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Client Portals

Client Portals ​​act as each company's playbook and information center tailored to the client's specific needs.  Once a client becomes a client, our IT staff reviews clients needs and builds our their portal making additions & adjustments as needed or projects change.  Below are examples of common elements found within many of our client portals.  And, many clients have us build custom elements as well.​​

No Obligation

Overview (Home)

All Activity Roadmap

Quick actions

Notifications

Highlighted Key Metrics

Communication

Secure Messaging

Document Exchange

Support Tickets

Project Center

Active Projects with Progress

Archived Projects with Historicals

Interactive Dashboards

Complete Reporting and Analytics

Downloads

Knowledge Base

Management Reference

Staff Reference

Permission Controlled Access Documents and SOPs

Video Tutorials

More

Document Hub

Document Library

Uploaded Documents

Downloads (all)

Proposals & Billing

Electronic Proposals

Archived Signed Proposals

Invoice Detail

Secure payment

Subscription Management

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