A secure cloud based client portal
Give private 24/7 access to your client so they can download or review information you need to provide to them (e.g.: Invoices, Quotes and any other documents or communications etc …).
You can also work and collaborate on projects, ideas and ventures with your clients securely.
Quick, safe, secure & efficient
Stop sending documents by unsecured email – use a secure online portal instead.
Three reasons why you should use a client portal:
- Increase your productivity
Automating and streamlining business processes for your clients can increase your bottom dollar. - Improve customer loyalty
Making timely, accurate information available to your clients and being seen to be responsive makes it more likely that you will retain the client’s business. - Increase responsiveness
Granting 24/7 access to documents and information for clients improves flexibility and responsiveness for you and your customers.
Improve Customer Loyalty & Increase Responsiveness
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Client details
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Invoices
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Projects
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Messages
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Quotes & Estimates
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Documents
All information securely accessed by clients, anywhere, anytime and on any device.
Benefits
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- Secure 24/7 access
- Far better security than email
- Easy to use
- Cost effective
- Easily share & collaborate
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What People Say
We use OneNote for all our projects, this gives us a standardized portal for all our clients.
CRM’s are an overkill for me with less than 20 clients. This is the perfect solution – Thanks
Security & Data Integrity
Peace of mind!
Knowing that your data is in the the right place with the right privacy, legal protection, encryption & jurisdiction nowadays is more important than ever!
Read here about how your data is safeguarded by the Microsoft Office 365 framework.
Pricing everyone can afford
Client Portal for OneNote
Purchases are once off and include support. Yours to keep forever!
Who is it for?
Freelancers, sole-traders and small businesses …
… who want to be more efficient and have one central private place for all their business information, communication and resources.
Client Portal – Preview
Easy steps to get you started
Detailed instructions to make sure you benefit fast.
Screenshot shown in OneNote Online and OneNote 2016.
Quick & simple for your clients
Benefits and usage are well explained.
Client details always up-to-date
The client can update their own details.
Deliver quotes & get paid more quickly
No need to change how you create your invoices, quotes & estimates just drag & drop them into your client portal instead of emailing them.
Quick & safe communication
Messages in one central place. You can even store emails.
Deliver documents & files without sending them via unsecured email
Manage, share any files & documents.
More efficient collaboration on projects
Who does what, when and where. Keep everyone in the loop.
Bundle & Save
Business Suite
The Modern Workspace powered by OneNote
PRO Booster Package
KanBan PRO + Get Things Done PRO + 13 Calendars + Productivity Maximizer + Project Management
Instant delivery. Purchases are once off and include support. Yours to keep forever!
1/2 Price Special + Bonus Calendar
GTD Pro Extras
1/2 Price Special + Bonus 13 Calendars
