The Client Portal provides your clients access to their own projects, contracts, services and account in order to improve transparency and help clients help themselves. It offers your clients on-demand access for the services you do for them.
The portal allows clients and other external stakeholders to log in securely and see the components and open tasks on projects. This gives your clients the transparency they want to see how the budget is being utilized.
Give clients a 24/7 self-serve access portal for raising their own issues or service requests. They'll be able to track issues and projects that are already in progress, including selected file notes, emails and documents, and they’ll also be able to request a task to be taken care of. This allows for easy collaboration and transparency with your clients.
Through the extranet, you can allow clients to view selected documents, such as project plans or contracts, building a sense of cooperation and transparency, providing an easy way to interact with your clients and share documents without having to send emails.
Automatically get notifications by email of any interaction your clients make, including sign offs or approvals, or if they provide feedback for the project. You're able to collaborate with your clients every step of the way.
You’ll be able to customize exactly what’s available for your clients to see in the portal. The portal permissions are flexible and make it easy to match your business needs.
When a client creates an attachment, it’ll automatically be stored to the sale, project, issue, etc. Your clients can easily upload revisions or large documents and have them stored in their client portal account
You and your clients will have a record of their service billings, fulfillments and payments making it easy for your clients to keep track of the billing history.
Lets your clients interact with your business as an easily recognizable brand by customizing what your clients see when they first log into your portal. Choose your text and link colors, logo, background image, title, subtitle, welcome message, etc.