The lightweight CRM built for freelancers.
One link per client. Files, invoices, contracts, and updates – all branded as you.
Free forever plan · Setup in 60 seconds · No client login required
Website Refactoring
Everything your client needs to review, approve, and pay.
Files
Invoice
One place for everything you deliver
Upload files, organize folders, and let clients download what they need — all from a single page with your brand on it.
- Folders with version history
- Category labels — drafts, finals, assets
- Client upload support
- Per-file access control
Brand_Guidelines_v3.pdf
4.2 MB
Logo_Pack.zip
12.8 MB
Homepage_Mockup.fig
8.1 MB
Photography_Assets.zip
245 MB
Powered by Stripe · SSL encrypted · No Portlo fees
Get paid without the back-and-forth
Send invoices inside the portal. Clients pay through Stripe without creating an account. You see it happen in real time.
- Stripe-powered secure checkout
- No Portlo platform fees on payments
- Manual payment recording for offline transfers
- Automatic overdue tracking
Know exactly when clients act
Every portal view, file download, and payment triggers a real-time activity log. Stop guessing whether the client got your files.
- Portal view timestamps
- File download tracking
- Invoice viewed + paid events
- Email notification triggers
Invoice paid
Client paid $4,800
File downloaded
Brand_Guidelines_v3.pdf
Portal viewed
Client opened the portal
Invoice viewed
Invoice #INV-0042 opened
File downloaded
Logo_Pack.zip
Built for delivery
Everything you need to hand off work professionally.
Branded Portals
Make every client handoff feel like your business, not a collection of tools.
File Sharing
Keep drafts, finals, contracts, and assets in one clear delivery page.
Invoicing & Payments
Send the invoice and collect payment without sending clients somewhere else.
Shareable Link
Give clients one private URL they can open instantly, with no login required.
Activity Dashboard
See when clients view the portal, download files, and pay the invoice.
Email Notifications
Stay updated on the moments that matter without chasing replies.
Simple pricing
Start free. Upgrade when Portlo becomes part of your process.
Free
For freelancers validating their workflow.
- 3 active portals
- 1 GB storage
- 5 invoices per month
- Client uploads included
- Email delivery for proposals
Pro
PopularFor solo operators who want a polished system for delivery and payment.
- Unlimited portals
- 20 GB storage
- Custom branding and e-signatures
- 3 team seats
- Priority email support
Agency
For small studios handling multiple clients and contributors.
- Everything in Pro
- 100 GB storage
- 10 team seats
- Up to 1 GB file uploads
- White-label client experience
Resources for freelancers
Common questions
View allIs Portlo really free?
Yes — the Free plan is free forever, not a trial. You get 3 active client portals, basic invoicing, and file sharing with no credit card required.
What does the free plan include?
The Free plan includes 3 active portals, 1 GB storage, 5 invoices per month, 3 proposals, 3 contracts, client uploads, and email delivery. No time limit, no credit card.
What happens when I hit the free plan limit?
Your existing portals stay live and fully accessible. You just need to upgrade to Pro ($9/mo) to create additional portals beyond the 3-portal limit.
Your clients deserve a better experience
Replace scattered links with a single client portal that feels clear from the first click.