Client Portal For WordPress v4.12
Client Portal For WordPress
Tasks can get messy. It doesn’t matter what sorts of tasks you’re employed on, when you work with purchasers you
already know the headache of maintaining monitor of tasks and deliverables.
Most recordsdata you ship will possible be emailed throughout. These can rapidly turn out to be buried in each yours’ and your purchasers’ inbox. Possibly you’ll want to dig out the proposal you despatched 6 months in the past to examine the scope, or maybe your shopper wants that Google doc with the draft copy that was accomplished weeks in the past.
Consumer Portal is an excellent easy, light-weight WordPress plugin that you need to use in your web site right now to permit your purchasers to maintain monitor of the mission and provides them entry to all recordsdata at any time. No extra “Are you able to ship me our brand? I’ve misplaced it once more!” requests.
Okay, however how is Consumer Portal totally different from different mission administration software program?
Nice query! For a begin, Consumer Portal is not actually mission administration software program in any respect. Let me clarify…
A typical workflow appears one thing like this:
GoogleDocs for engaged on content material or collaborative paperwork
Dropbox for maintaining recordsdata in sync
HelloSign for signing and storing contracts
Nusii for proposals
Invision for web site prototypes
BitBucket for submitting bugs
Trello for characteristic requests
Slack for communication
…and so forth.
best client portal plugin for wordpress
Discovering mission administration software program that does all this stuff properly (and the important thing phrase right here is properly) is nearly unattainable. Trello is one of the best for lists, GoogleDocs wins on the subject of collaborating on paperwork. Prefer it or not, Slack is the place everyone seems to be at on the subject of workforce chatter.
Why would you desire a complicated mission administration device that tries to do all this stuff, however simply doesn’t do them as properly? Not solely that, purchasers resent having to make use of it because of the steep studying curve, and find yourself resorting again to good quaint e-mail.
Then, you’re caught paying $99/month for one thing that solely you’re utilizing. And you find yourself spending a lot wasted time syphoning each doc again into your mission administration software program.
What a ache.
That, in a nutshell, is why I made Consumer Portal. Consumer Portal is an attractive dashboard (that lives in your web site) to maintain all of your mission’s belongings in a single place. You’ll be able to work the way you select, with the instruments that you simply already love and provides your purchasers an incredible expertise alongside the best way.
Consumer Portal bridges the hole between the skilled “Hey, this particular person has accomplished this earlier than” really feel in your purchasers, and never being restricted by all-in-one (and infrequently subpar) instruments.