PortalPilot turns a WordPress site into a client portal where clients can access shared files, exchange notes, update profiles, and sign in through a front-end interface. Administrators can manage client records, folders, permissions, and activity from WordPress.
PortalPilot is a CRM & sales project. It focuses on managing client files, communication, profiles, and access permissions in a secure WordPress portal. PortalPilot is a B2B product aimed at freelancers, agencies, and service businesses using WordPress. PortalPilot costs nothing to use. It runs on the web, and it can be self-hosted.
cartpauj builds and maintains PortalPilot, and it first shipped in 2026. Among its 8 catalogued features are client profiles, file sharing, and folder management. The interface is available in English and Chinese.
Summary written by a language model from the project’s public pages.
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