Client Portal Software
+ Bookings Marketing Mobile App Your Brand CRM Automations Dashboards File Transfer Proposals eSigning Payments Subscriptions
The THINGS SALLY can do for YOU!
ONE LEARNING CURVE, ONE LOW PRICE, ONE LOGIN.
Manage your business like a PRO with SallyThings, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients.
Avoid the pain of using multiple software platforms at high prices
SallyThings REPLACES the core functionality of ALL these tools
- Client Portal Software
- Advanced File Exchange
- CRM / Client Management
- Advanced Form Builder
- No-Code Automation Builder
- Custom Client On-Boarding
- Appointment Scheduling
- Project Management
- Time Tracking & Billing
- Cloud-Based Proposals
- Estimates & Invoicing
- Documents & eSigning
- LMS Learning Management
- Custom Embeddable Forms
- Email & Drip Marketing
- Real Time Team Chat
How much can you save?
How big is your team now? In the future?
Do the math. No. Brainer.
CRM & Client Portal is where it starts, but certainly not where it ends. SallyThings can handle all the needs of your internal team, while also bridging the communication & interaction gap with your Customers & Clients
I love using SallyThings. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SallyThings allows me to acquire leads.
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
Replaces…
So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.
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 SallyThings brand
Replaces…
I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.
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
Replaces…
I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.
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’
Replaces…
I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SallyThings, I spend less time managing and more time doing.
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
Replaces…
We initially chose SallyThings to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.
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
Replaces…
I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SallyThings, I spend less time managing and more time doing.
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
Replaces…
We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.
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
Replaces…
The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!
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
Replaces…
All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!
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
Replaces…
The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!
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
Replaces…
All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!
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
Replaces…
We initially chose SallyThings to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.
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
Replaces…
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 SallyThings.
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 SallyThings 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! Just like many other happy clients.
We prioritize customer satisfaction and stability over everything and constantly develop the tool to be easy to use, but also to become better, faster and more feature-rich. SallyThings 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
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 SallyThings include project management?
Yes, but it’s so much more! SallyThings 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 SallyThings.
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!
