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
Client Portal powered by OneNote is easy to install and includes the following:
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Get Started
Step by step guide to get you started
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Client details
Client can update their own details
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Invoices
Drag & drop invoices into your client portal
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Projects
More efficient collaboration on projects
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Client Welcome Page
Welcome page for your clients with benefits and usage explanation
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Messages
Quick and safe communication – no more unsafe emails
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Quotes & Estimates
Deliver quotes and get paid more quickly
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Documents
Deliver documents without sending them via unsecured email
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.
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 Pack
3 Notebooks
Business Suite
11 Notebooks with 100+ Templates
Business Bundle
6 Notebooks
Related Templates
Need more users? Volume licensing for non-profit, education, government and for enterprise