Ultimate Client Portal
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Effortless Client and Team Management Made Easy
Save time, keep your clients happy, and eliminate manual work with the all-in-one client portal.
Here are the complete details of each system you need to know:
Customer Relationship Management - CRM [Free Version]
What's Included?
- Automatic Lead Tracking: Get a real-time picture of your total leads, converted leads, and conversion rate.
- Leads Pipeline: Visualize and manage your sales process.
- Contacts List: Keep all your client information in one place.
- Interlinked Tasks: Connect tasks to specific leads for better organization.
Benefits You'll Love:
- Automated Insights: Never miss a lead with automatic conversion tracking.
- Efficient Pipeline Management: Easily manage and prioritize your leads.
- Upgrade to the Client Portal
- Dealing with clients and team members online can be chaotic.
Daily communications, multiple tasks and projects, and team updates are overwhelming without a system.
Our client portal offers a one-stop solution for all your communication and task management needs.
What's inside?
- Individual Client Systems.
- Client Data Management.
- Separate project management for each client.
- Easily manage tasks to have you and your client on the same page.
- Requests management.
- Track invoices with individual clients easily.
Teamwork System:
- Reduce time wasted in communications: Get Daily Team Updates in one place.
- Get the complete picture of all projects: Unified Project Database of all clients.
Let your team take complete control with unified task management for all clients. Information added to this page will automatically update on the management page of each specific client:
Benefits
- Enhanced Client Experience: Improve client satisfaction with organized communication and task management.
- Time-Saving: Eliminate the need for multiple apps.
- Efficiency: Centralize all your clients’ and team’s communications and updates.
- Comprehensive Tracking: Keep track of all your projects and tasks in one place.
Functionality:
- Client Pages: Individual pages for each client for easy access and management. Duplicate the given client page for your other clients.
- Team Control: Your team can manage all tasks and projects from a unified page.
- Filtered Views: Show specific tasks and projects to clients using filters from the unified database.
- Automatic Updates: Automated changes in clients' pages based on changes made in the teamwork page.
- Save time, stay organized, and automate manual activities with a single communication and management system today.
Systemize your work process to scale your business.
