White-label operations HQ
Stop losing deals to your own tab chaos.
One private, branded portal where proposals become signed contracts and paid projects — the whole client relationship, on a single secure URL you own.
14-day free trial · No card required
(a) — The outcome
Sell, sign, and service — from one place.
Every step of the client lifecycle, in your own brand and off the noise of creator communities.
Proposals that convert
AI-assisted scope in minutes, sent from a template that looks like you — not a tool.
Contracts clicked, not chased
Legal e-signatures inside the portal mean the signature arrives before the doubt does.
Your brand, their portal
Custom domain, logo and color — a private HQ that never says "powered by."
Invoicing that closes the loop
Generate, send and collect payments without leaving the engagement.
Messaging off the inbox
Secure client threads that stay attached to the project, not buried in email.
Tasks that stay visible
A simple Kanban keeps scope honest and momentum visible to both sides.
(b) — The journey
From first send to paid, in one thread.
Draft
AI fills the scope from your intake form.
Send
One branded link, straight to the client.
Sign
E-signature, no email tag, no friction.
Billed
Invoice generated and paid inside the project.
(c) — The proof
Skeptics, converted.
“I'd been stitching five tools together. PortalForge gave my clients one link and closed two deals in my first month.”
“The white-label portal is the difference. Clients now see our brand, not a random SaaS logo, from proposal to invoice.”
“Invoicing used to be my least favorite day. Now the payment is already waiting when the contract is signed.”
(d) — The price
Two plans. One 14-day trial.
Starter
For the solo consultant shipping work.
- ✓Unlimited clients & proposals
- ✓Contract e-signatures
- ✓Invoices & intake forms
- ✓Secure messaging & file sharing
- ✓Tasks & calendar feed
Pro
For micro-agencies running the full book.
- ✓Everything in Starter
- ✓Full white-label branding
- ✓Your logo, colors & portal welcome
- ✓Custom support email & website links
- ✓Priority support
(e) — The fine print
Asked before they sign up.
Will this turn into another feature-bloat Swiss army knife?+
No. PortalForge is deliberately narrow: sell, sign, service. We ship what independent operators use every week and we don't add features that push you toward enterprise complexity.
The market is crowded with all-in-ones. What's yours?+
True white-label. Your domain, your logo, your brand — and a pre-sales to post-sales thread most tools cut in half. Built for 1–5 person teams, not 500-seat orgs.
How is sensitive client data protected?+
Every portal is a private, access-controlled URL. Files and messages are encrypted in transit and at rest, with role-based access you set per client — no shared inboxes, no public links.
Do I really need Pro, or is Starter enough?+
If you only sell and sign, Starter covers it. The moment you want to invoice, track tasks and share files in the same portal, Pro pays for itself on a single engagement.
What happens when my 14-day trial ends?+
You choose a plan to keep everything, or export your data and walk away. No card is required to start, and nothing auto-charges without you confirming.
Your next proposal is one link away.
Spin up your branded HQ in minutes and stop stitching tools together.
Start Using PortalForge Free→