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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If you’ve ever had the task of copying & pasting information from a website, you’ll appreciate the benefits of using a web scraper. A web scraper is software that collects data from a website in a structured way. I’ll use an example to explain: You want to create a list of all the plumbers in …
Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
We need help building a client portal
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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