Portix
Portix

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.

Portix project detail with areas, client info, and invite log
Project — areas, invites, and upload activity in one place

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.

  1. 01

    Provision a project

    Create it in the dashboard, or let Zapier open it when a job or deal is ready.

  2. 02

    Send a magic link

    Invite the client by SMS or email. One tap opens their portal.

  3. 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.