Client portals that land in your cloud
Stop chasing files over SMS and email. Clients upload via magic link — everything lands in your cloud storage.
Inside Portix
Workspace for you. Portal for them.
Provision projects, send magic links, watch uploads land in your cloud — without another file silo.
Why Portix
A portal that stays out of the way — and never holds your files hostage.
Own your data
Uploads write straight into the cloud storage you connect. Cancel Portix and you keep every file and folder.
Frictionless for clients
A magic link opens a mobile portal — no app download, no account, no login friction.
Organized by project
Photos, documents, and links land in the folders you define — so nothing gets lost in the inbox.
Fits your stack
CRM-agnostic. Zapier and Make connect your existing tools to project provisioning.
How it works
Three steps from invite to organized folders.
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01
Provision a project
Create it in the dashboard, or let Zapier open it when a job or deal is ready.
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02
Send a magic link
Invite the client by SMS or email. One tap opens their portal.
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03
Collect into your cloud
They choose a category, upload files, or paste links — everything lands in the storage you connect.
Lands in your storage
- Google Drive
- Dropbox Soon
- OneDrive Soon
- More coming soon
Google Drive at launch. Dropbox, OneDrive, and more on the roadmap.
Built for teams that already live in the cloud.
Starter from $19.99/mo. Growth adds Zapier, branding, and team seats.