ALL-IN-ONE BUSINESS SOLUTION

Manage your business like a PRO with brandHustle, the All-in-One Business Solution that empowers collaboration with your team, and automates interaction with your clients. Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

* UNLIMITED Clients + Portals + Staff

14 DAY FREE TRIAL

no credit card needed, fully functional account

CRM + Automation

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

  • Embed Kickoff Form on your website
  • Unlimited Custom Fields in CRM
  • Customize the Client Portal experience
  • Automate your Onboarding process
  • Create Funnel/Landing Pages to suit

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

  • Portal can be setup on your URL
  • White Label Mobile App is included
  • Fully Branded Login Page
  • Fully White Labeled email notifications
  • Users never see the brandHustle brand

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.]

  • Assign a custom Dashboard to each Client
  • Set custom Dashboard as the ‘Start Page’
  • Each Client uniquely sees their own data

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

  • Quickly create Invoices that can be paid online
  • Auto-convert Estimates to Invoices
  • Invoice both ‘One Time’ & Subscription items
  • Clients can manage & cancel Subscriptions
  • Securely store ‘Payment Methods on file’

LMS Learning + Monetization

Integrate Learning into your Business

Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.

  • Create Courses for Clients and Staff
  • Build beautiful courses using our drag & drop Editor
  • Lock content until previous Lessons are completed
  • Easily embed video, images, charts, etc.
  • Allows for multiple Courses configured in separate Products

Client Onboarding + Member Access

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

  • Start the onboarding using Kickoff Forms on your website
  • Automatically move Prospects through a journey
  • No-Code Automations make it easy to build autopilot systems
  • Direct the path of a Prospect/Client based on the choices they make
  • Designed to be flexible and adaptable to your workflow

PROGRESSIVE WEB APP (PWA)

A Progressive Web App is a website that looks like a native mobile app; it is run in a browser, so there is no need to download the app from the stores.

PWAs are designed to eliminate essential issues from slow networks to a complete lack of connectivity. Such websites use the latest web technologies to provide a fast, reliable, and engaging user experience.

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

  • Client files are securely insulated
  • Integrate file(s) upload into onboarding
  • Use File Requests to ask Clients to upload
  • Send/Share files of any size to anyone
  • Shared Folders are powerful & flexible

Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)

  • Proposal are viewed & eSigned online
  • Prospect/Client does not need to log in to view
  • Auto-generate Invoice when Client accepts
  • Templates prevent repetitive work
  • Signature is documented & 100% legal

Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.

  • Can be used by your entire team
  • Leads can book directly from your website
  • Create a ‘Book me’ landing page with custom URL
  • Sync appointments to your Google calendar
  • Admin can book on behalf of others

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

  • Task Templates & Generators eliminate repetition
  • Design a workflow, then automate the steps
  • Task timers allow for granular time tracking
  • Easily convert tasks/projects into Invoices
  • Kanban boards simplify organization

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.

  • Add manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign Templates let you re-use base design
  • Import your existing subscriber list via CSV
  • Track campaign opens and clicks

E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

  • Document Templates with Dynamic Data for use in Automations
  • Trigger a Document to be sent/signed on autopilot
  • Fully compliant Audit Trail including IP address
  • Notifications when a Document is viewed, signed, and completed
  • Trigger a variety of automatic actions after the Document is signed

Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

  • HIPAA Compliant secure messaging
  • Clients can send messages to you
  • Control who in your org Clients can message
  • Organize with unlimited Folders
  • Live chat w/ direct messages & channels

F.A.Q.s

What is a client portal?

A Client (or Customer) portal is a cloud-based  gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device.

Portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files and create custom customer journeys to increase retention and reduce churn rates.

How can I use a client portal?

Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience.

That’s why we built brandHustle.

The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and an extremely professional appearance. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development.

What Makes brandHustle different?

We are a “Community-centered” solution. We build what the Community asks for, because in this way, we know that you’ll really use and really love what we build.

You can find a features list on our website, but what you really want is to know if we are the best solution for your company – right?

Easy! We’ll let you decide! We have over 600 reviews on G2 and Capterra, you can see them here:

REVIEWS on G2

REVIEWS on Capterra

Our live average rating is 4.9/5 and almost all of our customers say they’d suggest brandHustle on their personal blog and to their friends.

We prioritize customer satisfaction over everything and constantly develop the tool to be easy to use, but also to become better, faster and more feature-rich. brandHustle is here for the long run, will you join us?

How secure are your client portals?

We follow all the best practices to make sure your files are safe all the time.

Our team backs up the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours.

Not only is our client portal is safe to use, but it’s also HIPAA compliant: https://brandHustle.com/wp/hipaa-compliance/

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 brandHustle include project management?

Yes, but it’s so much more! brandHustle is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to 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 platform.

Your clients will be able track activity and be updated on their projects, but you can use this client portal for to do a lot more than just that!

For example, they will be able to:

  • Upload Files and see Shared Resources (DropBox-style)
  • Send you Private Messages (goodbye emails)
  • Sign Documents (who said we need Hellosign?)
  • Pay Invoices (all major gateways supported, 0% fee on our side for all plans)
  • See custom pages (yup, like a membership portal!)
Will your client portal upstage my brand?

No, it won’t. In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to brandHustle.

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, branding. We also include a White Label Mobile App with your branding for free!

* UNLIMITED Clients + Portals + Staff

14 DAY FREE TRIAL

no credit card needed, fully functional account

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