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UNLIMITED PRICING

Start with a 14-day, Free Full-Featured Trial

Monthly / Quarterly / Semiannually / Yearly

Starter
$30

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Foundational Business Tools

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UNLIMITED CRM Contacts

UNLIMITED Staff/Team

UNLIMITED Portals

Extreme White Labeling

Custom Branded Mobile App

Email Marketing Campaigns

100GB File Storage

Docs / Academy / Community

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No Contracts / No Risk

Growth
$45

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Everything in Start +

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Autoresponder Drip Marketing

Dynamic Proposals Toolkit

Custom Folder Generators

Advanced Custom Menus

Deal Stage Pipelines

Client-Side Live Chat

Total of 500GB File Storage

1 FREE Wizarding Session***

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No Contracts / No Risk

Pinnacle
$30

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Everything in Thrive +

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Complete Automation Toolkit

FLOWs Onboarding Toolkit

LMS Learning Management

Support Tickets Toolkit

Task Dependencies

Client/Customer Journeys**

Total of 2TB File Storage

1 BONUS Wizarding Session***

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No Contracts / No Risk

* UNLIMITED Clients & Staff for all Plans
 

** Feature is Coming Soon
 

*** One-on-One Live Session w/ a Certified SuiteDash Wizard

Customer Portal

Why Customer Portal?
 

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Customer Portal Solutions: All-In-One Business Software

SaaS Automated Business Management & Secure Client Portal Software, Branded White Label Client Portals, Email Marketing + Drip Campaigns, Structured Onboarding, Integrated CRM, Appointment Scheduling, Proposals, Contracts & eSignature, Project & Task Management, Invoicing & Recurring Billing, Subscription Management, Time Tracking, Wiki/Intranet, File Sharing, Client Dashboards, Secure Messaging, Support Tickets, LMS Learning, Community Forum, Staff Management, Chat / Direct Messaging with Staff AND with Clients, and much more...

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All-in-One Business Software optimized for any/all kinds of small/medium sized businesses (SMBs). Powering dozens of professional niches including Digital & Website Agencies, Marketing & SEO Agencies, Accounting Bookkeeping & CPA, Tax Return & Preparation, Financial Services & Wealth Management, Insurance Agencies & Agents, Law Firms & Attorneys, Real Estate, Construction & Property Management, Consulting & Coaching, Virtual Assistant, Travel Agencies & Travel Advisors and many more!

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Customer Portal Solutions is not affiliated with or endorsed by any of the organizations or software products that may be represented by a logo on this page any other page of the Customer Portal Solutions website, or associated advertising. Usage of these logos is only for the purposes of comparison.

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​Copyright © 2026 Customer Portal Management Solutions, LLC All rights reserved.

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