The top 3 features every reputable client portal should have!

If you are offering your customers a foolproof way to connect with customer service representatives to answer questions, address concerns, or fix complaints, then you need to make sure this platform has a few specific features for optimum performance. Instead of solely giving your customers a place to ask questions, you need to make sure this customer-focused approach has specific features to allow for the best efficiency and accessibility.

The top 3 features that make a customer-oriented communication method the perfect solution for unhappy customers!

First, what is a client portal? A client portal is an easy and effective method to help customers securely communicate with your customer service representative online. By using a chat box and other communication methods, you can easily share documents, past conversations, emails, and information without a care in the world about security breaches.

 

Employees can also share documents and past records with the customer to clear up any confusion along the way. Furthermore, a properly managed client portal will make it easy for both the customer service representative and the customer to convey their concerns or message, while securely sharing information.

 

A client portal is one of the best methods a business can use for communication in today’s society due to the ability to speak to individual customers in a secure and controlled manner. You can confidently share any proof needed to your customer as needed to help address any problems or concerns.

 

Let’s see the top three features every client portal should have for maximum effectiveness!

White-label branding

One of the most important features that a client portal should have to show reputable and trustworthiness in the clients is white-label branding. White-label branding is a client portal that shows a professional environment, indicating to the customers your professional nature and prowess in the industry. Consider including your logo, business name, terminology, catchphrase, domain URL, and other characteristics that directly relate to your specific business. When it comes to customizing your client portal, you need to make sure your client feels like they are choosing a high-end and professional company.

Client and project groups

The second feature that indicates a high-level and effective client portal for your business is the offering of both client and project groups. You need to be able to create individual and project groups to personalize under your business name, so your customers will feel like they are being treated as individuals instead of like millions of other customers. By treating each case on a user-by-user basis, your security will be paramount and your consumers will feel like you’re spending the time and resources to address their unique case.

Activity dashboard

The final feature that every client portal should have for maximum efficiency is an activity dashboard. This dashboard helps you stay organized, share information, update your group activity, and receive important notifications regarding past or current cases.

Conclusion

Using a client portal as a business helps you stay effective and efficient with your communication and client interactions. By providing white-label branding, client and project groups, and an activity dashboard, you can utilize the best features of a client portal to help reduce any customer complaints and immediately address concerns!