Packages
Base for everyone — plus what your business actually needs.
Portenia does not come in tiers but in packages. Base is always included; which packages come on top, and how you pay for them, we put together with you in conversation.
- 1
Base always included
A portal under your brand, clients, data sources, files and forms — every portal can start with that.
- 2
Packages as needed
Chat, appointments, invoices, signatures or your own app come on top when you need them. Later, too.
- 3
Pricing per contract
Flat, per staff member or per active client — the pricing model follows how your business works. That is why there is no price list.
Everything that makes a client portal.
Every Portenia customer has Base. It is not a stripped-down starter product but the foundation every package builds on.
See all features- Portal under your brand and your domain, emails from your sender
- Clients with portal access, including group structures
- Data sources — create your own tables or import them
- Files and documents with folders and versions
- Forms and records
- Portal editor with core widgets: table, KPI, timeline, board and more
- AI copilot in the editor
- Client file for your team
- Announcements in the portal
- Approvals by your clients
Packages
What you can add.
Each package makes sense on its own and unlocks one clear area. You still see locked packages in your admin — with “Ask sales”.
Working with clients
Communication
Conversations and documents where the client already is.
- Chat with clients, also about a specific case
- Uploads by your clients
- News: posts and newsletters
Worth it if a lot still runs through email and phone today.
Appointments
Clients book free slots themselves.
- Appointment booking in the portal
- Calendar sync with Microsoft 365 and Google
- Reminder before the appointment
Worth it if you regularly hand out consultations or on-site visits.
Finance
Quotes and invoices that can be dealt with right away.
- Invoices in the portal
- Accept quotes
- Online payment
Worth it if you write quotes and wait for payments.
Signature
Sign in the portal instead of print, sign, scan.
- Advanced electronic signature
- One-time code, seal in the PDF, audit trail
- Not qualified — and we say so openly
Worth it if orders, powers of attorney or acceptances need a signature.
Connect, analyse, automate
Integration
Your existing systems in the portal — live.
- Connect agent inside your own network
- Actions that write back to your system
- Public API and webhooks
Worth it if your clients’ data already lives in another system.
Analytics
Figures clients and team understand at a glance.
- KPI, line, bar, area, pie
- Progress, funnel, heatmap
- In the portal and in the team dashboard
Worth it if you want to show clients results or steer internally.
Automation
Processes that run by themselves.
- Workflows with triggers: form, entry, deadline, schedule
- Templates as a starting point
- No code, in its own editor
Worth it if your team repeats the same steps every day.
AI
AI for your clients, not just for the editor.
- AI adviser in the portal
- Translation
- AI steps in workflows
Worth it if clients keep asking the same questions.
Reach and security
Mobile app
Your portal as your own app.
- Your own app in the App Store and on Google Play
- For your clients and your team
- Push notifications
Worth it if your clients are on the move or you want to be visible in the stores.
Enterprise & security
For firms with an IT department and audit duties.
- Sign-in with your company account (SSO)
- Audit log
- Without “Powered by Portenia”
- Priority support
Worth it if your IT sets the rules for sign-in and traceability.
A starting point for the conversation.
This is what a set of packages per industry could look like — as an example, not a rule. What you really need, we work out together.
Common questions about packages
- Why are there no prices here?
- Because a fixed price would be wrong for most. A brokerage with thousands of clients does the maths differently from a trades business with a few changing jobs. We agree the pricing model per contract — flat, per staff member or per active client.
- Can I add packages later?
- Yes. A package is switched on as soon as it is agreed — no migration, no new portal. In your admin you see locked packages and can request them from sales directly.
- What are allowances?
- Alongside the packages, the contract states how many staff, clients, portals and apps you use. We agree those numbers with you instead of fixing them in tiers.
- Is there a trial account?
- Not a self-service one. We show you Portenia in person — on a portal that fits your industry, with time for your questions.
Your set of packages — in conversation.
Tell us how you work with your clients. We suggest the packages and the pricing model that fit.