Client Portal powered by OneNote

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.

Client Portal Solution – Screenshots

Get Started - Setup & How To
Client Welcome Page
Secure Message & Document Delivery
Client Can Update Their Own Information
Client Projects
Securely Deliver Invoices, Estimates & Quotes
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Get Started - Setup & How To
Client Welcome Page
Secure Message & Document Delivery
Client Can Update Their Own Information
Client Projects
Securely Deliver Invoices, Estimates & Quotes
previous arrow
next arrow

Client Portal for OneNote


Business Basic

Solution which consists of 3 Notebooks


Download Every Template & Cheat Sheet

Download All 31 Notebooks with 100’s of Templates plus All Cheat Sheets whenever you want!

Plus All Cheat Sheets

1 Year All Access to download everything for:


Improve Customer Loyalty & Increase Responsiveness

  • All prices are in USD.
  • Purchases are once off and include support – Yours to keep forever!
  • Templates are distributed in OneNote notebooks and instant delivered via email.
  • Licenses are for the specified amount of users across all devices supported by OneNote. 

Client Portal powered by OneNote is easy to install and includes the following:

  • Get Started

    Step by step guide to get you started

  • Client details

    Client can update their own details

  • Invoices

    Drag & drop invoices into your client portal

  • Projects

    More efficient collaboration on projects

  • Client Welcome Page

    Welcome page for your clients with benefits and usage explanation

  • Messages

    Quick and safe communication – no more unsafe emails

  • Quotes & Estimates

    Deliver quotes and get paid more quickly

  • Documents

    Deliver documents without sending them via unsecured email

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

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.

All company information securely accessed anywhere, anytime and from any device

Benefits

      • Secure 24/7 access
      • Far better security than email
      • Easy to use
      • Cost effective
      • Easily share & collaborate

Security & Data Integrity

Knowing that your data is in the right place with the right privacy, legal protection, encryption and jurisdiction nowadays is more important than ever!

Read here about how your data is safeguarded by the Microsoft Office 365 framework.

Business Basic

3 Notebooks


Business Suite

11 Notebooks with 100+ Templates


Business Growth

6 Notebooks


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:

  1. Increase your productivity
    Automating and streamlining business processes for your clients can increase your bottom dollar.
  2. 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.
  3. 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

from only $29.95

Related Templates

Welcome to Templates for OneNote

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