Built for South African service businessesYour branded client portal.
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Give every client a private, branded portal to sign quotes, pay invoices, and track progress — built for how South Africa works.
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Good morning, Mel
Bright Studio · April 2025
Revenue this month
R 54 800
↑ 18% vs last month
Outstanding
R 32 400
4 invoices unpaid
Active projects
12
3 due this week
Pipeline value
R 186k
4 active leads
Active projects
View allRecent invoices
INV-048
Acme Corp
R 24 500
PaidINV-047
TechStart
R 18 200
SentINV-046
Nova Labs
R 12 100
OverduePipeline value
R 186 000
4 active leads · 1 proposal sent
Trusted by South African businesses
Your brand, their front door. The portal is the product.
Every client gets their own private portal branded with your logo and colour — a dedicated space that makes you look like a real business, not a freelancer sending PDFs over email. They sign in with a one-time email code. No password. No app to install. Solo+ gets a subdomain at {slug}.portal.coportal.io; Studio+ hosts on their own domain like portal.yourbrand.com.
- Accept quotes and sign contracts directly in the portal
- See live task progress with a visual completion bar
- Download files and invoice PDFs on demand
- Send and receive messages in project threads
- Pay invoices via Paystack — card or instant EFT
- Submit feedback and star ratings on project completion
Acme Corp Portal
Powered by Bright Studio
Your projects
Brand Identity 2025
In progressWebsite Redesign
ReviewInvoice INV-014 due
R 18 500.00
Get paid faster
The system that chases money so you don't have to
Escalating reminders, Paystack pay-links, partial payment tracking — CoPortal is built around one outcome: cash in your account, faster.
Quotes that follow themselves up
Every proposal gets an automatic expiry reminder 3 days before it lapses. Cold quotes warm up on their own — no more "I forgot to nudge them" lost deals.
Invoices that chase themselves
Escalating reminders go out at 1, 8, and 15 days overdue. CoPortal plays the awkward-chaser role for you, in your brand, until the invoice is paid.
Nothing in a grey zone
Every quote, invoice, project and lead has a status, owner, and last-touched timestamp. The dashboard surfaces what’s overdue, what’s about to expire, and what’s waiting on you.
One thread per client
Briefs, files, signatures and payments all live against the project. No more digging through WhatsApp screenshots and email replies to remember what was agreed.
WhatsApp AI Import
Paste exported chat text
[08/04/2025, 09:14] Ruan: hey can we add an about page
[08/04/2025, 09:16] You: sure, R3 500 extra on invoice
[08/04/2025, 09:17] Ruan: confirmed go ahead
[08/04/2025, 09:18] Ruan: also logo revisions next week
[08/04/2025, 09:21] Ruan: need it all done by friday 10am
AI extracted 4 items
Added to boardBuilt for South Africa — not adapted for it.
International tools weren't built for South Africa. CoPortal was. SARS-aligned VAT invoices, ZAR billing, Paystack settlement direct to your SA bank account, POPIA-compliant data handling — and WhatsApp AI Import, because SA businesses run on WhatsApp.
- SARS-compliant VAT invoices with 15% VAT calculated and itemised automatically
- ZAR billing throughout — no currency conversion, no surprises
- Paystack payments: card, EFT, and instant EFT — settled to your SA bank account
- POPIA-compliant data handling for you and your clients
- WhatsApp AI Import: paste a chat export and AI pulls out tasks, decisions, and action items onto your project board
One platform, zero switching
Replaces five tools — without the five subscriptions
Quotes, contracts, projects, invoices, and client messaging in one place. Built specifically for SA service businesses — no cobbling together separate apps.
Branded client portal
Every client gets a private, professional portal with your logo and brand colour. They track projects, download files, sign contracts, accept quotes, and pay — all in one place.
Interactive proposals & e-signatures
Send rich proposal pages with cover media, video, galleries, testimonials, FAQs, optional packages, tracked views, expiry dates, and e-signature. Convert accepted work to an invoice in one click.
