Streamline your client collaboration and delight them with a seamless experience by adopting a customer portal software
Invite your clients and contractors by email or a link and determine what they should exactly see at the client portal software. Use flexible permissions to build a secure digital hub for all customer information. Your clients will get quick access to only the data and fields you appoint to them.
Enable your clients to see what your team is working on at the moment. Let your customers create new tasks for your team or use client portal software to assign tasks to freelancers, vendors or contractors.
Provide your clients and external stakeholders with a 360-degree view of their own projects — tasks in progress, current stage and status, comments and requirements, documents and files, payments and expenses. Let your clients participate in shaping the best product for their unique needs.
Collect all client’s invoices and estimates in one place to make it easy for your customers to keep track of the billing. Let them pay all their invoices online right from a single customer portal. Enhance your customer experience by saving their time!
Use the client portal as a central place to share information on project payments and expenses with your customers. Improve transparency into your work and let them easily access the financial data they need.
Empower your clients and external providers with all the information they will ever need using a well-organized knowledge base installed right in your client portal. Add videos and images, attach files and tables, create comprehensive guidelines and present your external providers and customers with that information. No need for them to contact your reps directly!
Centralize customer communication like project tracking, messaging, invoicing in one single place with the client portal software. Interact with your customers over comments or use a built-in messenger to share updates on projects in real-time. Engage them in your work!
Use a custom domain to white-label your portal and add a more professional look. Add logo, personalized onboarding checklist to provide the best experience to your clients. With granular permissions, display only those modules and information that your clients require.
