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Client portal

Secure client portal software for enhancing relationships

A client portal is the central hub of communication between a company and their clients. It is a secure digital gateway in the form of a website or app that clients and your team members can go to and access shared data. Some portals have secure customer’s area in which they can upload multiple files like presentations, reports, spreadsheets, or other documents, as well as share calendars for all the people involved in a project, but most of all, it maintains a high level of security.

These portals have been around for decades and are now seen as a necessity in business today. Client portals are a win-win for both companies and their customers. Clients can have more transparency into what is happening with their content, while companies can keep control over sensitive data that is uploaded to these spaces.

Kahootz’s secure client portal software can help you work closer with your key client accounts through online communities of interest and secure project workspaces.

Learn how to create your own client portal in minutes with Kahootz.

Improve client retention and build brand loyalty with secure client portals

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A client portal offers a great way to involve your clients and customers. However, if yours looks unprofessional, they’re unlikely to use it.

Branded with your corporate identity, a Kahootz collaboration site / customer portal provides a professional and effective way for you to safely manage customer communications and client engagements.

Use a client portal to provide access to company expertise and knowledge

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When your clients or customers can’t access your experts and support resources, they feel frustrated, which can have a negative impact on your brand.

Kahootz’ client portals bridge this gap by allowing you to host blogs, stream videos, and create discussion forums. This makes it easy for your staff to connect with customers, and share your key ideas, insights, and resources.

Seek feedback on product and service development using a client portal software

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The best way to improve your service or product is to get feedback from your clients. However, it’s difficult to know what improvements to prioritise.

Kahootz’s client portal for communication takes the guesswork out of service transformation and product development priorities.

Our surveys, discussion forums and document consultations allow you to collect instant feedback from clients, giving you clear guidance on what should be included in your product roadmap as part of your project management.

Client portal software: work safely and securely share files with your clients

tender management software

Keeping yours and your client’s data safe is critical for a productive working relationship.

Trusted by security-conscious government and enterprise users, Kahootz’s collaboration software supports its users to build a client portal that stops your staff from uploading sensitive information onto uncontrolled file sharing services. 

The exchange of information and important documents becomes a seamless experience with collaboration features and security features that one may need, all in one.

Additionally, full audit trails and granular access controls ensure your documents are safe and enable you to keep track of document views, revisions, downloads, and sharing files securely.

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