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.
Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy Answer: The client asked for this to …
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and …
If you’ve ever had the task of copying & pasting information from a website, you’ll appreciate the benefits of using a web scraper.ย A web scraper is software that collects data from a website in a structured way.ย 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.
Related Posts
I need process improvement help
Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy Answer: The client asked for this to …
Automating ActiveCampaign & Pipedrive
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and …
What is web scraping & how would I use it?
If you’ve ever had the task of copying & pasting information from a website, you’ll appreciate the benefits of using a web scraper.ย A web scraper is software that collects data from a website in a structured way.ย I’ll use an example to explain: You want to create a list of all the plumbers in …
I’m building a website aiming to create an online learning portal
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 …