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OnePoint Client Portal Software.
Business made simple.

Run your business like a BOSS with OnePoint Client Portal, our all-in-one business software suite that connects your team and streamlines your interactions with clients.  

Avoid the headache of configuring, learning, and paying for a basketful of separate software tools.

ONE APPLICATION.
ONE LOGIN.
ONE LOW PRICE.

Toolbox with tools refers to the many tools replaced by OnePoint client portal software.

OnePoint replaces the core functionality of ALL these tools:

Client Portal Software

Advanced Secure File Exchange

CRM / Client Management

Custom On-Boarding

Appointment Booking

Project Management

Time Tracking & Billing

Paperless Proposals

Estimates & Invoicing

Documents with eSigning

LMS Learning Management

Custom Embeddable Forms

Email & Drip Marketing

Real Time Team Chat

How much can you save?

 

Other productivity platforms lock you into a per-user or per-client agreement, so as your company grows, so does your bill.

We don’t believe in limiting your growth, so there are NO per-user or per-client charges to use our platform.

Compare that to the competition and you’ll quickly see for yourself.

Our Client Portal includes advanced Customer Relationship Management (CRM)

CRM + Automation

Create as many onboarding funnels as you need, all designed to efficiently convert leads into happy customers.

 

  • Embed custom forms on your website
  • Create unlimited custom fields in CRM
  • Customize the Client Portal for every customer
  • Automate your onboarding and lead generation
  • Create sales funnels and landing pages to suit your needs

OnePoint Client Portal Software replaces:

OnePoint makes it easy to acquire leads and automatically onboard new clients using automation.

White Label Portal + Mobile App

Clients and staff alike will access your Portal via your customized URL and a fully fustomizable login screen. If they are always on the go, they can install your white label mobile app on their phone or tablet and be sure to always stay in touch.

 

  • Portal can be set up on your URL
  • White label mobile app included with ALL installations
  • Fully branded and customizable login page
  • Fully white labeled email notifications
  • Your users never see the OnePoint brand

OnePoint Client Portal Software replaces:

Woman inserting credit card into oversized mobile phone, alluding to the mobile app included with all our client portal plans.
Woman inserting credit card into oversized mobile phone, alluding to the mobile app included with all our client portal plans.

White Label Portal + Mobile App

Clients and staff alike will access your Portal via your customized URL and a fully fustomizable login screen. If they are always on the go, they can install your white label mobile app on their phone or tablet and be sure to always stay in touch.

 

  • Portal can be set up on your URL
  • White label mobile app included with ALL installations
  • Fully branded and customizable login page
  • Fully white labeled email notifications
  • Your users never see the OnePoint brand

OnePoint Client Portal Software replaces:

One simple interface for your clients across multiple channels.

Simple. Modern. Powerful.

People in a conference room discussing onboarding clients using our client portal.

Onboarding + Custom Dashboards

Configure your portal so each client can only see their own data, status, and/or files. Show them whatever you want them to see with pre-built templates and pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widge directly into your Client Portal.

 

  • Assign a custom dashboard to each client
  • Set your custom dashboard as the client’s “Start Page”
  • Each client sees ONLY their own data

OnePoint Client Portal Software replaces:

OnePoint Client Portal Software does the job of many tools in one. 

How much money, time, and frustration would you save if you could run your entire business from one single application?

Invoicing + Subscriptions

OnePoint Client Portal Software is your complete solution for sending invoices, receiving payments, and managing subscriptions directly in the portal. OnePoint provides you with a fully featured subscription payment and membership site solution, with powerful subscription management options for both you and your client.

 

  • Quickly create invoices and accept payment online
  • Automatically convert Estimates to Invoices
  • Invoice both one-time and subscription (recurring) items
  • Clients can optionally manage or cancel subscriptions
  • Securely store payment methods on file for easy recurring payments

OnePoint Client Portal Software replaces:

Illustration representing our client portal sending an invoice to a mobile device
Illustration representing our client portal sending an invoice to a mobile device

Invoicing + Subscriptions

OnePoint Client Portal Software is your complete solution for sending invoices, receiving payments, and managing subscriptions directly in the portal. OnePoint provides you with a fully featured subscription payment and membership site solution, with powerful subscription management options for both you and your client.

 

  • Quickly create invoices and accept payment online
  • Automatically convert Estimates to Invoices
  • Invoice both one-time and subscription (recurring) items
  • Clients can optionally manage or cancel subscriptions
  • Securely store payment methods on file for easy recurring payments

OnePoint Client Portal Software replaces:

Imagine one central hub for billing, planning, scheduling, communicating, and marketing.

Imagine freedom.

Illustration of students in class, representative of how our client portal can be used as an education platform.

LMS Learning + Monetization

Packaging up your expertise into an online course can be a great asset and new revenue stream for your business or organization! Moneitze your courses, use them as lead generators, train your staff, or educate your clients! There are countless creative uses that make our LMS an invaluable tool in your toolbox.

 

  • Create courses for clients and staff
  • Easily build beautiful courses using our drag & drop editor
  • Lock content until previous lessons are completed
  • Easily embed video, images, charts, tables, etc.
  • Allows for a course to be included in multiple products.

