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Customer portal

Client Portal

A private, branded space for the people you serve.

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Overview

Client Portal gives each customer one place to see their work with you. Fewer emails, clearer status, and a more professional face to your organisation.

What it does.

  • Secure accounts

    Each customer signs in to see only their own information.

  • Requests and tickets

    Raise, track and resolve requests with a clear history.

  • Document sharing

    Share files, reports and records in a controlled way.

  • Status updates

    Show progress at a glance, without a phone call.

Made to fit.

Included modules

  • Customer accounts
  • Request tracking
  • Document library
  • Messaging
  • Notifications
  • Admin console

Ideal for

  • Professional and advisory services
  • Finance and membership organisations
  • Public sector and community bodies

What we change for you

  • Your branding and domain
  • Request types and workflows
  • User roles and access levels
  • Integration with your back-office systems

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