ClientVenue Lifetime Deal | Client Management Portal For Agencies
ClientVenue Lifetime Deal | Client Management Portal For Agencies
$97.00
ClientVenue Lifetime Deal $97.00
The client is always at the heart of the concerns of all business matters and nowadays there are different solutions to satisfy them as for example client management or even client portal by virtual ways. Client management (or client portal) is at the core of any business as they are always looking for innovative and attractive ways to interact with their customers and create better products and services for their clients.
Creating customer relationships is very important for businesses, as they enable the business owners and businesses to forge strong connections with the customers that will encourage them to return for business. Client management is essential for creating such relationships, which also helps businesses to create strong marketing strategies, generate powerful leads, get to know about the needs of their customers, and as a result better their products and services
In order to manage your clients, you need to start looking after the experiences that they are facing while interacting with your company or business. Client portals and CRM tools are innovative and brilliant that have come a long way since their inception. Sharing important documents and files with your customers is very important in order to make them aware of the business that you are carrying out. Client management plugins enable you to share such files is a simple and secure manner. Sharing files with the help of such a plugin is as easy as uploading a picture on your Facebook account. Collaborating with the client has been made ten times easier with the help of such client management plugins.
Inspecting and uploading documents, asking for feedback and clarification, making requests and notes, and many other tasks associated with client interaction has been made possible, simple, and organized with the help of such plugin tools. You don’t have to adopt every latest cutting-edge technology that comes into the market, but in order to keep a competitive stance in a rapidly evolving environment, adopting some modern techniques is integral to business growth.
Introducing ClientService
Build secure Agency portal for your Clients. Dedicated portals for agencies to handle their client requests, teams, billing and so much more.
EASY ONBOARDING
Client Onboarding
Move away from high touch onboarding to self serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own. Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.
MANAGE REQUESTS
Manage Tasks & Client Requests
Have visibility over all your projects in real time. Manage your client requests in real time, and show case progress in a project manager-esque style. Bring all the teams together to collaborate projects in an easy manner. Get 360 degree view of your entire project and prevent project delays from happening.
MANAGE FILES
Storage
Store all your client related files & assets in ONE place. So that you don’t have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
PAYMENTS
Invoicing & Billing
Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared. Be it recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.
MANAGE TEAMS
Teammates
Get all the stakeholders involved on the clients’ side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
WHITELABEL
Branded Experience
Make the portal look as if it’s your own product, and on your own website. Make it look as if it’s a native experience to your website, by changing the branding, coloring and the design to suit your brands’ styling.
OFFER SERVICE
Services
You can package up all your services and show it up to your customers, this way you move from chasing payments and sending them manual pricing invoices, and get everything done in an automated fashion. Connect with all popular payment platforms, and automate your invoicing and bill collection.
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