When you work with clients, you’re aware of the complexities in tracking the project and its deliverables. You need to send the files through emails where they usually get buried under the truckload of messages in the inbox.
That’s where a client portal can resolve your communication dilemmas. It allows clients to keep an eye on the project with easy access to files from anywhere at any time.
However, providing a portal isn’t everything. Invest in the software that incorporates the following elements to create an engaging environment:
Keeping Track of Activities
Every individual group activity in a project is imperative to the overall work. Hence, it becomes essential to keep track of activities with the latest updates among the members of the portal. Share the updates from your site through email notifications.
This will keep you informed about the entire project, parts that are completed, and ongoing processes. From single document sharing to extensive updates, the portal has an online data storage system that mitigates all your worries.
From custom design to a logo, you can create a professional version of the online portal that suits the client’s brand. You may also organize the content in any manner as per the requirements of the client. With a few clicks, impress your clients by offering a branded portal that’s easy to set up.
When customers feel they are in a familiar environment, they don’t hesitate to engage with your business. But, don’t forget to ask the software developer about the costs of customization, if any.
Allowing Easy Functioning
Your clients wouldn’t want to work on a portal that’s difficult to navigate. It makes sense to provide them a simplified solution that allows easy uploading and editing of the files. The process needs to be faster and convenient, even if uploading multiple files at a time.
You may incorporate a simple drag and drop feature that facilitates direct uploads into the browser. Also, keep the clients engaged with features like external file sharing and file approval requests, assisting in collaborative editing.
Seamless Team Communication
In any client-side project, effective communication is vital to improve efficiencies and deliveries. Emailing is not only time-consuming but also ineffective in allowing real-time interactions.
This is where a client portal with smart information sharing and messaging features can make a difference. It allows the capability to add comments and discussions for the users. You can manage the tasks with other team members and provide immediate feedback wherever needed.
Ensuring Secure Storing and Sharing
Since you need to protect the privacy and integrity of useful client data, investment in a secure portal becomes a necessity. Prefer a portal that uses virtual URLs and bank-level encryption in transit for security purposes. It should allow only authorized users to access the data at any time.
Features like SSL and encryption deliver a secure experience for your clients whenever they input sensitive documents into your system.
The above are the essential features of a client or customer portal that you need to facilitate seamless communication among your teams and clients.