Deals, quotes, onboarding tasks and documents in one place, with each customer, partner or supplier seeing only their own company's records.
In plain English
A customer portal gives each customer, partner or supplier a login to see their own orders, deals, tasks and documents and to raise requests, instead of emailing an account manager. Pory generates one from a plain-English description, with each company's view scoped to its own records.
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
An application page, a notice board, an open directory: pages and forms anyone can use without signing in, on your domain.
People create their own account and land in the role you chose for them.
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
“Where's my request?” answered as a progress bar on the submitter's own page.
A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.
Name who a record is for and it lands on their list, and nobody else's.
Renewals, expiries and overdue work, in an in-app inbox and by email.
Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.
Records as cards or photos.
Live figures over the records a viewer is allowed to see.
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
A sign-in link by email, by default. Password sign-in if you'd rather.
Your domain, your colors, your logo. Members see you.
Describe who it's for and what each person needs, then send the invite. Unlimited members, flat price.