5 Must-Have Features of a Client Portal

Business can be incredibly competitive, and as an entrepreneur, you need to keep up with current market trends to keep your business afloat.

For example, you need a communications avenue that enables you to securely exchange data with your clients. This can be anything from announcements on your latest services or updates on their projects.

This can be done through email, phone calls, office meetings, and more. And, at the end of all these, you still need to cross-check that everyone has received and understood the message.

It’s not just about getting the information out there. You also need to ensure that it gets across clearly and effectively.

That’s where a client portal comes in. Keep reading to learn more.

What’s a Client Portal?

A client portal is a central hub where you and your clients can store, share, and discuss all files, information, and documents in real-time. This is an essential tool for businesses with remote employees or clients to streamline the process of collaboration and provide a platform for the team to engage and stay on the same page.

However, your client portal must possess crucial features to prove effective to both your business and clients.

Important Client Portal Features

1. Adapt Different Languages

A client portal that supports multiple languages is crucial for companies with an international client base. It lets you communicate effectively with prospects and customers from all geographies.

Your clients should interact with your company in their own language. This allows them to understand your service better, thus increasing satisfaction and loyalty.

2. Custom Integration With Your Existing Systems

Every company’s infrastructure is different. As such, a one-size-fits-all approach to integrating a new solution won’t work.

Your client portal should be custom integrated with your existing systems (such as CRM and billing software) for seamless interaction between them. For example, when you upload a document in the client portal, it should automatically integrate with your cloud storage system and notify the appropriate parties via email or text.

3. Able To Use Your Own Brand URL

Having a client portal with your company’s branding is essential for any business. It lets you stay in front of mind with potential and existing clients. It also ensures that communications between the two parties are seamless and professional.

Having a custom URL also allows you to integrate the client portal into your website, making the client experience even better.

4. Live Communication

Live chat, push notifications, or a simple email that lets your clients know something is happening on their projects can help reduce the number of support tickets you get. If a client has an issue that could be resolved quickly, the live communication feature will ensure it doesn’t become a more complicated problem.

5. Customizable Branding

A customizable branding feature allows you to personalize your portal for each client, so it looks like an extension of their own website. This increases the likelihood that they’ll keep coming back to check updates and monitor progress on their projects.
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Want to Create a Client Portal?

In the end, all of these features are not as important if your client portal is not easy to use, intuitive, and simple to navigate. You also want it to be secure and easy to access from any device.
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By building your client portal with these attributes in mind, you can be sure that your clients will appreciate the service and keep coming back again and again.

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