Client Portal Software

Personalized customer service

Conveniently and securely share documents, assign tasks, fill forms, and collect signatures with a sleek client portal.

What is Client Portal Software?

Client portal software solutions are a secure way to interact and share important information with customers or non-member users of that solution. They allow customers to safely upload and access sensitive information with a customized access point tailored to only show them what they have permissions to see. Sometimes called a customer portal, they provide flexible tools that can adapt to any number of use cases where these users can interact directly with your team, view files and tasks, fill out forms, and even sign contracts – all without the expense of a full-system-user.  

Benefits of Client Portal Software

Customer portals are dedicated hubs where customers can manage their information and relationships with companies and their staff. Whether they’re buying a new home, shopping for new business software and services, or managing investments, customers expect to have online access to and control of their information. Client portals provide instant access for customers, increase customer satisfaction, boost staff/agent productivity, and add a layer of security when engaging with customers and clients online. 

Automates data collection

Speeds up client & document processes

Improves customer service

Personalized access is automatic

Creates better customer experiences

Reduces errors & redundant data entry

In-product secure file sharing

Lowers labor costs & manual work

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Client Portal Software:

Choosing the right software for your organization

Choosing the right software means finding solutions that support staff and company goals, facilitate ingenuity, and streamline mundane operations. Client portals are extremely useful for managing client data, sharing company and product information, automating sales, marketing, or support tasks, and improving customer loyalty. 

1. Automatically-Created Portals

Automatically generate client portals simply by sharing folders, documents, and tasks with customers or other users. When those users log in to view shared items, they see a simplified interface where they can interact with documents, folders, and tasks, fill out forms, sign contracts, and chat directly inside the software – facilitating better customer experiences and simplifying work for agents and staff. 

2. Built-in Communication

Project-level chat, task and document-specific conversations, and user mentions (also known as @mentions) allow users to interact and communicate instantly in one place.

Whether you’re chatting with a customer about the new home they’re purchasing, answering questions about that contract they’re trying to sign, or collaborating on what to include in their next offer, having it all in one place saves time and helps boost customer satisfaction.

3. Share & Access anywhere

With client portals, information is protected and accessible to clients regardless of device or location in the world. Logging in reveals a streamlined user experience for clients to access folders and documents, forms, contracts needing signatures, tasks, and even chat with agents/staff of a given organization. These real-time interactions are a secure and mobile-friendly way that allows businesses to work better with external clients and partners. 

4. Tasks & Deadlines

In client and customer relationships, often there are tasks that are divvied out in order to reach goals and milestones of that relationship. A common example of this would be working with a realtor to purchase a home, where both the agent and the client have forms to fill out before an offer could be placed on a prospective new home. Tasks help ensure that everyone has clear direction and understands what next steps are needed to quickly and efficiently move the ball forward on that project, complete with reminders or notifications for impending deadlines to keep things moving towards a particular goal – like getting an offer out and accepted on that new house you love. 

5. Workflows, Forms & Signatures

Workflow engines in software exist to decrease mistakes, remove confusion in the workplace, and increase connection by automating basic or duplicate processes. When processes are combined with additional elements such as digital signatures and online forms, true magic happens.

Because workflow engines are such adaptable tools, there are practically unlimited examples. They can intelligently route approval for client bidding contracts, store and share brochures with a new customer, or collect and process project expenditures using an online form.

6. Integration with third-party apps

Software integration connects complicated processes and produces a harmonious working environment, which is essential for success. Connecting third-party applications means that customers have instant access to answers, support tickets, feedback forms, contracts, brochures, self-service options, and real-time chat – building stronger relationships between businesses and their customers. 

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Document Management

Securely store and access docs.

Visual Forms Builder

Visually build and share forms.

Project Management

Achieve goals & milestones.

Digital Signatures

Send and sign any document.

Workflow Engine

Automate any processes.

Client Access Portal

Client access at no extra cost.

Approval Processes

Approve from anywhere.

Business Processes

Manage business processes

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