3 Key Elements Your Client Portal Software Should Have

Traditionally, companies used to handle business in face-to-face settings. For example, task collaboration and meetings were ideally handled in office spaces. However, thanks to modern advancements in the digital age, that has all changed.

Nowadays, it’s very common to find client-company interactions or staff collaborations taking place in virtual environments with all parties involved dispersed across different locations and even countries.

All of this has been made possible thanks to client portals. Keep reading to learn more about this ground-breaking software.
What Is a Client Portal?
A client portal is a secure website that businesses use as a single point of access for clients looking for certain company information like policies or perform certain tasks such as making online payments or placing orders.

Client portals are available 24/7, 365, and can be accessed on a computer or mobile device like a smartphone or tablet. All in all, they help make a business more efficient by improving communication and client experience.

Let’s walk you through three key features you need to incorporate into your client portal software.

  1. Communication Tools
    As great as emails are, the reality is they are often not the most efficient way of communicating with clients. They can get lost inside a busy inbox, making information hard to find.

However, a client portal can centralize all client communication in one space, saving time and making work a lot more efficient. But for a client portal to perform this function, it has to have:
● Real-time chat technology: Some client concerns require real-time conversations if they are going to be resolved. As such, a good client portal needs to have a chat feature to connect clients with customer service for important or sensitive matters.
● Online forms: Online forms will allow a business to add a form within a communication thread shared with a client. This allows the company to collect data in a more structured approach.

  1. Reporting and Analytics Tools
    A client’s portal should have good reporting and analytic tools so the client can find it easy to understand the effectiveness and efficiency of the service. Yes, functionality and access to information are helpful, but clients should also be able to report on their work. This will allow them to find bottlenecks, analyze their successes, and identify good opportunities.
  2. Self Help Features and FAQs
    As long as you have a functional client portal, you should expect many of your clients to have different questions about how to use the portal, how it works, or any technical problems they might be experiencing.

For this reason, you need to have some help section or FAQ to serve as a great help resource. This way, your tech team won’t have to waste time re-training clients on using a few basic tools and functions.

Informational resources such as documents or instructional videos can help clients resolve issues themselves instead of waiting to get help.

The Bottom Line
Client portals are increasingly becoming a must-have for companies to interact with their clients. Client portals help provide a secure space for customers to review documents, create invoices, place orders, or arrange payments.

While the features of any client portal vary depending on the business, the features listed in this article should help you create a portal your clients will find extremely useful.