Invoicing
Full invoice lifecycle — draft, send, partial payments, overdue dashboard with escalating reminders, PDF download, and one-click sync to Xero, QuickBooks, or Sage.
Time tracking & billing
Live timer in the sidebar — start tracking from anywhere, no context switch needed. Link sessions to tasks, retainers, or log manually. Select unbilled hours and generate an invoice in one click. Every minute accounted for, every rand collected.
Contracts & e-signatures
Create reusable contract templates with dynamic placeholders. Send for e-signature — clients sign directly in their portal. Both parties get a signed PDF automatically.
Retainers
Monthly or quarterly recurring engagements with hours-included tracking. Auto-generates invoices at the start of each cycle. Visual progress bar so clients see hours used.
Project management
Kanban task board with To Do, In Progress, Review, Complete, and Query columns. Task details, due dates, assignees, and drag-and-drop. Scope creep alerts built in.
Lead pipeline
Kanban CRM from New to Won. Track deal value, source, and follow-up dates. Convert won leads to clients. Intake forms feed leads directly into the pipeline.
Intake forms & questionnaires
Public enquiry and onboarding forms — conditional fields, file uploads, multi-step flows, per-form member routing, and richer field types (number, date, rating, multiselect). Every submission becomes a lead in your pipeline.
File request links
Send a branded upload link — no login needed. Clients drop briefs, brand assets, photos. Files land in the project automatically with workspace storage limits enforced.
Google review collection
Save your Google Business review URL once. Clients get a tap-to-review email when their project is marked complete. Surfaces in Automations as a built-in CoPortal recipe.
Expense vault & AI receipt scan
Capture receipts in the in-app camera or upload a photo. Studio+ runs an AI scan that prefills vendor, amount, VAT, date, and category — you review and save. Central /expenses ledger with project / overhead / unbilled filters and accountant-ready CSV export.
Proposals clients can understand, trust, and accept.
Build a quote as a polished proposal page: cover image, scope sections, embedded video, image galleries, testimonials, FAQ blocks, and optional packages. The clean line-item quote stays underneath, so acceptance, invoicing, and accounting sync remain structured.
- Reusable proposal block presets for intros, case studies, FAQs, and proof sections
- Video, gallery, testimonial, rich-text, divider, and FAQ blocks
- Multi-option packages with a recommended tier
- Client view tracking and first-view push alerts
- Portal acceptance, e-signature, deposit invoices, and PDF download
Proposal preview
QTE-018 · Bright Studio
Brand Launch Proposal
Discovery
Included
Identity
Included
Launch
Included
2-minute strategy video
Embedded Loom, YouTube, Vimeo, or uploaded video.
Packages
Lite
R18k
Recommended
Studio
R34k
Launch
R52k
Viewed 3 times
Ready for signature
Contracts signed in the portal. No printing, no scanning.
Build reusable contract templates with dynamic placeholders — client name, project details, dates, amounts. Send one per project and clients sign directly from their portal. Both parties get a PDF copy the moment it's signed.
- Reusable templates with {{placeholder}} variables filled in per contract
- Clients sign with a typed or drawn signature — no DocuSign account needed
- Signed PDF emailed to both parties automatically
- Contract status tracked per project — Draft, Sent, Signed
- Full signing history stored against the project
Website Development Agreement
Bright Studio · Acme Corp · April 2025
1. Scope of work
Bright Studio agrees to design and develop a 5-page website for Acme Corp, including homepage, about, services, portfolio, and contact pages...
2. Payment terms
A 50% deposit of R 12 250 is due upon signing. The remaining balance is due on delivery...
Client signature
Signed 8 April 2025 · 14:32
Signed
Bright Studio
Sent via CoPortal
Hi Thandi,
Your invoice is ready for payment.
Invoice
INV-048
Description
Website Redesign
Due date
14 April 2025
Total due
R 24 500.00
Payment reminder — INV-047 overdue by 3 days
Bright Studio · TechStart · R 18 200
Your clients always know what's happening.
CoPortal sends the right email at the right time — so you don't have to chase, remind, or follow up manually. Every notification is branded with your name and logo.
