PLUS Bundle Power-Up

Credit Card Vaulting stores a Prospect’s or Client’s credit card in a third-party token vault, using enterprise-level technologies paired with military-grade PGP encryption. It’s completely independent of your Payment Gateway, and the full number, expiration date and security code can be viewed when you need them. Send a Request Card link the Contact opens without logging in (the recommended method), or add the card yourself when the Client authorizes it. Permissions decide which Roles, Teams or Staff Members can request, add, view or delete cards, and Automations can run when a card is added or removed. It is 100% PCI Compliant, which means it complies with the technical and operational standards set by the PCI Security Standards Council to secure and protect credit card data stored and transmitted.

For example, a boutique travel agency books hotels and tours with each client’s own card. Instead of taking card numbers over the phone or by email, the agent sends a Request Card link when a trip is confirmed, valid for the number of days she chooses. The client enters the card once, and only the agents with permission to view vaulted cards can open it when it’s time to book.

An Email Cannon is a richly formatted email, built like an Email Campaign, that goes to a single recipient without adding them to a Marketing Audience. Build it in the Content Block Editor, the WYSIWYG Editor or the Advanced Code Editor, use Placeholders so each copy carries the recipient’s own details, attach files, and save your layouts as Email Cannon Templates. Fire it manually from a Contact or a Company, when a Kickoff, Checkout or Update Form is completed, through the Fire Email Cannon(s) Automation, or while adding or importing Contacts. It reaches Prospects and Clients in either Invited or Uninvited status.

For example, a web design studio builds a welcome email with the client’s name, a kickoff checklist and its project timeline attached as a file. When a new client completes the studio’s Kickoff Form, the Cannon fires on its own. Every new client gets the same polished welcome the moment they sign up, and nobody has to remember to send it.

A Form Cannon emails direct links to one or more Forms that the recipient completes without logging in. Each link is coded to its recipient, so the answers land on the right profile automatically. Send it once to the recipients you choose, or set it up for use in Automations and fire it from a Contact, a Kickoff or Update Form, the Fire Form Cannon(s) Automation, or while adding or importing Contacts. Links can expire or carry a password, and the Staff Members or Teams you pick are notified when a Form is completed. Form Cannons can go to your CRM Targets or to your own Staff/Team.

For example, a bookkeeping firm sends a year-end Form Cannon to all of its Clients with two Forms inside: an expense questionnaire and a bank account update. Clients fill them in straight from the email, the answers go onto each Client’s record, and the firm’s bookkeeping Team gets a notification as each one is completed.

A FLOW Cannon emails a secure link to a published FLOW, so the recipient can complete every step (Forms, file uploads and downloads, Appointments and eSigning) without logging in, whether they have a portal account or not. Whatever they submit is added to their profile. Fire it from a Contact or a Company, a Kickoff, Checkout, Update or Booking Form, the Fire FLOW Cannon(s) Automation, or an import. Every delivery records a Live Stream activity entry, an in-platform notification and a timestamped audit trail. Links can expire or carry a password, and for anything private you can still assign the FLOW directly so the client signs in first. FLOWs are part of the Pinnacle Plan.

For example, a business coach sends every new client a FLOW Cannon as soon as their Checkout Form is submitted. The FLOW walks them through a goals questionnaire, an upload of their current business plan and a coaching agreement to eSign, all from one emailed link and with no portal password to set up first. The coach can see exactly when each one went out.

Enforce Secure Password, in Organization Settings, sets the level of password required whenever a password is created or updated in your portal. Choose the minimum and maximum number of characters, then require at least one uppercase letter, one lowercase letter, one number or one special character, in any combination. Check Password History stops someone from setting the same password they already have, and the Forbidden Passwords list blocks the words you never want used on their own as a password.

For example, an insurance agency whose clients upload policy documents to the portal requires at least ten characters, including a number and a special character, and adds “password” and its own agency name to the Forbidden Passwords list. From then on, every client who sets or changes a password meets the agency’s standard without anyone having to check.

Enforce Two-Factor Authentication, in Organization Settings, has two independent switches: Require it for Staff Targets covers your internal team, and Require it for CRM Targets covers every Client, Lead, Prospect and External User who signs in to your Client Portal. A Compliance Window (from Immediate up to 365 days, 14 by default) gives people time to set up, with a countdown banner and a Set it up now button. After that they’re guided to My Account > Security until they finish, and nobody loses access. Who Is Set Up shows who has 2FA active, with Remind and Remind Everyone Not Set Up actions. A requirement won’t switch on until the Super Admin it covers has 2FA and has saved their Recovery Codes, so the one account nobody can rescue is never locked out.

For example, a wealth advisory firm turns on both switches with the default 14-day Compliance Window. Ten days in, the office manager opens Who Is Set Up, sees the list of clients who still aren’t protected, and clicks Remind Everyone Not Set Up. Anyone still unprotected when the window closes is walked through setup at their next sign-in instead of being locked out.

The PLUS Bundle adds a full 1TB (1,000GB) of file storage on top of the storage quota that comes with your Plan. It’s the same storage you already use to upload and share files, where your Prospects and Clients each have their own space to upload as well. A Start Plan’s 100GB becomes 1,100GB, a Thrive Plan’s 500GB becomes 1,500GB, and a Pinnacle Plan’s 2000GB becomes 3,000GB.

For example, a commercial photography studio delivers every shoot’s full-resolution gallery through its clients’ portals. On a Thrive Plan, the extra 1TB triples its room, so it can keep past galleries available to clients instead of clearing out old shoots to make space for new ones.