Apr 19, 2024
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As a service professional, you’re always looking for ways to collaborate more effectively with your clients. But while this might sound like an easy task, it can become quite difficult, especially if you’re using disconnected tools or lacking transparency.
That’s when it might be time to invest in a client work management platform that’ll let you collaborate (in real-time) with your customers through an automated client portal.
Here’s a quick rundown of what your clients can expect with on-demand access to a centralized hub:
Give clients 24/7 self-serve access to a portal for raising their own tickets or support 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.
The portal will allow clients and other external stakeholders to log in securely from their desktop or smart device to see all communication and even open tasks on projects. This gives your clients the transparency they want and deserves to see exactly how a project's budget is being utilized.
Through the extranet, you can allow clients to view selected documents, such as project plans or contracts. This builds a sense of cooperation and transparency, provides an easy way to interact with your clients, and lets you share documents in a way that avoids sending numerous emails. This means no more annoying Cc or Bcc threads cluttering your inbox!
Automatically get notifications by email of any interaction your clients make, including sign-offs or approvals, or if they provide feedback on a project. This way, you're able to collaborate with your clients every step of the way.
When a client creates an attachment, it’ll automatically be stored to the sale, project, or issue. Your clients can easily upload revisions or large documents and have them stored in their client portal account. The best part? You’ll be able to customize exactly what’s available for your clients to see in the portal with flexible permissions and rich-text formatting designed to match your business needs.
Gone are the days where you had to keep track of your services with various spreadsheets and accounting tools. Now, you and your clients can have access to a record of their service billings, fulfillments, and payments - making it easier for both parties to keep track of billing histories from one central place.
So - if you're ready to start collaborating more efficiently with your clients, click here to start your free trial of Accelo today.