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.
14-day free trial · See pricing
Trusted by South African businesses
The client portal
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
Not a video. The real thing, with sample data — click around it.
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 — sent in your brand, stopping the moment the money lands.
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.
One platform, zero switching
Five subscriptions, one login
Quotes, contracts, projects, invoices, and client messaging in one place. Built specifically for SA service businesses, so there is nothing to cobble together.
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
Rich proposal pages with cover media, galleries, and optional packages. See when it’s opened, get it e-signed, and 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.
Projects
Every job, and exactly how far along it is.
Stage, owner, due date and task progress on one board. Clients see the same view in their portal, so "where are we?" stops arriving by email.
Client messages
One thread per project. Nothing lost to WhatsApp.
Messages live against the work they belong to, with unread counts and mentions. The history stays even when the person who ran the job does not.
Invoicing
Overdue, part-paid and draft, on one ledger.
Every invoice carries its own state and its own ageing. Reminders escalate on their own at 1, 8 and 15 days, and stop the moment the money lands.
Time tracking
Billable hours that become invoice lines.
Log against a project or a task, tick the entries you want, and send them straight to an invoice. No month-end reconstruction from memory, and nothing billable quietly forgotten.
Interactive proposals
Quote, signed, invoiced.
Build a quote as a polished proposal page: cover image, scope sections, embedded video, galleries, and optional packages. The clean line-item quote stays underneath, so acceptance, invoicing, and accounting sync stay structured. Accepting one creates the project.
- Signed in the portal with a legally binding e-signature — no printing, no scanning
- Offer two or three packages and let the client pick the one they want
- Paste a WhatsApp thread or meeting notes and let AI draft the line items
- See when it was opened, and how many times, before you follow up
- Acceptance creates the project and the deposit invoice automatically
From enquiry to paid invoice
One pipeline carries the work end to end: the enquiry becomes a quote, the signed quote becomes a project, the logged hours become the invoice. No spreadsheets in between, and no follow-up left to memory.
Enquiry
Form, WhatsApp, or referral
Quote
Line items and options
Signed
E-signed in the portal
Invoiced
Deposit or full
Paid
Reconciled automatically
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.
See the numbers
Every rand, tracked to the day it lands
Collection rate, average days to pay, quote conversion, pipeline value. The four numbers that tell you whether the month worked.
Simple, honest pricing
All prices in South African Rand. No hidden fees. Seats included on every plan — add extras only if you need them.
Every plan starts with a 14-day free trial — no card needed.
Solo
For independent freelancers
- Unlimited clients · 10 active projects
- 2 GB file storage
- 4 broadcasts/month · 2 intake forms
- Client portal, invoicing, quotes & task boards
- Lead pipeline (CRM) · file sharing & messaging
- 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 R149/seat/mo)
- + free read-only accountant seat
- Custom portal domain
- WhatsApp AI import
- White-label emails
Studio
For growing studios
- Unlimited clients & projects
- 50 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 5 team seats
- + free read-only accountant seat
- Commission tracker
Agency
For agencies & large teams
- Unlimited clients & projects
- 250 GB file storage
- Unlimited broadcasts
- Everything in Studio
- Up to 15 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 (Google Workspace & Microsoft Entra ID)
- 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.
Built in South Africa by the team behind Askmario — we run our own client work on CoPortal every day. No contracts, cancel anytime.
VAT may apply · Terms · Privacy Policy
The compliance stack international tools skip
HoneyBook, Dubsado and Bonsai were never 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.
Look like the business clients take seriously: quotes signed in your portal, invoices paid through it, and every reminder sent for you, in your brand.
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