Client Portal is your customer’s hub to make requests, get support, have a continuous connection, securely exchange files and more. All this under your own brand.
Securely share and access files and data 24/7.
All documents and files are stored online on the AWS cloud which eliminates the risk of physical hardware failure.
Add forms for easy on-boarding, file compiling, and other administrative procedures and have your clients complete them online.
Add customizable action cards.
Add PayPal integration so you can accept both one-time payments and recurring subscription payments via Client Portal.
Get your customers access to a direct and instant chat with an advisor.
Collect the information you need without having to send them via email or discuss them over the phone.
Add office hours.
Communicate with audio and video calling using Client Portal simple chat interface. Easily set up and manage video meetings with your customers. Share screen for more detailed conversation.
Let the Chatbot handle most of your chats, FAQ, and all frequent issues. Give clients a 24/7 self-serve solution.
And relax – the Bot forward all unsuccessful conversations to human agents.
Build a personalized Client Portal as a standalone web and mobile app, or as an extension of your existing website, web, or mobile app.
Our drag-and-drop visual builder enables you to create your Client Portal faster than traditional development methods and iterate easily.
Build client trust with your own branding. Customize the user interface with your logo and colors. Get your fully branded custom URL.
Client Portal is built on Matrix open source project which provides end-to-end-encryption via the Olm and Megolm.
We host all of our Cloud infrastructures on AWS.
Chain several Actions in a row that are triggered automatically (trigger/action automation). Define the steps and elements necessary for administrative processes and cut administrative time in half. Add chatbots and customizable action cards.
Open, flexible architecture
Iterate – add new apps and technologies anytime. Adapt your Client Portal to your and your customer’s changing needs.
WordPress, Zapier, Stripe, PayPal, Google Calendar, and more.
Easy to use
Our solution is conversation-based which is intuitive and easy to use.
Mobile and Web
Give your clients access anywhere they are, on any device.
DELIVER TIMELY AND HIGH-QUALITY SERVICE WITH CLIENT PORTAL
Give your customers direct access to you and your business!
Whether you are a big enterprise or small business, manage your user’s requests, and provide support digitally.
Whatever your service is, get your Client Portal and keep customers satisfied by providing frictionless delivery experiences.
Bookings, order cancellation, payment, help & support, push notifications.
Maintain a continuous connection with students.
Share files, propose online classes, webinars, and even tests.
Expand your capacity with Client Portal that enables your patients to book appointments, send and receive files, get online support, and more.
Marketing & Customer Engagement
Provide your users with the content that informs, engages, and convinces.
Extend your brand reach and improve services through direct communication.
Deliver timely and high-quality service with limited resources and go live in days or weeks, not months.