Clients and the portal
What clients see, how it is branded and how to capture new leads.
5 articles
- What clients see in their portalProgress, documents, payments and messages in one branded place.
- Brand the client portalYour logo, colors and business name, from sign-in to invoice emails.
- Share documents and send formsGive clients what they need and collect what you need back.
- Messages with clients and vendorsKeep every reply in one inbox instead of scattered threads.
- Capture leads with formsTurn enquiries into leads and leads into clients.