Extend Your Portal

Add-Ons & Features

Activate only what your business needs. Every module plugs directly into your Briefcase portal.

Included with Every Plan

Managed Hosting

Fast, secure hosting with 99.9% uptime, daily backups, free SSL, and CDN. We handle the servers so you don't have to.

Developer Assistance

Need changes on your website? Submit a request and our team handles it. Content updates, bug fixes, new features — all included.

Block Builder

Drag-and-drop page builder. Create and edit website content visually, no coding required. Free with all plans.

Portal Modules

These modules appear inside your Briefcase dashboard. Activate what you need based on your plan.

Forms & Intake

Custom forms, questionnaires, and intake workflows. Collect the information you need.

Briefsite+

Ticket Support

Submit support requests with file attachments and track status in real-time.

Briefsite+

Chat

Real-time messaging with your development team. No more lost email threads.

Briefsite+

Onboarding

Guided step-by-step onboarding flows for new clients.

Briefcase+

Members

Manage portal users, team members, and access permissions.

Briefcase+

Subscription

Accept recurring payments and manage client subscriptions from your portal.

Briefsync

CRM

Contact management, lead tracking, and sales pipeline.

Briefcase+

Finance & Invoicing

Create and send invoices, track payments and expenses.

Briefsite+

Payment

Accept one-time and recurring payments. Stripe and PayPal integration.

Briefsite+

Proposals & E-Sign

Send proposals with electronic signatures. Close deals faster.

Briefcase+

Reports

Business insights, revenue tracking, and custom reports.

Briefcase+

Automations

Set up workflow rules that run automatically. Save time on repetitive tasks.

Briefcase+

Appointment Booking

Online scheduling with calendar integration. Let clients book time with you.

Briefcase+

Single Sign-On

SSO integration for seamless access across platforms.

Briefcase+

WHMCS

Full WHMCS integration for hosting resellers and web agencies.

Briefsync

Domain Name

Register and manage domain names directly from your portal.

Briefsync

Built-In Tools

Briefbuilder

Create website content, pages, and blog posts with a visual drag-and-drop editor. Preview changes before publishing.

PinDrop Comment

Click anywhere on your live website to capture a screenshot. Add annotations and send feedback directly to your developer.

Knowledge Base

Self-service help center. Create articles and guides your clients can access anytime.

Site Health

Monitor your website performance, uptime, and server health from your dashboard.

Domain & DNS

Manage your domain settings, DNS records, and nameservers without leaving the portal.

Backups

Automatic backups of your website. Restore to any point with one click.

Security Center

Firewall, malware scanning, SSL management, and security monitoring in one place.

AI Assistant

AI-powered help, content suggestions, and smart automation for your portal.

White Label

Remove BriefSync branding and use your own logo and colours. Briefsync

Start with what you need

All plans include hosting, developer assistance, and the Briefcase portal. Add modules as you grow.