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Description
Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.
Description
iPEGS assists individuals, businesses, as well as organisations to go paperless through electronic forms and apps. Customers, clients, and employees can access, complete, submit, and submit forms from any device. There is no need to have an internet connection - forms can be completed online or face-toface using the iPEGS Form Apps. No more bad handwriting, missing information, or delays. iPEGS reduces paper usage, improves efficiency, and saves time. iPEGS makes it easy to go paperless.
iPEGS Remote is flexible and can be used to send forms electronically from any device. You can send forms via SMS, Whatsapp Messenger, Messenger, email, and SMS. You can also add forms to your website, social networks, or complete forms face to face. iPEGS Direct is an Offline App product. It is ideal for workers in remote areas or those who need to edit forms on an ongoing basis.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$69 per month
Free Trial
Yes
Free Version
No
Pricing Details
£12.00 per month
2 Payment Options:
- Pay As You Go: Simply Purchase Credits When You Need Them. No Contract. No Min Term
- Pay Monthly: Pay Monthly Offers Discounts on Pay As You Go Credits. 12 Month Contract
- Pay As You Go: Simply Purchase Credits When You Need Them. No Contract. No Min Term
- Pay Monthly: Pay Monthly Offers Discounts on Pay As You Go Credits. 12 Month Contract
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Portal
Country
United States
Website
www.joinportal.com
Vendor Details
Company Name
iPEGS
Country
United Kingdom
Website
ipegs.co.uk
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
File Sharing
Audit Trail
No
Chat / Messaging
No
Collaboration
No
Document Management
No
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
No
User Management
No
Version Control
No
Workflow Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Live Chat
Canned Responses
No
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
No
Website Visitor Tracking
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
No
