Communication & Interfaces

Partner-Portal

Create branded portals for each client. Upload deliverables, reports, and invoices. Share a single link — clients see everything in one professional, trackable space.

Status
Active
Pricing
From $19/month

Partner-Portal

Overview

Agencies and consultants deliver work through a patchwork of tools — Google Drive links, email attachments, Notion pages, and Dropbox folders. Partner-Portal replaces this fragmentation with branded, professional client portals where deliverables are organized, trackable, and presentation-ready.

Branded Client Experience

Each client gets a dedicated portal page customized with your brand colors, logo, and domain presence. Upload reports, files, links, and other deliverables to the portal, and share a clean URL with your client. The experience reflects your brand, not a third-party tool, reinforcing your professionalism at every touchpoint.

View Tracking

Partner-Portal tracks when clients open their portal and which deliverables they view. This visibility helps you understand client engagement — are they reviewing your work promptly, or do they need a follow-up? View data also provides evidence that deliverables were made available, which can be important for billing and scope discussions.

Organized Delivery

Instead of scattering deliverables across multiple platforms and email threads, everything lives in one place. Clients know exactly where to find their materials, and you maintain a clean record of what was delivered and when. For agencies managing multiple clients, this organization saves significant time and reduces the risk of sending the wrong files to the wrong client.

Starting at $19/month, Partner-Portal is part of OPERIUM's Communication & Interfaces domain. After delivering work through Partner-Portal, use FeedbackPulse to collect testimonials. For formalizing the engagement that led to the deliverables, Contract-Sign in our Operational Management domain handles e-signatures.

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