Fewer repetitive exchanges
Your customers find the most common answers themselves.
Definition
Client portal : in a nutshell
A client portal is a secure area of your site where each customer logs in to view their documents, invoices, file progress or orders. It replaces part of the emails and phone calls.
Who is it for? Service businesses that manage files or subscriptions.
What it changes for you.
Documents in one place
Invoices, contracts and files are filed and always up to date.
Professional image
An organized, modern service that builds loyalty.
Concrete examples
- Viewing invoices
- Uploading and downloading documents
- Project progress tracking
How we go about it.
- 1
We talk
A simple conversation to understand your business, your needs and what matters to you.
- 2
We build
We carry out the project step by step, with regular check-ins for your approval.
- 3
We launch
Going live, hands-on training for your team and follow-up after delivery.
A client portal project?
Write to us. We reply simply.