Customer Portals
Customer Portal Software
By offering a safe client portal with quick access to projects, calendars, and self-service options, you may improve your customer interactions.
The client portal is a prime illustration of how modern technology have improved business collaboration. Due to their capacity to offer entirely secure 24/7 access to collaborative tools with just an internet connection, they are becoming more and more common among businesses that interact with different clients.
What is Customer Portal Software?
A client portal is a personal web channel that you can use to communicate with and inform your consumers. You may also have heard it referred to as an intranet, where information is exchanged internally with employees, or as an extranet, where information is shared securely with designated outside parties.With the aid of customer portals, you may communicate, work together with internal and external clients, and share papers, schedules, and data records. Additionally, you may use a portal to let your clients see, download, and submit confidential documents like invoices and much more. Customer portals are straightforward to use but safe. A web browser and an internet connection are all you need.
What are the benefits of Customer Portal Software?
Customers can access any information a company wishes to share with them in addition to receiving answers to their inquiries. Customers profit from having access to the information they need when they need it, and businesses win from having fewer inquiries, which frees up the time of customer care and sales staff, as well as from having happier customers, who are more likely to stay loyal to them.
Customer portals outperform email, File Transfer Protocol (FTP), and Virtual Private Networks (VPNs) when it comes to information sharing. Customers will gain from: Businesses won’t have to worry about the price and hassle of maintaining sophisticated VPNs;
- The ability to securely exchange information, including financial information;
- No file size limitations;
- Self-service access to a private repository;
- The ability to upload and manage larger files;
- Version control functions;
- A structured folder system (unlike FTP).
How a Customer Portal Can Help You
The manner you use a customer portal is up to you. Its applications will differ widely based on your organization, industry, and goals.
Our customer portals are browser-based, so they operate on any device — from a PC to a Mac — and can have features that let you:
- store, edit and share documents and files
- download or preview files or data records
- manage your key meetings and events via an events calendar
- assign tasks, set due dates and update your progress – useful for keeping projects on schedule
- send automatic email notifications when there are updates
- provide secure client messaging
- establish a searchable database of knowledge
As an example, we’ve created customer portals that:
- enabling users to upload their diabetes meter data online
- offer a location where users may quickly maintain participant information and access reports
- Provide thorough management reporting, which includes all of a customer's orders over a specified time period and a thorough cost breakdown.
Additionally, we frequently include customer portals into the other software solutions we provide, including web and mobile applications.
We have systems that work together from many years, combining different legacy applications and technologies.
Neil C, Managing Director, A.S.
Customer Portal Security
We utilize encryption at rest with SQL Azure because we place a premium on the security of the data on a client’s customer portal. We make sure that data is stored on crucial systems that adhere to several security guidelines and are shielded from the outside world.
We have earned the trust of the different small companies from healthcare, education, financial services, and insurance sector—all of which demand the highest level of security.