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.
There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
Great question, especially coming into the holiday time when kids have extra time and will be tempted to use it on social media and other consumption-based tasks. You want them to be creative but you also need to be wary of telling them to follow their passion when it comes to business. They need to …
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 …
If you’re looking to create an explainer or promotional video for your business or just looking to create your own simple video clip, some options include: Screenflow – using their included video stock library VideoScribe – looking for hand-drawn images while you speak? Choose from their image library and have your words animated Animoto – …
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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 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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There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
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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 …
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If you’re looking to create an explainer or promotional video for your business or just looking to create your own simple video clip, some options include: Screenflow – using their included video stock library VideoScribe – looking for hand-drawn images while you speak? Choose from their image library and have your words animated Animoto – …