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client portal software review

We need help building a client portal

By Rich Peterson on March 28, 2019

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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