Tagclient portal

What is the best portal within project management software?

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Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project...

I’m a mortgage broker and need an Infusionsoft alternative

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Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process.  When prospects send the documents it will notify me.  I have list of documents required, and I select the documents that are required from each prospect, and have sample list...

We need help building a client portal

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Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few client portal alternatives to...

Business Management Software for Photography Business

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Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in our area often providing multiple photoshoots to each school...

I want to develop an Intelligent application form and portal

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Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge so we are looking to build the form and portal in another system. What is your...

What is the best project management tool that allows client access?

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There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are: Email Phone Chat Weekly Reports Branded customer portal Access to your PM tool Access to a live project document Automated emails based on stages Concentrating on the last four options: a client portal works well for...

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For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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