{"id":14689,"date":"2023-11-16T08:29:52","date_gmt":"2023-11-16T08:29:52","guid":{"rendered":"https:\/\/getzendo.io\/?p=14689"},"modified":"2023-12-21T10:53:25","modified_gmt":"2023-12-21T10:53:25","slug":"white-label-client-portal-software","status":"publish","type":"post","link":"https:\/\/getzendo.io\/blog\/white-label-client-portal-software\/","title":{"rendered":"White Label Client Portal Software: Unlocking The Professional Side"},"content":{"rendered":"\n

The competition is fiercer than ever.  <\/p>\n\n\n\n

Nowadays, good quality of your product or service isn\u2019t enough<\/strong>. You need impactful marketing strategies, enough budget to make yourself heard and seen, as well as a memorable concept that would make your brand stand out from the crowd.<\/p>\n\n\n\n

Moreover, you need to do everything in your power to make yourself seem reliable, trustworthy, and professional<\/strong> \u2014 especially if your rates are high enough to warrant it.<\/p>\n\n\n\n

And you can\u2019t create such a front if your main hub of operations is your humble email inbox or you\u2019re using third-party providers to deliver your services. It\u2019s understandable if you do \u2014 we all want to minimize expenses and maximize profits \u2014 but your clients might not feel the same. <\/p>\n\n\n\n

The importance of client experience<\/a> can\u2019t be overstated enough. Good client experience can save an average product or service, while a bad client experience can doom a good product or service. Clients can be much more forgiving towards the brands they already like and trust, too, while negative feelings can result in not-so-great reviews that make it harder to attract new clients<\/a> in the long run. <\/p>\n\n\n\n

That\u2019s why it\u2019s extremely important to ensure our clients are well-treated throughout the whole sales process; from the first inquiry to saying tearful goodbye. And if everything happens on a white label Client Portal software\u2026 <\/strong>even better!<\/p>\n\n\n\n

White Label Portal<\/strong>: What Is That?<\/strong><\/h2>\n\n\n\n

But first, what are white label portals? <\/p>\n\n\n\n

A Client Portal is a dedicated and password-protected space for clients<\/strong> to look up their requests and projects, assign new tasks, view and download all the documents, including invoices and quotes, as well as upload any files and talk to the team. <\/p>\n\n\n\n

Currently on the market, there are standalone Client Portals \u2014 like Ahsuite, Copilot, or Clinked<\/a> \u2014 and those that are part of another software, usually for selling services online \u2014 like Zendo<\/a>, HoneyBook<\/a>, or Dubsado<\/a>. <\/p>\n\n\n\n

The specific features of a Client Portal<\/a> differ from software to software. Some offer a cursory glance into the project\u2019s process and documents, while others offer clients a much more active role, where they can make decisions and finalize payments. This way, the collaboration proceeds much faster and eliminates the dreaded back-and-forth email exchanges<\/a>.<\/p>\n\n\n\n

Meanwhile, the white label aspect of Client Portals refers to branding. <\/p>\n\n\n\n

All the software has its own branding shown off in every possible place \u2014 email, domain, documents, and pages. For clients, that can be confusing, if not suspicious \u2014 why is there another company involved between me and the vendor? <\/p>\n\n\n\n

To mitigate that, you can choose software that offers white label functionality to replace the brand identity with your own. <\/strong>This way, all your communication will stay cohesive, proudly exhibiting your logos, colors, custom domain name, among others.<\/p>\n\n\n

\n
\"Screenshot
Example of a white label Customer Portal, Zendo<\/em><\/figcaption><\/figure><\/div>\n\n\n

How Much Does White Label <\/strong>Customer Portal<\/strong> Cost? <\/strong><\/h2>\n\n\n\n

Now, how pricey such software can be, you may ask? Or should you rather invest
in a custom-made solution developed just for you? Let\u2019s compare all the tools that we have already covered on our blog and how much they actually cost with the white label Client Portal feature included. <\/p>\n\n\n\n

