Client Portals
Using a client portal, you can easily and securely exchange information with clients. You no longer have to rely on unencrypted email, fax, in-person document sharing, or any other inefficient method.
A client portal makes file sharing as easy as uploading an image to your social networks. At the same time, it keeps customer data more secure as compared to your hard drive
Software Features
Conversation Mode
Initiate conversations with your clients using our messaging interface. Client communications are automatically tracked within their project to be easily accessible.
Task Management
Create collaborative tasks for you, your clients and members of your organization to stay on track, or share public and reach goals together.
Scheduling Calendar
Our calendar allows you to create and organize events with clients and teams members.
SMS
Initiate SMS conversations to single or multiple clients. SMS conversations are automatically tracked within their project to be easily accessible.
Project Management
Create projects for your clients and stay on top of upcoming tasks, completed forms, and deadlines.
Document Manager
Our document management solution combines advanced OCR technology, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork.
Email Marketing
Our email marketing provides all the latest email marketing features designed to help you grow leads and build stronger relationships with your clients.
E-Signature
Simplify the process of collecting and signing documents from clients. Our secure client portal lets customers e-sign documents with authenticated digital signatures, from any device.
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