PorticoSolid Code
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Related Products
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Affinity Canvas:
About
Turn your static designs into a finely-tuned and scalable service machine. Our simple designer makes it easy to take your current process and make it into clear, visual steps and stages; complete with assignments, assets, and full flexibility to adjust without having to start over. Onboard all of your clients through a single, simple dashboard. Real-time insights give you more control over time-to-value and retention. You’ll know exactly which parts of the process need your attention and innovation, and easily communicate up and down the organization. By giving your frontline employees a voice, you’ll more deeply understand customer pains and be able to optimize and innovate your process. Your employees will be more engaged and satisfied, and you’ll foster a culture of customer-focused problem solving.
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Portico:
About
Portico is a web-based client onboarding platform for service businesses, including agencies, consultancies, accountants and bookkeepers. Teams create a reusable onboarding flow and send clients a single link to complete intake questions, upload files, sign an agreement and pay through Stripe. Clients do not need to create an account to complete the flow. Automated reminders prompt clients to finish outstanding steps, while a dashboard lets the team track each onboarding. Depending on the plan, Portico includes e-signatures, payment collection, branding, a client portal, workflow automations, a REST API, Zapier connectivity and white-label options. It is designed to help service providers collect information and documents, manage agreement and payment steps, and monitor onboarding progress in one workflow.
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Affinity Canvas:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Portico:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Affinity Canvas:
Audience
Businesses looking for an onboarding platform to keep everyone on track
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Portico:
Audience
Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
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Affinity Canvas:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Portico:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Affinity Canvas:
API
Offers API
Not Supported
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Portico:
API
Offers API
Supported
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Affinity Canvas:
Screenshots and Videos |
Portico:
Screenshots and VideosNo images available
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Affinity Canvas:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Portico:
Pricing
$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version
Supported
Free Trial
Supported
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Affinity Canvas:
Reviews/
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Portico:
Reviews/
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Affinity Canvas:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Portico:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Affinity Canvas:
Company InformationAffinity Canvas
United States
www.affinitycanvas.com/product/
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Portico:
Company InformationSolid Code
Kazakhstan
www.portico.run
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Affinity Canvas:
Alternatives |
Portico:
AlternativesNo Alternatives
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Affinity Canvas:
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Portico: | |||||
Affinity Canvas:
Categories |
Portico:
Categories |
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Affinity Canvas:
Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Pipedrive
Supported
Puntt AI
Supported
Salesforce
Supported
Sprinklr
Supported
Stripe
Not Supported
Zapier
Not Supported
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Portico:
Integrations
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Pipedrive
Not Supported
Puntt AI
Not Supported
Salesforce
Not Supported
Sprinklr
Not Supported
Stripe
Supported
Zapier
Supported
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Affinity Canvas:
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Portico:
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