OnePoint Client Portal Software replaces:

OnePoint’s flexible, modular system works for anyone in any industry.

Create your portal the way YOU want.

Client Onboarding + Member Access

Take control of your process by defining the work flows you need to run your business smoothly. Invite your leads, prospects and clients into a journey of your own design. Automation lets you take on more clients and continually grow your bottom line!

 

  • Start the onboarding using custom Kickoff forms on your website
  • Automatically move prospects through a journey
  • No-Code Automations make it easy to run your business on autopilot
  • Direct the path of a prospect or client based on the choices they make
  • Designed to be flexible and adaptable to your workflow

OnePoint Client Portal Software replaces:

Illustration of faceless figures in gear cogs, showing how our client portal can automate client onboarding processes.
Illustration of faceless figures in gear cogs, showing how our client portal can automate client onboarding processes.

Client Onboarding + Member Access

Take control of your process by defining the work flows you need to run your business smoothly. Invite your leads, prospects and clients into a journey of your own design. Automation lets you take on more clients and continually grow your bottom line!

 

  • Start the onboarding using custom Kickoff forms on your website
  • Automatically move prospects through a journey
  • No-Code Automations make it easy to run your business on autopilot
  • Direct the path of a prospect or client based on the choices they make
  • Designed to be flexible and adaptable to your workflow

OnePoint Client Portal Software replaces:

Make every aspect of your business work seamlessly with all the others. 

No more cobbling together software solutions.

Illustration of a manila folder and some documents, showing our how client portal can store and handle documents of all kinds.

Cloud File Storage + Secure Transfer

Uploading and downloading files has never been easier. Using a client portal to share files gives you tools designed to do the exact job you need, quickly and efficiently, all the while protecting and promoting your brand integrity.

 

  • Client files are securely insulated
  • Integrate file upload requests into onboarding process
  • Use File Requests to ask clients to upload specific files
  • Share Folders are powerful as they are flexible
  • Send or Share files of ANY size to ANYONE!

OnePoint Client Portal Software replaces:

Spend less time managing and more time doing.

Paperless Proposals + eSigning

Design and send beautiful content-rich, multipage proposals that can automatically trigger other actions when accepted (such as invoice creation, additional documents, etc.)

 

  • Proposals can be easily viewed and eSigned online
  • Prospect does not need to log in to view the proposal
  • Automatically generate an invoice when Prospect accepts
  • Templates allow quick creation of new proposals without repetitive work
  • Signature is thoroughly documented and 100% legal

OnePoint Client Portal Software replaces:

Illustration of a man signing a laptop screen, showing how our client portal software facilitates eSigning.
Illustration of a man signing a laptop screen, showing how our client portal software facilitates eSigning.

Paperless Proposals + eSigning

Design and send beautiful content-rich, multipage proposals that can automatically trigger other actions when accepted (such as invoice creation, additional documents, etc.)

 

  • Proposals can be easily viewed and eSigned online
  • Prospect does not need to log in to view the proposal
  • Automatically generate an invoice when Prospect accepts
  • Templates allow quick creation of new proposals without repetitive work
  • Signature is thoroughly documented and 100% legal

OnePoint Client Portal Software replaces:

OnePoint guides your prospect through the entire journey to becoming a client. You can communicate with them at any point in the process and they’ll never get lost in the shuffle.

Illustration of a calendar, showing how our client portal can easily manage your scheduling.

Appointment Booking + Automations

Includes many powerful options to control all the details around specific appointment types, and to set up automated actions when an appointment is booked, canceled, or rescheduled.

 

  • Can be used by your entire team
  • Leads can book time directly from your website
  • Create your own booking landing page with custom URL
  • Sync appointments to your Google calendar and never double-book again
  • Admin can book appointments on behalf of others

OnePoint Client Portal Software replaces:

A one-stop app to replace many others, and replace them well.

One app to rule them all…

Projects + Templates + Automation

Nothing is ever more than a few clicks away, ensuring you always have what you need: manage your team, keep your clients updated & involved, and easily track time spent on a particular project or task. Turn that tracked time into a billable item on an invoice with one click.

 

  • Task templates and generators eliminate repetitive busy-work
  • Design a workflow, then automate the steps seamlessly
  • Task timers allow for tracking at the task level
  • Easily convert tasks or projects into invoices
  • Kanban boards simplify organization

OnePoint Client Portal Software replaces:

Man in a suit pointing to various charts as though making a presentation. Our client portal includes project management and automation for easy collaboration.
Man in a suit pointing to various charts as though making a presentation. Our client portal includes project management and automation for easy collaboration.

Projects + Templates + Automation

Nothing is ever more than a few clicks away, ensuring you always have what you need: manage your team, keep your clients updated & involved, and easily track time spent on a particular project or task. Turn that tracked time into a billable item on an invoice with one click.

 

  • Task templates and generators eliminate repetitive busy-work
  • Design a workflow, then automate the steps seamlessly
  • Task timers allow for tracking at the task level
  • Easily convert tasks or projects into invoices
  • Kanban boards simplify organization

OnePoint Client Portal Software replaces:

Automate your outreach and reclaim your time.

