You need to have Autotask or ConnectWise PSA to use the product. After you signup, you need to provide us with your PSA credentials so we can setup your instance and give you access to the portal.
There are no extra charges per contact or member. Just one price for the product plus any advantage add-ons you would like to add.
Create unlimited custom forms for each client.
DD Portal can be branded with your name and logo.
And you can customize panel colors of the portal to your branding colors.
Quosal and QuoteWerks integrations for ConnectWise and Autotaks are available.
DD Portal Basecamp is the easy and low-cost way to get the superior customer portal. No more stop/start emails and expensive phone calls.
DD Portal Basecamp comes only with a web version.
At any time, you can buy DD Portal for Windows or DD Portal for Mac. You will get all the same features as in our Basecamp web version.
It is $97 per month and you can use it for up to 3000 active contacts (3000 contacts that are using DD Portal per month).
If you do go for more than 3000 contacts (congratulations on that!) we will ask you to upgrade to 3000+ at extra $97 per month. You can read our contact limit FAQ here.
DD Portal Advantage components are the next steps beyond the DD Portal
DD Portal Advantage is the way to build on that great engagement. Continuously improve your customer services. Choose from the menu of service components built into the admin console.
That’s the date of the month. So if you signed up on the 15th January, your anniversary date would be the 15th of every month.
For Autotask you need to select a Resource account we can use and send us those credentials
For ConnectWise you need to create an API account in the admin section (we provide detailed instructions).
Once we have your PSA’s API credentials & branding your customers can login and create tickets.
So not much configuration for the basics. But you are missing out if you stop there.
DD Portal has a large number of ways to customize the service experience for your important customer.
We suggest you start with Request types and work from there.
Most systems are live within 24 hours.
You need to send us the credentials for your PSA’s API and upload your branding.
We take it from there and sync up your data.
Your customers will be live from their browsers on all platforms.
We currently only support Evergreen Browsers.
These include Chrome, Firefox, Microsoft Edge (16+) & Safari (11+).
Windows: We support Windows 7 and above.
macOS: We support macOS 10.9 and above.
We don't offer free trials for DD Portal Basecamp, however, any advantage components are free* during your first month of Basecamp signup.
For example, if you sign up for Basecamp on 5th of July, you will have a free trial for advantage until 5th of August. Except for DD Custom Domain.
We won’t charge until your anniversary date. You can turn components off if you like before the anniversary date.
If you forget to turn off the component and if you are few days over, we will prorate the charge.
If you turn off the component, you will not be charged from the next monthly billing cycle.
No. You can cancel at any time in the month. Note the commitment is to your next monthly anniversary date.
If you signed up on the 15th January, your anniversary date would be the 15th of every month.
Just after your anniversary date, the commitment would be 30 days. The day before it would be a 1 day.
Yes. Keep an eye on our blog and on your admin console.
If you need to cancel your subscription entirely, please contact us at
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