A secure cloud based client portal
Give secure 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 …).
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.
Client Portal Templates
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Client details
The client can update their own details
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Invoices
Get paid quicker
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Projects
More efficient collaboration on projects
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Messages
Quick, safe communication
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Quotes & Estimates
Standardized quotes & estimates securely delivered
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Documents
Manage, share any files & documents
Pricing everyone can afford
Select your version
Purchase is once off … yours to keep forever! World-class support included.
If you use OneNote 2010, 2013 or 2016 for Windows you are good to go! Otherwise it’s easy just use the Online Importer. – Click here for installation instruction.
It’s easy to setup & deploy.
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
Client Portal – Highlights
Easy steps to get you started
Detailed instructions to make sure you benefit fast.
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
Everything you need for your business.
Currently on 1/2 price sale – Instant Delivery! Purchases are once off & Includes Support – Yours to keep forever!
Mega Bundle
19 Templates with a value of $250+ Save weeks of work & get the whole hog for a bargain!
Currently on 1/2 price sale! Purchases are once off. Yours to keep forever!
Group by Categories or Projects (Eg: Swimlanes)
