![]() ![]() ![]() Security - Can you remotely and securely store data so it can be accessed by clients anywhere? Do tools like encryption secure client files?.Productivity - Does it allow you to build workflows around content-related procedures?.Branding- Does it have white-labeling, so you add custom branding and/or watermarking features?.Collaboration - Can you share files and documents with clients inside the portal?.Here are some of the key features you should be looking for when selecting a tool for client portal project managent. Value for $: Is it affordable? Does the price tag match the features, capabilities, and use case? Is pricing clear and upfront? Are the plans flexible if your needs change?Ĭlient Portal Project Management Key Features.Integrations: Does it play well with other tools? Does it have any pre-built integrations?.Usability: Is the tool easy to learn and master? Does it come with adequate training resources and learning materials?.User Interface (UI): Is it clean and attractive? Does it provide a client-facing dashboard?.What do I look for when I select the best project management software with client portals? Here’s a summary of my evaluation criteria: Client Portal Project Management Software Comparison Criteria I’ve already covered the best project management software, but in this article I’m looking specifically at the best project management software with client portals and how each tool stacks up. Adding a client portal to your tech stack shows clients that you are serious about collaborating with them, listening to their advice, and having a space to share information securely. How well you communicate with clients and manage their expectations can have a massive effect on whether they remain loyal customers or look to a competitor for future projects. Instead of holding project update meetings or having back-and-forth email chains, portals give agencies a direct line to share and request files with clients, send invoices, and for feedback. Enter: Project management software with a client portal.Ĭlient portal software allows agencies to close the communication gap with clients. Where does all this happen? From your email inbox? Inside a Google Folder? A physical meeting? Picture this: you are working on a project, and you need to ask the client for feedback. Below you’ll find an overview of these tools with screenshots, feature overviews, and pricing. ![]()
0 Comments
Leave a Reply. |