How the PERFEX Client Portal works | PERFEX CRM | Save time & improve customer service with PERFEX
How the PERFEX Client Portal works | PERFEX CRM | Save time & improve customer service with PERFEX
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Thanks for watching, and if you have any questions or would like to learn more about PERFEX
Thanks for watching, and if you have any questions or would like to learn more about PERFEX
The client portal in Perfex provides a dedicated online space where your clients can interact with your business, access project updates, view invoices, communicate, and more. Here's how the client portal works in Perfex:
1. Access to the Client Portal: When you set up the client portal in Perfex, your clients will receive login credentials or a unique link to access their portal.
2. Dashboard Overview: Upon logging in, clients are greeted with a dashboard that provides an overview of their ongoing projects, tasks, recent communications, and invoices. This dashboard serves as a central hub for their interactions with your business.
3. Project Collaboration: Clients can view project details, progress, milestones, and tasks related to their projects. They can also access project files, documents, and communication history, promoting transparency and collaboration.
4. Task Tracking: For projects with task management, clients can monitor the status of tasks assigned to them or their team. They can view task descriptions, due dates, and task progress.
5. Communication Hub: The client portal allows clients to communicate directly with your team. Clients can post comments, ask questions, and receive updates on project developments. This ensures clear and efficient communication.
6. Invoices and Payments: Clients can view and download their invoices directly from the portal. They can also make payments online using integrated payment gateways, enhancing convenience and reducing administrative workload.
7. Document Sharing: The portal often provides a space for sharing and storing project-related documents. Clients can access essential files, contracts, and deliverables all in one place.
8. Client Support: Some versions of the client portal in Perfex offer a support ticketing system. Clients can submit support requests, track their progress, and receive assistance from your support team.
9. Customization: Depending on the settings and customization options available in your version of Perfex, you can often customize the look and feel of the client portal to align with your brand identity.
10. Privacy and Security: The client portal is typically secure and password-protected, ensuring that clients can access their information and collaborate with your team in a safe environment.
The client portal in Perfex enhances the client experience by providing a self-service platform where clients can manage their projects, track progress, communicate, and access key information.
It promotes transparency, reduces communication barriers, and empowers your clients to be more involved in the project lifecycle. Make sure to configure the portal's settings according to your business's needs and offer proper guidance to your clients on how to use it effectively.
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Businesses that use the RIGHT CRM, can increase Revenue by 12.6% year-on-year and at the same time it helps to keep operating costs down.
🔥We specialize in providing the PERFEX CRM to Businesses worldwide. We offer technical support, software development for PERFEX CRM ONLY and customized business training with PERFEX CRM.
Book a PERFEX demo now:
🗓️ https://calendly.com/terrill-successb...
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For more information
Visit our website: https://successbydesign.co.za/perfex-...
