A portal that answers before they ask
"Where are we?" "Can you resend that invoice?" "When's our next call?" — give every client one link that answers all of it, free, for unlimited clients. No passwords, no portal-seat pricing, no second system to sync.
Free. No card. About two minutes to set up.
The portal shows the real thing
Portal products sync copies of your data into a client-facing shell. This portal is a permissioned window into the system itself — so it's never stale and never needs configuring.
- Invoices they can pay — open invoices with card payment on your rails; paid history alongside.
- Quotes they can sign — estimates accepted by typed name, recorded and timestamped.
- Meetings & booking — upcoming meetings, plus your booking page when you have open links.
- A direct line — an inquiry thread straight to your team — filed on the client, never lost in an inbox.
- Company-aware — a company contact sees its whole team's items, each quietly name-badged.
- Revocable in one click — disable the link and the portal — and its session — dies instantly.
When the client is a business, the portal becomes a workspace
Portals let clients look. The network lets the client's business participate: shared projects mirror into their own workspace with live status, a shared thread, and sign-off that can gate your billing — while your internals stay structurally invisible.
Portal software sells you a facade by the month
Here's the market, side by side. Every row links to a full, fair comparison.
| Tool | Price | Model | |
|---|---|---|---|
| Coordinator | $0 — every feature | A live window into the real system — plus the network | Start free → |
| SuiteDash | ~$19–$99/mo flat | Flat per account; unlimited users | Full comparison → |
| Assembly (formerly Copilot) | Free (5 contacts); ~$20–$140+/mo by contacts | Contact-count tiers + app and credit add-ons | Full comparison → |
| Moxo | From ~$500/mo (250 flows/yr) | Flat entry tier with metered flows; quotes above | Full comparison → |
| Clinked | ~$11/user–$599/mo; steep tier cliffs | Per-user entry; member-capped flat tiers above | Full comparison → |
| Ahsuite | Free (10 portals); ~$14–$24/user/mo + sub-user fees | Per-user + per-sub-user fees | Full comparison → |
Competitor pricing and limits are approximate, from published plans as of August 2026.
Free client portals, without the asterisk
No. Each client gets a magic link — open it and their portal is there: invoices, quotes, upcoming meetings, your catalog, and an inquiry thread to your team. Disable the link and access dies instantly.
Exactly what belongs to them: their open and paid invoices, their estimates awaiting signature, their meetings, your product catalog, and a private conversation with your team. A company contact automatically aggregates its whole team's items, each quietly badged.
Portal tools assemble a facade over your other systems — you configure modules and sync data into them. Here the portal is a window into the real system: the invoice on the portal IS the invoice in your books. Nothing syncs because nothing is separate.
Then the portal is just the beginning. On the network, the client's business runs its own side of shared work — live project status, one-click sign-off that can gate your billing, and your invoice arriving as their bill. No portal product has an equivalent.
All of them. No per-client fees, no portal-seat pricing, no tiers.
Send your first portal link today
Flip it on for any contact — and watch the 'can you resend that?' emails stop.
Free. No card. About two minutes to set up.