OnePoint is the best assistant you never hired.

Illustration of a young man carrying an oversized representation of an email, showing how our client portal can easily handle email marketing and drip campaigns.

Email Marketing + Drip Campaigns

Easily add contacts to your marketing audiences and send campaigns as needed. Email campaigns can be scheduled ahead of time, and drip campaigns send automatically based on a predefined schedule for any new address added to your audience.

 

  • Add email recipients manually or via embedded form
  • Send campaigns instantly or schedule ahead of time
  • Campaign templates allow you to re-use your base design in multiple campaigns
  • Import existing subscriber list via CSV
  • Track campaign opens and clicks

OnePoint Client Portal Software replaces:

Say goodbye to empty printer ink cartridges, lost papers, or dry ballpoint pens. 

OnePoint makes signing contracts quick and simple.

E-Signing + Contracts

Dynamically generated contracts will save you TONS of time, eliminate mistakes, streamline your workflow, and reduce onboarding time. You’ll be able to say goodby to your e-signature solution since OnePoint handles it for you.

 

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

OnePoint Client Portal Software replaces:

Illustration of a document with a feather quill, showing how our client portal can handle eSigning and contracts with ease.
Illustration of a document with a feather quill, showing how our client portal can handle eSigning and contracts with ease.

E-Signing + Contracts

Dynamically generated contracts will save you TONS of time, eliminate mistakes, streamline your workflow, and reduce onboarding time. You’ll be able to say goodby to your e-signature solution since OnePoint handles it for you.

 

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

OnePoint Client Portal Software replaces:

Reduce or eliminate email clutter by using Secure Messaging instead.

All your important messages conveniently in one place.

Illustration of chat bubbles represents our client portal secure messaging and live chat features.

Secure Messaging + Live Chat

With OnePoint, you have your own private & secure messaging network directly inside your portal. Send messages securely to one or more clients or staff members. Live chat keeps your team in sync through the toughest of projects.

 

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

OnePoint Client Portal Software replaces:

Frequently Asked Questions

What is a client portal?

A Client Portal (or Customer Portal) is a cloud-based collection of files, services, and information available over the internet.  Portals are most often used to communicate with clients, share large files, and create custom client experiences to increase retention. 

How can I use a client portal?

Your client portal can serve an endless number of functions in your organization.  It could be your: 

  • Secure messaging portal
  • Staff communication portal
  • Client education hub
  • Staff education hub
  • Billing system 
  • File share 
  • and so much more

OnePoint’s goal is to be the foundation on which you build YOUR business software.  Simply put, using a client portal is the best way to guarantee an excellent client experience. 

OnePoint was designed from the ground up to give unmatched flexibility and an extremely professional appearance.  To achieve this without OnePoint, your organization would typically need to use dozens of tools and spend a monthly fortune in licensing fees.

What makes OnePoint different?

Other all-in-one business applications don’t perform the unique tasks as efficiently or easily as OnePoint.  Many business owners have been able to deprecate multiple line of business applications thanks to OnePoint’s all-inclusive offerings.  

In fact, Clear Sky Technologies is one such company.  After using OnePoint, we were able to unload five applications, thanks entirely to OnePoint.  This has saved the company hundreds of dollars every month in licensing fees alone, and we can accomplish more with OnePoint than we could before.  

How secure are your client portals?

We follow all best practices to ensure the safety of your files, including 256-bit encryption (the same standard your bank uses).

The entire platform is backed up multiple times per day, and we have a strong process in place to take care of all hiccups, big and small.

Not only is our client portal secure and safe to use but it’s also HIPAA-compliant.  This 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 OnePoint include project management?

Yes, and so much more!  OnePoint is an all-in-one solution which serves not only as a client portal, but also as your primary business platform because of the myriad toolkits it contains to help cover all your needs. 

One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one unified, easy-to-use platform. 

Your clients will be able to track activity on their projects, but you can also use this client portal to do much more than just that. 

For example, your clients will be able to: 

  • Upload files and see shared resources (like DropBox)
  • Send you private messages (without cluttering your email)
  • Sign documents (no need for HelloSign anymore!)
  • Pay invoices (major gateways supported)
  • View and interact with custom pages (just like a membership portal!)
Will OnePoint upstage my brand?

Absolutely not. 

In fact, when you work with us to fully white label your account, your clients will never see anything that refers to OnePoint.  

Our solution is completely white label, even on our least expensive plan.  Everything your clients experience in your client portal will be using your logo and branding.  

We even include a mobile app with your branding for free with all plans!

How does the 14-day free trial work?

Regardless of which plan you want, all free trial accounts are on the Platinum Plan.  Free trial accounts are fully functional except for marketing autoresponders, which are only available on paid plans.

No need to enter a credit card, and absolutely no commitment or contracts of any kind.

When you are ready to automate and streamline your business with OnePoint, simply log in to our portal and confirm which plan you would like.  You’ll receive an invoice, and we hit the ground running.

Try it free for 14 days!

See the magic in action for yourself!  Just fill out the form below to try it for yourself for FREE for 14 days.  No obligations, no committments. We won’t even ask for a credit card.