How to Know if Your Client Portal Software is Actually Efficient

As a business owner or manager, the truth of the matter is you find yourself spending a lot of time and money communicating with clients via email or phone calls. In most of these cases, the communications usually involve discussions on payments or ongoing projects.

But what if we told you all that could be a matter of the past, and there’s an excellent solution that will turn your nightmare into bliss.

Developments in modern technology have allowed businesses to create client portals. Client portals serve as a web app where customers can log in and access documents, view updates on ongoing projects and even communicate with their business partners.

But how sure are you that your client portals are working as well as you want it to? To answer your question, here is a list of features you need to make sure your client portal software has to work efficiently.

1. Central Communication

Good communication tools in client portal software are what tie everything together. Both the business and its client base need to communicate and interact for effective collaboration.

Clinked understands this need and has therefore provided an instant messaging feature in its client portal solution for both group and individual messaging needs. They also have discussion boards and a reach-out feature for sharing long or important messages.

2. Customization

Client portals offer businesses a lot when it comes to practical functionality. However, the small details can make any product really stand out and can make the customer experience very personal while maintaining a strong sense of professionalism.

For instance, can your client portal software allow you to incorporate your own logo and branding colors? Can you give the portal a name that matches your business? Can you categorize your clients according to location?

3. Security

Security is a colossal concern for businesses operating in the online space. Every year companies lose billions of dollars because they lose sensitive customer data. But with a secure client portal, this is an issue you may not be worried about.

A client portal will allow you to set access permissions for each stakeholder involved. You can also expect a client portal software solution like Clinked to have high-grade security measures such as end-to-end encryption and bank-level security.

4. Collaborative Workspace

If there’s anything that we’ve learned over the past two years or so is that remote working is the new frontier. People are moving away from physical offices and are shifting to online work, which makes their employees more efficient and reduces the company’s overhead.

Clinked’s client portal solution allows users to monitor project progress, upload and edit documents, and comment directly on files.

Client Portals Are the Present and Future

Keeping customer information intact can be a hectic task for any business. Not only is it demanding, but it can prove to be costly, especially for a growing business. Additionally, security is also a significant issue.

Therefore, whether you’re a prominent investment firm or a small business, if your company involves managing data associated with partners, clients, or a community, then you could most certainly do with a functional, reliable client portal.