Tool<\/strong><\/td>Type<\/strong><\/td>Does it have a Client Portal?<\/strong><\/td>Is it White Label?<\/strong><\/td>Client Portal + White Label cost<\/strong><\/td><\/tr>
17hats<\/td>Business Management Software <\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$600<\/strong> per year
(Premier Plan)<\/td><\/tr>
Agiled<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$143.88<\/strong> per year, per user
(Premium Plan)<\/td><\/tr>
Asana<\/td>Project Management Software<\/td>\u274c<\/td>\u274c<\/td>\u2014<\/td><\/tr>
Bloom<\/td>Client Relationship Management Platform<\/td>\u2714\ufe0f<\/td>\u274c<\/td>$156<\/strong> per year
(Starter plan)<\/td><\/tr>
Bonsai<\/td>Client Relationship Management Platform<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$384<\/strong> per year
(Professional plan)<\/td><\/tr>
ClientVenue<\/td>Project Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$470 <\/strong>per year (Starter plan)<\/td><\/tr>
Dubsado<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$200 <\/strong>per year (Starter plan)<\/td><\/tr>
Flowlu<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$199<\/strong> per year
(Enterprise plan)<\/td><\/tr>
HappyFox<\/td>Ticket Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$588 <\/strong>per year, per agent
(Fantastic plan)<\/td><\/tr>
HoneyBook<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$192 <\/strong>per year
(Essentials plan)<\/td><\/tr>
Iris Works<\/td>Photography
Business Management Software<\/td>		\u274c<\/td>\u274c*
*has some custom branding options<\/td>		\u2014<\/td><\/tr>
ManyRequests<\/td>Client Portal Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$3,828 <\/strong>per year
(Pro plan)<\/td><\/tr>
Paperbell<\/td>Coaching
Business Management Software<\/td>		\u2714\ufe0f<\/td>\u274c<\/td>$570 <\/strong>per year <\/td><\/tr>
Plutio<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$1,188 <\/strong>per year
(Agency plan)<\/td><\/tr>
Proposify<\/td>Proposal Software<\/td>\u274c<\/td>\u274c<\/td>\u2014<\/td><\/tr>
Scoro<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u274c<\/td>custom<\/strong>
(Ultimate plan)<\/td><\/tr>
Service Provider Pro<\/td>Client Portal Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$1,188<\/strong> per year
(Basic plan)<\/td><\/tr>
Sprout Studio<\/td>Photography
Business Management Software<\/td>		\u2714\ufe0f<\/td>\u274c*
*has some custom branding options<\/td>		$209.04<\/strong> per year(Lite plan)<\/td><\/tr>
SuiteDash<\/td>Business Management Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$180<\/strong> per year
(Start plan)<\/td><\/tr>
Studio Ninja<\/td>Photography
Business Management Software<\/td>		\u2714\ufe0f<\/td>\u274c<\/td>$249 <\/strong>per year
(Pro plan)<\/td><\/tr>
Tave<\/td>Photography Business Management Software<\/td>\u2714\ufe0f<\/td>\u274c<\/td>$269.88 <\/strong>per year
(Solo plan)<\/td><\/tr>
Wix Ascend<\/td>Website Builder<\/td>\u274c<\/td>\u274c<\/td>\u2014<\/td><\/tr>
Zendo<\/td>Client Portal Software<\/td>\u2714\ufe0f<\/td>\u2714\ufe0f<\/td>$228<\/strong> per year, per agent
(Growth plan)<\/td><\/tr>
Zendesk<\/td>Client Relationship Management Software<\/td>\u2714\ufe0f<\/td>\u274c*
*has some custom branding options<\/td>		$1,068<\/strong> per year
(Suite Growth plan)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

As we can see, for a white label customer portal we can pay anywhere from $143,88 <\/strong>(Agiled) to $3,828 <\/strong>(ManyRequests). The huge discrepancy stems from different features offered and the number of users allowed.<\/p>\n\n\n\n

Which <\/strong>Client Portal <\/strong>Should You Choose? <\/strong><\/h2>\n\n\n\n

It also makes it difficult to choose the best customer portal; each software is tailored to not only different needs, but also industries; some are geared towards freelancers, while others towards huge teams. That\u2019s why, before jumping into investing in software that looks best or costs the least, you should consider other factors first.<\/p>\n\n\n\n

Future-Proof<\/strong><\/h3>\n\n\n\n

The aim of any business is growth. <\/p>\n\n\n\n

While that translates into higher ROI, it also means expanding the team, introducing new workflows and tools, as well as other changes that can shake things up.<\/p>\n\n\n\n

But as it often happens, things like outdated software or too complex processes can hold us back, forcing us to find compromises in the form of workarounds. That can lead to ineffective strategies and bothersome, yet necessary tasks.

