SMB client portal software

 

Maintain a constant presence of light and activity in your enterprise.

 

With a custom-branded client portal, you can release your customers from the constraints of regular office hours.

 

Better luck to your clients. You'll get more business.

Your customers can do anything, whenever they want, using an online client portal. Help your customers out by allowing them to do anything from making appointments and making payments to sharing files and collaborating on projects online. In addition, they don’t have to be computer smart, since it is very user-friendly and easy to understand.

One convenient location for all of your client needs

Online appointments

Provide customers the option to book appointments, sign up for events, and change or cancel their plans as needed.

Safe payment

Quicken your cash flow by accepting credit card or PayPal payments from customers either before or after a meeting.

Easy to use dashboard

With a welcoming dashboard, show customers future appointments, pending payments, and more.

Messages
Provide a direct method of contact by enabling customers to send and receive messages using a messaging system set up by your company.

Sharing

Provide customers a safe way to send you and your team files, and a safe way to see and download the files they’ve been sent by you and your team.

Build your own client portal: a step-by-step guide

Prepare your company for achievement.

 

Build an impressive, branded client portal.

Get people’s attention with a personalised client site. Integrate your company’s colours and logo into the gateway layout with no effort.

Display beautifully on any screen size

Computer, tablet, or smartphone? Everyone with an internet connection may use our client portal since it is responsive and looks excellent on any device.

Facilitate a one-on-one interaction

Provide each customer a transparent view into their account status and future steps (such as how to make a late fee payment or get a downloadable document).

Client app

App-like functionality with no code

Need repeat business? Well, cool. Being at the forefront of your clients’ and potential customers’ minds is essential to your business’s success; domlan makes it easy to transform your client portal into a mobile app.

Intuitive and uncomplicated. Powerful.

Everything you need to efficiently manage your clients is right here:

Leads
Use a nice lead-generating website widget to monetize visitors

Client management
Remain organised and develop long-term client connections

Billing/invoicing
Online payments and professional billing and invoicing

Marketing campaigns
Increase sales using email and SMS marketing.

Schedulers
Maintain an online calendar for client bookings

FAQ

domlan’s customer and business relationship management and client engagement platform for small enterprises includes a client portal as one of its offerings. Client Portal software may be used by company owners and managers to provide their consumers the freedom to engage with their preferred companies on their own terms, whenever and wherever they want.

The programme known as the Client Portal is a one-stop shop for handling everything to do with communicating with and serving clients, from scheduling appointments to facilitating the exchange of files and documents and even taking care of billing and payment processing. The vcita platform helps its customers to get more from their client interactions and commercial engagements by including mobile, online, email, and social platforms into their solution. They include more effective branding, higher levels of customer involvement, and simpler delivery of high-quality services, all of which contribute to increased customer retention over time.
Client Portal software does more than just help you build stronger ties with your customers; it also gives you the tools to make your interactions with them more unique and meaningful. It is possible to personalise your Client Portal by altering its visual elements such as its background picture, colour scheme, and icons to better reflect your brand’s identity.

Subscription plans from domlan may be modified to fit your business’s requirements. Online payments, online appointment scheduling and event registration, SMS marketing, client text messages, client tags, and follow-ups, 3rd party integrations, analytics, team calendar, multiple staff accounts, custom email & SMS notifications per service, staff roles and permissions, auto-assignment rules, API integrations, and other features are all available across all plans.

Customer service is streamlined and made more convenient with client portals that house all the information customers might possibly need to transact with your company in one convenient location. It’s an online hub where they may access a dashboard and do a variety of tasks once logged in.

Find out what’s still owed to your company, then pay it, all from the comfort of your own home. All invoices and receipts are stored in the portal and may be downloaded at any time.
Appointments can be made, changed, or cancelled; files can be uploaded and shared; a customer’s entire interaction history with your company can be viewed; communication with your company is quick, secure, and personal; and a customer can perform any of a number of available actions in relation to your company.

Client Portal is easy to use. After registering, your customers may quickly and easily access their accounts through the Client Portal. The Client Portal’s user-friendliness and lack of prerequisites for technical expertise make it ideal for facilitating client interactions.
The Client Portal is compatible with all major desktop browsers, as well as mobile browsers on iOS and Android, and web browsers on Windows, Mac OS, and Linux.

You may provide your customers more freedom and flexibility in how and when they connect with your company by providing them with a client portal. They may access the services they need, such as invoicing and billing administration, appointment scheduling, document sharing, etc., via an easily navigable and simplified interface. This ensures that your company may continue serving customers at all times, regardless of the time of day, rather than just during normal business hours.

The many ways in which a company communicates with its customers will be facilitated through the Client Portal.

Your customers will appreciate the convenience of being able to plan appointments, reschedule existing ones, or cancel them altogether via your website. In addition, they get access to the archive holding data on past occurrences.

Customers may now pay in advance or by PayPal or credit cards, making it possible for you to quickly collect what is owing to you.

A direct line of connection with your consumers, made possible through the Client Portal, is an open and always-open channel of two-way conversation.

Your clients will appreciate the convenience of being able to easily upload and share files with you and your team, as well as receive files that you send them.

An intuitive dashboard can keep track of everything that happens between your company and its customers. Your client may use it to see transaction history, upcoming appointments, etc.

The Client Portal will have a clean, modern design and provide an excellent experience for users on all devices (mobile, desktop, tablet). A client portal may be quickly converted into a mobile app that will generate conversions and boost customer loyalty for your business around the clock.

initiatives. The data they acquire is filtered and structured in a more perceptive way, enabling them to make better-informed choices based on this crucial information.

Additionally, CRM enables companies to acquire essential information about the consumers themselves based on developing a history of their contacts with them (purchases, involvement in marketing campaigns, etc.) which, in turn, helps them design and deliver superior and more lucrative goods and services. Targeting clients also becomes simpler and allows for a more strategic approach to company planning. Lastly, a company’s product development time may be reduced and the innovation management process can be improved with the help of a collaborative customer relationship management system.

CRM software also helps companies expedite other parts of their day-to-day operations, such as the organisation of client meetings, the processing of payments and invoices, the aiding of new customer acquisition and retention, and so on.

We want to assist you tell the world about your client portal’s success story so that it may attract even more business. We provide you with white-label client portals that may be branded to reflect your company’s values and ethos, allowing you to make a strong and lasting impression on your customers. Is there a certain brand colour you’d want people to associate with your company forever? We’ll be happy to assist you. Is there a requirement for a logo that may act as a symbol of excellence to your clientele? You can count on us to get it to you as soon as possible.

As part of our white-label cooperation agreements, we can provide your clients with a completely personalised company page and a protected Client Portal. The Client Portal is an online hub where your customers can manage their information, submit requests, and see the status of their inquiries and orders. vcita will provide you a custom link to the company page that you may use in your marketing. You are welcome to make any changes to this link that would bring it into better alignment with your company’s branding and overall image.

With a white-label Client Portal, you won’t have to stress about translating your brilliant visual and creative concepts into nitty-gritty technological achievements. We’ll also assist you in refining your concept of the perfect customer portal and determining which features will prove most useful to your company and its clientele.

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Stand out from competing companies. Make something new and exciting for your clients.