Escalating overdue reminders
Reminders auto-adjust tone based on how overdue — friendly nudge at 1–7 days, firm at 8–14, final notice at 15+ days. Stops when paid.
Quote expiry alerts
3 days before a quote expires, your client gets an automatic reminder with a link to accept — so proposals don't go cold silently.
Payment receipts
Every partial or full payment triggers an instant receipt email to your client showing what was paid and what's still outstanding.
Portal invite & OTP login
New clients get a clean invite email that takes them to their portal, where they sign in with an email code and create a personal PIN for approvals.
CoPortal lives on your Home Screen.
Install CoPortal as an app on your phone or laptop in two taps — no App Store, no Play Store. Get push notifications the moment a client accepts a quote, pays an invoice, or sends a message. Your clients can do the same from their portal.
One-tap install
Add CoPortal to your Home Screen on iPhone, Android, Mac, or Windows. Launches full-screen like a native app.
Real-time push alerts
Quote accepted, invoice paid, new lead, new message — straight to your lock screen, even when the browser is closed.
Per-device control
Enable push on your phone, your laptop, or both. Pick the topics you care about per device.
Live for clients too
Clients install their own portal app and get push for new messages, invoices, and quotes — your portal feels as alive as a chat app.
CoPortal
now
Quote accepted
Thandi accepted “Brand refresh” — R 24 500
CoPortal
2m
Invoice paid
INV-048 · R 18 200 via Paystack
CoPortal
14m
New lead
Sipho M. submitted “Website project”
Let clients pick their package — and watch deal size grow.
Offer Silver / Gold / Platinum tiers in one quote. Your client picks the package that suits them right inside the portal — and the tier they accept becomes the quote of record. Anchoring on three options reliably nudges acceptances toward the middle and top, instead of negotiating the single price downward.
Per-quote opt-in
Multi-option is a toggle, not a default. Most quotes stay simple — switch tiers on only when it helps.
Recommended tier
Star a tier as recommended. Clients are pre-selected on it when they open the quote.
One-click accept
Client picks a card, signs once. No back-and-forth, no separate “please confirm which option” emails.
Clean handoff to invoice
The accepted tier replaces the headline quote, so deposit invoices, milestone invoices, and accounting sync all read the chosen package automatically.
Silver
R 18 500
- Logo refresh
- 3 brand mockups
- 1 round of revisions
Gold
R 32 000
- Everything in Silver
- Brand guidelines doc
- 2 social templates
- Email signature
Platinum
R 54 000
- Everything in Gold
- 5 social templates
- Pitch deck template
- 60-min training session
From enquiry to paid invoice — tracked every step
CoPortal is client portal software for service businesses that want quotes, invoices, projects, payments, files, and client messages in one place. Work moves from lead to paid invoice without spreadsheets, duplicate admin, or lost follow-ups.
Built for South African freelancers, studios, agencies, consultants, designers, developers, architects, and other client-service teams that need a professional portal, tighter cash collection, and clearer project delivery. Every lead, quote, project and invoice has an owner, status, and last-touched date. Nothing slips through.
Capture leads
Intake forms on your website or portfolio capture enquiries as leads in your pipeline automatically.
Send a quote
Build a proposal from your service library — or paste meeting notes and let AI extract the line items.
Get it signed
Client accepts the quote and signs the contract in their portal. A project is created automatically on acceptance.
Run the project
Task board, file sharing, client messaging, and time tracking — all linked to the project and visible in the portal.
Invoice with precision
Select billable time entries and expenses, create a deposit or milestone invoice, and send with one click.
Get paid
Clients pay via Paystack or EFT. Partial payments tracked, receipts sent automatically, overdue chased on schedule.
What service providers are saying
“My clients actually pay faster now — having a dedicated portal makes them take invoices more seriously. CoPortal paid for itself in the first month.”
Sarah M.
Brand designer, Cape Town
“The time tracker + 'add to invoice' flow is a game changer. I used to lose hours at month-end piecing together what I'd worked on. Not anymore.”
Ruan V.