That\u2019s why, while choosing your software, you should think far into the future. If my business grows, will I have to switch to another tool, losing time and money, or can it hold up against new requirements? Does it have features that will support the expanding team? Can it handle more and more complex workflows?<\/p>\n\n\n\n

Internal Processes<\/strong><\/h3>\n\n\n\n

Each software has its own approach to internal processes. Some offer full freedom and creativity, allowing its users to do as they please; others dictate the rules and expect you to fit into their rigid workflows. There are also those that try to strike the right balance between flexibility and restraint. <\/p>\n\n\n\n

Which one is right? Again, it depends entirely on your business. If each and every project of yours is completely different, making it impossible to notice a pattern that\u2019s true for all of them, you could use lots and lots of flexibility. But if your projects are similar enough, you can settle for more ground rules that create a nice workflow for you to follow. <\/p>\n\n\n\n

Learning Curve & Setup<\/strong><\/h3>\n\n\n\n

Some tools are notoriously difficult to set up (hello, SuiteDash<\/a>). First, you need to get the hang of all the features, which can also be time-consuming and require watching many videos, and then you need to migrate all your data and set everything up. <\/p>\n\n\n\n

For example, in the case of Dubsado<\/a>, it might take a while to create workflows properly. Because it allows you to create complex and automated chain reactions, it also requires proper testing to ensure just the right client experience and no issues.<\/p>\n\n\n\n

Maintenance<\/strong><\/h3>\n\n\n\n

Then, you should consider how much maintenance your tool would require. This can include project and task management, uploading new data and archiving the old, in short \u2014 making sure everything\u2019s up to date.<\/p>\n\n\n\n

A tool that\u2019s worthy of our investment will help us automate all these actions. For example, in Zendo \u2014 an all-in-one tool for selling productized<\/a>, custom, and subscription-based services \u2014 each document sent between client and the team is automatically saved, so it\u2019s always at hand and accessible in many places. This way, nobody has to lose time searching for it or downloading and manually updating them in storage.<\/p>\n\n\n\n

The less you have to do on a daily basis, the better. In reverse, if a tool requires you to do repetitive tasks over and over again, then it\u2019s more trouble than it’s worth \u2014 it\u2019ll only keep adding to your workload. <\/p>\n\n\n\n

Onboarding Process<\/strong><\/h3>\n\n\n\n

It\u2019s also important to consider the difficulty of teaching others how to use the tool, including both your internal team and clients. The tool should be intuitive enough to require little learning on the team\u2019s part, and be absolutely easy to understand for the clients \u2014 otherwise, they\u2019ll stick to email. <\/p>\n\n\n\n

The easier the tool, the less likely are any mistakes that stem from not understanding and simple forgetfulness. Again, the more your tool does for you, the better. You don\u2019t want to have a whole checklist of things to do in order to complete a task, after all.<\/p>\n\n\n\n

Client Perspective<\/strong><\/h3>\n\n\n\n

To make use of everything a Client Portal has to offer, you need to get your clients onboard. In contrast to your teammates, your clients can be forced to use it \u2014 they need to be gently convinced that it\u2019s for their own benefit and convenience (and it is).<\/p>\n\n\n\n

That\u2019s why the perfect Client Portal should have a clean and modern look<\/strong> to it that makes using it a pleasure. An intuitive interface<\/strong> should make the platform easy-to-use, and in case of more complicated features, a regularly updated knowledge base is a must. And of course, it should give clients a much more active role in the process<\/strong>, from uploading files to assigning tasks and finalizing payments. <\/p>\n\n\n

\n
\"Screenshot<\/figure><\/div>\n\n\n

White Label Client Portal: Conclusions<\/strong><\/h2>\n\n\n\n

Investing in a white label portal isn\u2019t only a sure way of increasing customer satisfaction by leaps and bounds, but also can substitute all the tools you\u2019re using currently. Having one platform only, that at the same time serves as a single source of truth, can save you time and money while raising the efficiency of you and your team. <\/p>\n\n\n\n

If you\u2019d love to try out such a tool to experience its benefits for yourself, we\u2019d like to recommend Zendo. Contrary to many other tools, it offers a free forever plan<\/a> instead of a limited trial. Thanks to it, you can test out all the essential features in your own time and on your own terms.<\/p>\n\n\n\t\t

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