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 choose from including WordPress client portal plugins, software that stores client documents and project management software where you give clients access to their project & included files. To create the portal, you’ll need to hire a Business Systems Analyst to ensure the best customer experience.
Question: We’re an eCommerce company who are using Typeform for a range of systems we use. This includes lead generation, lodging product tickets, customer service complaints and more. I need an expert with expertise not just with Typeform as a tool, but with understanding the requirements of eCommerce stores. I’m looking for a conversation via …
Question: I’d like to do freelance writing in the naturopath space, any advice? Answer: Sounds fun! I’ll split up my advice into the work you can do for others and the work you can do on your own website. Naturopathy freelance writing Some basic steps to getting started in freelance writing as a naturopath are: …
Looking for software so you can save your screenshots and then share them in a beautiful way? Here are our top picks: Cleanshot A super powerful replacement for the macOS tool. CleanShot X provides over 50 features making it the ultimate screen capturing tool. Screely Instantly turn a screenshot into a browser mockup. Generate website mockups …
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 …
We need help building a client portal
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 choose from including WordPress client portal plugins, software that stores client documents and project management software where you give clients access to their project & included files. To create the portal, you’ll need to hire a Business Systems Analyst to ensure the best customer experience.
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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 …