How to Create Your Own Client Portal And Its Benefits

It's good to know that setting up a client portal is not difficult - in fact it only takes 5 steps to get set up! In this article, we will show you how easy it is to create your own branded space and tailor it exactly to your business needs.

How to Create Your Own Client Portal And Its Benefits

There are many reasons why you should have your own client portal, but the benefits of using cloud storage for customer engagement are substantial.

It's good to know that setting up a client portal is not difficult - in fact it only takes 5 steps to get set up! In this article, we will show you how easy it is to create your own branded space and tailor it exactly to your business needs.

So if you're interested in learning more about how a client portal could benefit your company, check out our dedicated blog on why a customer portal software is right for your company!

Client Portal

A client  portal is a secure digital gateway to an organization's network, community forum, customer information, knowledge base, and/or other information. Organizations often use client portals as a central place to share information with their customers.

Typically, these portals are accessible via a web browser or mobile app. Client portals, also called customer portals, rely on client portal software, which gives clients the ability to securely log in and access information, files, and services online.

1. Setting up from scratch

The first step to creating your client portal is setting up a new account. It is a quick and simple  process that takes only a few minutes and requires you to input some basic details.

Once you have created your account, You can access your client portal and customize it to match your company's branding straight away.

There are many reasons why you should have your own client portal, but the benefits of using cloud storage for customer engagement are substantial.

For example, having your own client portal gives you the ability to have an online workspace for customer engagement.  

This means that you can change your login screen, logo, color scheme, domain name and portal terminology from your account settings. You can even have unique email addresses for notifications that are sent on to members through email.

On top of this you will also gain access to a whole range of back office features- perfect if you want to manage your company's back office tasks such as invoices, payments and billing.

All of this is easily accessible from your client portal dashboard with one click access to all the features you need for customer engagement- making it easy for your business to reach out and communicate with clients at any time!

2. Start Groups for Clients

After setting up your Client Portal in a professional manner, you can start creating different groups before adding your team members and clients.

Each and every group can be customised to fit the  specific needs of your clients. Groups can be used in a variety of ways depending on the type of client you have and the  ways you interact with them.

For example, one group could be a client if you are an investment firm, one group could be used for all of your internal staff, and another can be for a specific project that you would like to invite selected  individuals or teams into the portal.

The Individual space can be created and branded by adding their logo and colour scheme to create a more personalised experience.

You can also add a customised welcome note with important information or media as the first thing clients see. Adding specific files, notes and press releases are all easy from your dashboard so you never miss an opportunity!

All in one place & accessible at any time of day through your  Client Portal. When you are ready to add your team members and clients, simply use the search function to find them in your contact list by typing their name or email address then clicking 'add'.

Your client portal dashboard will show all of the new contacts as they join so that it is easy for you to keep track.

3. Decide the functions and designs

After setting up your client portal, the fun can begin! It is now time to decide which features are right for your business and what exactly it is that you would like access to.

Customizability allows  you to select only what you need exactly where and when you need it. Meaning that if  you want different features on show in certain client groups and a completely  different selection in others, then Clinked can do that!

Some of the main back office functions to consider are invoicing & payments management; scheduling appointments and meetings both internally and with clients; document sharing, quotes & contracts- all from your dashboard!

It provides a  secure business environment which allows you to keep track of all your conversations and agreements.

From the dashboard,  employees can access contacts (including personal information) as well as files from Google Drive or Dropbox- making it easy for teams to work together without ever relying on email chains again!

No matter which industry you work in or what your business goals are, Client Portal is the perfect solution for all of your client engagement needs.  From project management to secure file sharing and group chats- we've got everything covered!

4. Add Your Clients via Invitation

To add participants to your client portal, you can invite your members via email, create their accounts and provide them with their login details, or import them from a CSV file.

Members can be added by clicking through to the ‘members’ section in your group, and here you can also set the levels of permissions for each member depending on how much access you want to give.

There are three levels of permissions you can set for your members; Basic, Standard, and Administrator. Add members at whatever  time you want, and can add more into a group as you need more people to work on projects.

You also have the possibility to create a members profile and then give them access later once everything is set up.

This works well if you want to invite certain team members to help collaborate on a piece of work vs final users who need to see a more polished, final version of the platform.

When you are ready to add your  team members and clients, simply use the search function to find them in your contact list by typing their name or email address then clicking 'add'.

Your client portal dashboard will show all of the new contacts as they join so that it is easy for you to keep track.

5. Collaborative Work with Clients

To Leverage the full capabilities of Client Portal, it is important to decide which features are right for your business.

You can choose from a variety of different functions that will help you and your employees communicate with clients as well as share files securely through the platform.

Uploading documents such as text or presentations into Google Drive directly from Client Portals mean team members can share documents with clients without ever having to send an email or rely on multiple versions of files.

You can also create groups and set up notifications so that you're always alerted when a new message is received, no matter where you are!

With the click of a button, teams will be able to communicate in real-time via group chats, ask questions, share files and much more.

Benefits of having your own client Portal

  • Accessibility

Portals give clients easy access to relevant information such as FAQs, troubleshooting tips, company and product details, and much more. With well-managed portals, all this information is correct and up to date.

  • Present customised content

Imagine a bank telling you about a specialized interest rate or product offer when you open your banking app. This is personalised to you. Without the banking portal,  you may not have known about it.

Portals give clients easy access to relevant information such as FAQs, troubleshooting tips, company and product

  • Integrated CRM and billing

Client portals are designed to work well with your company's existing software.  This makes it easy for users to access information from multiple applications in one place, ensuring that all of the relevant data they need is always available when necessary.

Integrating client portal features into your workflow means new opportunities for collaboration between departments such as sales and billing, plus improved workflow from start to finish.

  • Easy Communication

No more waiting for email replies. With client portal, your clients can raise queries and expect a response in real-time on the same platform where they have already been told about their upcoming appointment/meeting etc.

Because  your clients are already on the platform, they can also be easily reminded about their upcoming meeting.

  • Work from anywhere

Let's say a client needs some information that you have to go and collect for them. With portals, your employees will no longer need to leave their desk in order to rush down to retrieve this information; instead simply send it to them via the portal.

  • Loyalty

Client portals can enhance customer experiences by offering extra channels for communication. When you make accurate, on-time information available to your customers, you are seen to be responsive to their needs. This gives you a much better chance of retaining that customer

Conclusion

Client portals give both your employees and clients the ability to communicate in real-time, saving time from start to finish.

With accurate information readily available on one platform, you can make better decisions that will lead to a higher quality of service for everyone involved. Make use of the resources and claim your client portal soon.