How To Create Your Own Client Portal (The Easy Way)

You can download your copy of How To Create Your Own Client Portal (The Easy Way) to read it later.

In short, any organization can benefit from a client portal. Whether you’re an accountant, lawyer or management consultant, client portals are flexible enough to adapt to any business and its clients – regardless of size or industry.

Client (or customer) portals boost client satisfaction, loyalty and productivity, and can save your business valuable time and money. They also allow for more flexibility in the workplace. Team members can collaborate with clients whilst telecommuting or working remotely, which can greatly improve employee happiness and retention.

What is a client portal?

A client portal is an extension of your business. Typically offered as SaaS (software-as-a-service – more on that later), client portals allow you to communicate and share information with your clients; from within a highly secure, controlled and customized environment.

From file sharing to discussions forums, to task and event management – a client portal keeps everything in one place, making collaboration easy and efficient.

NEW! To find out more, download our free e-book The Ultimate Guide To Client Portals

When it comes to implementing a client portal…

You can either build one yourself or choose to purchase client portal software (SaaS) from a third-party vendor. However, choosing to build your own solution could prove costly and time-consuming. And so, for a business looking for a fuss-free solution; paying out a subscription fee for client portal software is likely to be the fastest, most efficient and scalable option.

Aside from saving your organization time and money, when compared to building your own – purchasing client portal software like Clinked can provide your business with a number of other benefits, including:

  • Efficient implementation and maintenance
  • Access to support from the vendor
  • Maximum security options
  • Strengthened business relationships
  • Easier scalability
  • Increased brand awareness

Read: Client Portals – Why Might My Business Need One?

Setting up and collaborating with clients has never been easier. You can get started within minutes, white labelling your portal and inviting members to start working on projects right away.

Let’s take a look at how you can create your own client portal.

Step 1: Setting up

Getting set up doesn’t need to be complicated. The easiest way to get started is to create an account. Then, you can simply get on to creating your dream client portal right away. And if you need any help will the process, one of the benefits of purchasing client portal software is that you get access to support in multiple forms, courtesy of the vendor – for instance online support, e-mail, phone calls, videos and demos.

Initially, you’re going to need to create groups. Your groups could be for individual clients, departments or projects – you can choose however you’d like to organize them.

Before you start to add members to your groups, and begin to share ideas and collaborate; you should get on with branding your client portal. You can set up your mobile app too (with white label branding available), as well as Google Apps integration to sync your calendar and contacts.

Step 2: Branding your portal

A white label client portal creates a more personable environment for your clients and team members to collaborate within. Clinked gives you the option to customize your URL, login screen, logo, colour scheme, terminology and even a mobile application (native apps are available for iOS and Android users).

Within your account settings, you’ll be able to change your main login screen, logo, colour scheme and portal terminology. And if you go into your group settings, you’ll be able to choose individual logos and colour schemes for each group.

Branded mobile apps are available as add-ons for Starter and Collaboration customers, whilst completely re-skinning your client portal is available for Enterprise customers.

Step 3: Collaborating with clients & team members

When your client portal has been set up and branded, your team members can start collaborating with your clients. Finalize and approve documents, discuss new ideas within groups, plan events with clients, set tasks and deadlines and more.

There’s also the ability to collaborate with clients that don’t have ‘user’ status within your client portal. It’s quick and easy to share documents and folders externally, with the option of adding password protection and an expiry date and time for additional security purposes.

Clinked group chat featureAnd thanks to the mobile apps, your business and its clients can collaborate easily when on the go. You can upload, view and download files, add feedback and comments, join in the group chat conversations, update task progress and more. All you’re going to need is an Internet connection!

You can download your copy of How To Create Your Own Client Portal (The Easy Way) to read it later.

Maia Creed

Marketing executive at Clinked