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.
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink – starts at $3 for international cards send to clients …
Platforms for creating and selling online courses can be split into three main categories: Online course marketplaces Self-hosted LMS WordPress plugins Self-hosted LMS WordPress themes Hosted LMS software Your options in each of these categories (listed alphabetically) include: Online Course Marketplaces Coursera Lynda Udacity Udemy Skillshare Masterclass CreativeLive EverLesson Self-hosted LMS WordPress plugins LearnDash LearnPress …
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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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