Freelance developer, Johannesburg
“We send proposals, get them signed in the portal, and convert to invoices without any back-and-forth. Our whole billing cycle is just smoother.”
Thandi K.
Creative director, Durban
Simple, honest pricing
All prices in South African Rand. No hidden fees. Seats included on every plan — add extras only if you need them.
Free
Try CoPortal with no commitment
- 5 clients · 5 active projects
- 2 GB file storage
- 1 intake form · 1 broadcast/mo
- Client portal
- Invoicing & PDF generation
- Basic quotes & proposals
- Lead pipeline (CRM)
- Task boards with due dates
- File sharing & messaging
- 1 user
- + free read-only accountant seat
- Custom branding
- Time tracking & live timer
- Expense tracking
- Contracts & e-signatures
- Retainers
- Recurring invoices
- Team seats
- AI features
- White-label emails
Solo
For independent freelancers
- 100 clients · unlimited projects
- 30 GB file storage
- 4 broadcasts/month · 2 intake forms
- Everything in Free
- Branded portal subdomain ({you}.portal.coportal.io)
- Custom branding & logo
- Live timer · task linking · invoice from hours
- Expense tracking
- Contracts & e-signatures
- Retainers
- Recurring invoices
- Interactive proposal pages
- AI: meeting notes → quote (20/mo)
- 3 active automations
- Automated payment reminders
- CSV data export
- Advanced analytics
- 1 user (+ up to 2 extra seats at R299/seat/mo)
- + free read-only accountant seat
- Custom portal domain
- WhatsApp AI import
- White-label emails
Studio
For growing studios
- 500 clients · unlimited projects
- 100 GB file storage
- Unlimited intake forms · 15 broadcasts/month
- Everything in Solo
- Custom portal domain (portal.yourbrand.com)
- White-label emails with custom footer
- Interactive proposal presets
- AI: meeting notes → quote (300/mo)
- AI: WhatsApp → tasks (1,000/mo)
- 10 active automations
- Xero & QuickBooks sync with import preview
- Per-integration auto-sync & sync-as-draft
- Up to 7 team seats
- + free read-only accountant seat
- Commission tracker
Agency
For agencies & large teams
- Unlimited clients & projects
- 500 GB file storage
- Unlimited broadcasts
- Everything in Studio
- Up to 20 team seats
- + free read-only accountant seat
- Unlimited AI usage
- 25 active automations
- Unlimited intake forms
- Xero, QuickBooks & Sage sync included
- Verified sender domain (send.youragency.com)
- Proposal view signals for team follow-up
- Granular team permissions
- Audit log
- REST API access & Zapier
- Bulk operations (invoices & projects)
- Priority support
For large agencies and enterprise businesses needing ERP integrations, SSO, dedicated support, and unlimited everything.
- Unlimited seats, clients & storage
- Single Sign-On (SSO / SAML)
- Sage Business Cloud sync
- Microsoft Business Central sync
- SAP Business One (coming soon)
- Dedicated account manager
- Priority SLA & custom onboarding
- Custom contract & SLA terms
hello@coportal.io
Add-ons (Solo+)
Extra team seat
Add more team members on Solo (up to +2), Studio, or Agency. Billed monthly, add or remove anytime.
Extra file storage
Add storage in 50 GB blocks. Billed monthly, remove anytime.
VAT may apply · Terms · Privacy Policy
The compliance stack international tools skip
HoneyBook, Dubsado, Bonsai — none of them were built for SARS, Paystack, or POPIA. CoPortal was.
SARS-ready invoicing
VAT numbers, 15% VAT calculation, and compliant PDF invoices every time.
Paystack payments
Accept card, EFT, and instant EFT in ZAR. Money goes directly to your SA bank account.
ZAR billing
All prices and invoices in South African Rand. No currency conversion surprises.
POPIA compliant
Your data and your clients' data handled in line with South African privacy law.
Give your clients a portal. Get paid faster.
SA freelancers and studios use CoPortal to land clients who take them seriously, convert more quotes, and collect cash weeks sooner — without chasing a single reminder manually.
Create your free accountFree plan forever · No credit card needed · Setup in 2 minutes