, messaging, billing, marketing, etc., rather than navigating several disjointed solutions that don’t “speak” to one another.

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 and drop editor
  • Lock content until previous lessons are completed
  • Easily embed video, images, charts, etc.
  • Allows for multiple courses configured in separate products



The modular Pro Manager V solution works for everyone in any sector, and is adaptable so you can customize your portal specifically for your business.

Client Onboarding + Member Access

Onboarding Clients on Autopilot


Take control of your processes by defining the workflows and taking your leads, prospects and clients on a carefully crafted journey to profitability. Automated systems will let you take on more clients and 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



Secure Messaging directly from Client Portal

No more piecing together software from different providers. Pro Manager V offers a singular, effective, and affordable solution, that ensures all of your business components work together in perfect harmony.

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 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 and flexible


Client File Management Portal Software

The Pro Manager V All-In-One Business Management Platform takes the place of numerous other apps that charge high monthly subscription fees. Our All-In-One Business Management Platform manages clients, proposals, contracts, billing, invoices, communications, project tasks, and so much more, all for a much lower cost to you.

Cloud Proposals + eSigning

Send professional proposals online to your prospects for their review and easy acceptance


Design content-rich, multi-page proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional documents, etc.)


  • Proposals are viewed and eSigned online
  • Login is not required for prospect/client to view
  • Auto-generate invoice when client accepts
  • Templates prevent repetitive work
  • Signature is documented and 100% legal



Proposal Software Client Portal

Pro Manager V helps you effectively engage with your leads and prospects, and support at each stage of the sales process through client onboarding.

Appointment Booking + Automations

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



Scheduling Appointment directly from Client Portal

Pro Manager V covers the entire project management process, from beginning to end.

Projects + Templates + Automation

Manage your team and keep your clients updated and involved. Templates and 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 and 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


Project Management Software Client Portal

This singular software effectively automates and manages business operations and administration, including client billing, task and project assignments, document sharing, form building, and data collection.

Email Marketing + Drip Campaigns

Easily add contacts to your marketing audiences and automatically move them to new audiences based on triggers/actions


Traditional email campaigns can be created and sent at a particular date and time, yet with Autoresponders/Drips, emails can be scheduled to send automatically to any new email address you add to your Audiences.


  • Add contacts manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign templates let you re-use base design
  • Import your existing subscriber list via CSV
  • Track campaign opens and clicks



Client Email Marketing Software

Say good-bye to ballpoint pens, misplaced documents, and empty printer ink cartridges.

Contract signing with Pro Manager V is quick and easy.

E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow and reduce your onboarding time.


  • Document templates with dynamic data for use in Automations
  • Trigger a document to be sent/signed on autopilot
  • Fully compliant audit trail including IP address
  • Notifications when a document is viewed, signed, and completed
  • Trigger a variety of automatic actions after the document is signed



Proposal Software Client Portal

Use Secure Messaging to streamline communications and increase response time.

Secure Messaging + Live Chat

Communicate seamlessly with clients and your team in a secure and organized way


Your own private and secure messaging network from within your own portal. Send secure messages to one or more clients or staff members, or use Live Chat to keep your team collaborating and in sync.



  • HIPAA compliant secure messaging
  • Clients can send messages to you
  • Control who in your organization clients can message
  • Organize with unlimited folders
  • Live chat with direct messages and channels



Secure Messaging directly from Client Portal


What is a client portal?

A client portal is a cloud-based gateway to a collection of digital files, services, and information accessible over the Internet on a desktop and/or mobile device. Portals are most commonly used to exchange private messages, manage clients (with an integrated CRM solution), share and download files and create custom customer journeys to increase retention and reduce churn rates.

How can I use a client portal?

Manually sending and responding each individual email and client request is critical, but not necessarily efficient. To better manage the process and your valuable time, Pro Manager V offers a better way to ensure an excellent client experience via a client portal, designed to give you easy access, unparalled flexibility, and an extremely professional appearance. Without our platform, you would likely need to demo dozens of tools or spend a fortune in custom development to find a platform as robust as ours.

What Makes Pro Manager V different?

We are a “community-centric, need-driven” solution. Our platform offers what the business community desperately needs, and know from our own experience, just how useful of a tool it is. While you can skim through the features list on our website, what you really want to know is if we are the best solution for your company. Our response to that is an assurance to our customers that we prioritize your satisfaction and that includes offering you business management tools that are easy to use, feature-rich and will grow with you in the long term.

How secure are your client portals?

We follow all the best practices to make sure your files are safe all the time. The entire platform is backed-up multiple times per day an strong processes are in place to address any hiccups (large or small), with the average response time for our tickets being less than 10 hours. Not only is our client portal is safe to use, but it’s also HIPAA compliant which means you can use the tool even if you are a doctor and need to share private information with your patients, or if you’re an accountant and need to update your terms, or send your clients their self-assessment for the year.

Does Pro Manager V include project management?

Yes, but it’s also so much more! Pro Manager V is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform as it contains multiple toolkits to cover all your administrative, management, and operational needs. In fact, one of the most compelling reasons our customers choose our platform over others is because they see the benefits of having a single, unified, affordable solution that satisfies all of their clients and their own needs. For example, while your clients can track project activity and get updates on their projects, you can use the client portal to track billable hours, generate contracts and invoices, and so much more!

Will your client portal upstage my brand?

Not at all. In fact, when you take the steps to fully white label your account, your clients will never see anything reference to Pro Manager V.  Our solution is able to be completely white labeled, even on our least expensive plan. Your entire client experience within your portal will contain your logo and branding. We also include a White Label Mobile App for free!