Resoly positions itself in 2025 as the go-to solution for small businesses and service firms seeking a sleek, unified client portal. Offering seamless collaboration, branded experiences, and workflow automation, Resoly brings advanced capabilities to firms that want enterprise-grade convenience without custom development or complex integrations.
From Launch to 2025
- 2021: Resoly launches, targeting consultants and service SMBs needing branded client interactions.
- 2022-2023: Adds payment integrations, workflow forms, and enhanced file sharing. User base rapidly expands in legal, creative, and accounting verticals.
- 2024: Rolls out white-label options, Zapier connectors, and API hooks for extensibility.
- 2025 (Current): Focuses on deeper client onboarding tools and analytics, aiming to centralize all inbox-to-billing interactions.
Resoly Key Features
- Branded client portals with your logo, color palette, domain, and onboarding flows
- 100% cloud-based—no hosting or infrastructure required
- Integrated payments, document e-signature, and secure messaging
- Automated workflows for onboarding, task assignments, and approvals
- Granular permissions—manage client, team, and guest access
- Activity feeds and real-time status tracking
- Customizable dashboards and forms
- Zapier, Stripe, DocuSign, Google Workspace integration
Workflow & User Experience
- Sleek, modern UI with drag-and-drop builder
- No-code automation for recurring client tasks
- Quick onboarding: launch a branded portal in minutes
- Mobile-friendly interface for clients and staff
- Audit trails and compliance logging for regulated industries
Resoly Pricing
| Plan | Key Features | Pricing |
|---|---|---|
| Professional | Custom domains, payment forms, up to 2 staff users, core integrations | $79/mo |
| Business | White-label branding, API access, up to 10 users, workflow automations | $179/mo |
| Enterprise | Unlimited portals/users, dedicated support, custom SLAs, advanced integrations | Custom/Quote |
Resoly vs. Alternatives
| Resoly | SuiteDash | ClientPortal.io | Portal | |
|---|---|---|---|---|
| White-label & Branding | Full (all plans) | Full | Basic | Full |
| Integrated Payments | Yes | Partial | No | Yes |
| Onboarding Automation | Yes | Yes | Limited | Yes |
| Main Audience | Small firms, agencies | General SMB | Freelancers | Firms/Pro SMB |
| Best For | 360° client experience | Custom dashboards | Simplicity | Process automation |
| Pricing (from) | $79/mo | $19/mo | $29/mo | $39/mo |
Pro Tip: Use Resoly as a white-labeled onboarding hub for all clients—automating forms, payment reminders, and contract signatures. Most firms report a 40% reduction in admin time within two weeks.
Integrations
- Payment gateways: Stripe, PayPal
- eSignature & docs: DocuSign, Google Drive
- Email/calendar: Google Workspace, Outlook
- Workflow: Zapier, native API
Pros & Cons
| Pros | Cons |
|---|---|
|
|
Final Thoughts
For client-centric agencies or consultancies ready to modernize, Resoly delivers on design, ease-of-use, and automation power. If your firm juggles onboarding, invoicing, and communication across platforms, Resoly brings it all together—reducing admin drag and elevating the brand experience. While pricing starts above low-cost competitors, the value for fast-moving client teams is substantial. Rapid feature releases and US-based support further position Resoly among the leading client portal platforms for 2025 and beyond.
Resoly FAQ
Yes, it meets GDPR standards and supports HIPAA via a signed BAA on eligible plans.
Yes, white-label portals support your domain, favicon, and brand visuals.
Ideal for consultants, service firms, and SMBs needing streamlined collaboration.
No—integrates with both. Stripe powers payments; QuickBooks handles accounting.
All plans include chat/email; premium tiers add onboarding and 1:1 setup help.
This post may contain affiliate links and we may earn commissions. Learn more in our disclosure.