If you are wondering, “How can a client portal help my business?” Then you need to read this article and see all of the solutions you could get. Client portal is software designed to give external clients access to internal files and information. Furthermore, it also enables internal teams to manage clients and suppliers. While it’s providing all of these, it ensures that there is a secure environment to protect the data and other information.
That said, it is time to see all of the solutions you could get with a reliable client portal.
File and Document Collaboration
One of the largest solutions offered by a client portal is document and file sharing. Imagine having a system where all your clients can access invoices, orders, and important information without having to bother employees.
Collaboration through a client portal is easy and fun for all involved parties. Every user is given user rights to access, download, and upload what they should see. This makes work a lot easier.
Task and Project Management
Most client portals are used to manage client tasks and projects as well. The team is assigned tasks and everyone can see the task’s progress. However, clients can only see the progress of their tasks while managers can see all tasks.
Such a client portal increases productivity, efficiency, transparency, and customer focus. On the same note, the company will reduce customer complaints.
Group Chats and Discussions
One of the solutions that come with a client portal is group chats and discussion boards. You will notice chatbots all over these portals for you to communicate with clients and other collaborators. There is also the noticeboard to make important announcements and everyone in the system will see this.
Furthermore, a client portal is linked with clients’ emails to automatically or manually send documents and notifications. With advanced technology, this is just the tip of the iceberg when it comes to communication efficiency.
eSignature and Approvals
Signing documents electronically to authenticate them and approving viewing of certain documents and files is a crucial solution that comes with a client portal. Supervisors and managers are given these rights as a way to verify documents before they are viewed by clients.
The service provider ensures that their software has this feature if it has to succeed. When buying one for your business, you should consider this as well.
Cloud storage is more secure than saving important work in personal computers. Apart from ease of remote access, cloud access increases the security of files and communication. With this, you can rest assured that there will be no unauthorized access to your clients’ communication and documents.
This is the trend with all collaboration software, and it is good to keep your business at par with technological evolution so as not to miss any growth opportunities.
A client portal that offers the above solutions is quite appropriate for any business. Whether you are just starting a new business or making changes in your existing venture, it is time to make customer-focused changes like using a client portal.