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
Client Portal for OneNote
Business Basic
Solution which consists of 3 Notebooks
All Access Pass
Lifetime Access 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:
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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
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
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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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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
Intranet + Marketing + Partner Portal + Client Portal + KanBan PRO + GTD PRO + Productivity Maximizer + Projects + Company Wiki + Professional Development + Staff Roster + ChatGPT + ImageAI
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:
- 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.
Related Templates
Need more users? Volume licensing for non-profit, education, government and for enterprise