The Next Generation of Client Portal Software
- No bullshit pricing
- Free Trial
- No credit card required
Your customers get access to one place where they can communicate with you, order services, share files, pay, and much, much more. The best part is you do not have to force users to log in to Zendo. They can interact with you through email, and you still get all of the platform’s benefits.
Decrease the number of contacts needed to keep customers up to date. Use statuses to indicate the progress of each request.
Statuses may even be triggered automatically based on system events.
Your service catalog is always there when your customer needs it. Build custom order forms for each request type. Order pages come with easy checkout and automatic invoice generation.
For people not registered you can always share your order form easily with a publicly accessible URL.
Client portal software simplifies the communication process between a client and a business by keeping both sides updated at all times and giving them access to a platform with all the essential documents and information needed to solve or track any request.
No more back and forth email exchanges, no more looking through your email inbox for the file you need ASAP, and no more delays in answering your clients’ questions.
A good client portal should let you access all the must-have features, grouped in such a way to come as intuitive as possible. Zendo features include:
- Customizing your order page for every Request Type to receive the crucial information upfront (you can add a budget, urgency, or any other field you find necessary)
- Keeping your clients updated at every step of the process via in-built status updates (even some automated ones!)
- Creating your own types of requests and statuses with customizable names, descriptions, and colors
- Viewing all requests in a list or table-like format and filtering them by category
- Sending and receiving messages from clients
- Sharing multiple files with your clients
- Sharing private notes with your team
- Sending Fiverr-like estimations within the chat
- Dealing with payments an easy way with built-in-chat payments
- Using automatically generated invoices for effortless accounting
- Adding an unlimited number of watchers for free
- Accessing the most important details of any request right by the chat thread and check the priority, request type, its progress, assigned agents and watchers, and any attachments
- Viewing your customers’ profiles with registered history, maintained files, notes, and all messages for ultimate context
You won’t need a tutorial, you won’t need no expert to set up the portal for you. See for yourself exploring the demo version of Zendo!
Client portals have quite a number of benefits, especially for those of us who receive a significant number of requests, whether that’s estimate questions or support-dedicated inquiries.
The main benefits of using client portal software include:
- Having a one-stop platform for everything you need to efficiently deal with the incoming clients’ requests
- Keeping customer satisfaction at another level thanks to timely responses and frequent updates
- Effortless request organization and categorization
- Easy document management and data sharing
- Time saving and on-hand information access for both your team and your clients
- Order page customization for keeping harmony with your website
Zendo offers three plans for its users that differ mainly when it comes to the scale of your team, there’s:
Dedicated for teams of up to two agents who are just starting out with their business
Perfect for teams of up to 100 agents who work within a business that's expanding
Tailored to fit your team’s needs and allows for an unlimited number of agents!
The prices differ depending on the plan you choose and whether you decide to pay on a monthly or annual basis.
- The starter plan paid monthly costs $6 and paid annually comes up to $5 per month.
- The growth plan comes up to $23 when paid on a monthly subscription basis and costs $19 per month when paid on an annual basis.
- Lastly, the price of the enterprise plan is individually estimated after contacting our team and tailoring Zendo to fit your needs perfectly.
Zendo will help you upload files, boost the client experience, simplify workflow and team collaboration, easily access shared documents and notes, and find all your previous clients and their profiles in one place.
Client portal software is a solution implemented to help businesses manage their clients’ requests, files, payments, and invoices, some even with in-built statuses and customizable features. Client portals may also have additional features, such as document management, collaboration tools, a knowledge base, digital signatures, and more.
Client portal software works as an electronic gateway giving you and your team access to all the essential information about your clients, their inquiries, as well as the statuses and updates to any of those queries. On the other hand, your clients have the possibility to log in and access their requests with the current statuses and any files shared with them.
Some customer portal software, such as Zendo, also offer an option for your clients to choose not to use the platform while still being updated via email, which helps those who feel more comfortable not changing the communication channel.
Many businesses are now switching to using client portal software to simply reduce the time needed to provide the service while enhancing the efficiency, instead of managing the clients’ requests, estimates, status updates, and payments individually via email.
Once the requests incoming from our clients become a little too much, choosing to use a client portal is the way to save the day and most importantly – a lot of time.
A client portal should include all the essential features that help businesses manage the incoming requests and deal with them in the most professional and timely manner possible; these features may include file storage, message and note keeping, manual and automatic status update changes, customer profiles with registered history, different request types and sorting options, customizable order pages, as well as payments and invoicing option.
Some client portals come with eSignatures, others have video meetings, surveys and polls, document collaboration tools, a knowledge base, or a community forum. But the thing is – you may not need all of those options in place, so really think of your needs first.
No matter if you manage a small business or lead a whole enterprise, having an organized space to take care of any requests or queries your clients may have is the way to go.
So the answer is not really do you need a client portal, but rather which client portal should you choose since they vary with the features offered.
Of course, some businesses can function without a client portal, but that doesn’t mean that implementing one wouldn’t make things easier.
With a tailored client portal, you can forget about sending individual emails to your clients, hours spent looking for shared files and documents, and going through the previous emails for context each time an old customer decides to reach out again.
Instead, you’ll have an organized space with all the essentials to enhance customer experience at the tip of your fingers.
It may seem difficult to choose the best client portal software since each and every one offers a different set of features and options.
So our tips for choosing the best customer portal software is to:
- Research the options available
- Think of what YOU need
- Choose a client portal that meets those specific needs
Client portals have a varied way of integrating and customizing them, with some being a WordPress plugin and others offering a ready-made solution that doesn’t require any installation.
With Zendo, the implementation is beyond simple. All you need to do is create an account, log in to the portal online, and access a customizable order page that will enable your clients to get in touch with you and your team. All the requests sent via the shared order page will then be forwarded to your Zendo dashboard.
To access the customizable order page, log in to your Zendo account, find the left-hand panel, and head to Settings, then click on ‘Order Page‘ listed in the Requests section.
The order page will be available in the form of an easily implementable link. Simply customize the form to your liking, add any fields you find necessary, adjust the colors and images, add your logo, and preview your order page.
Once you find it perfect, implement it on your own website or share the link directly with your clients!
