5 Reasons Why Client Portal Software Is Essential for Customer Experience

Did you know that consumers are generally willing to pay 11% more for a service that’s convenient over another that isn’t?

It surprised us too, but it’s true. This is critical to keep in mind when considering the ways that you run your business.

Client portal software allows those who hire you to view the statuses of their project at the touch of a button. They’ll never need to wonder or wait, and they won’t need to go through the hassle of reaching out every time they want a simple status update. In short, it’s incredibly convenient.

Here, we’re going to talk about the many advantages of this software so that you can begin enhancing your client’s experiences ASAP!

1. It’s Easy to Use

Before implementing a new system, it’s only natural to wonder about the nuances of using it. Fortunately, setting up Tellia’s client portal software is a breeze even for those who are not trained in technology management.

Agencies, entrepreneurs, freelancers, and essentially any kind of professional can access our product at the touch of a button. All you need to do is sign into our website (you can use your pre-existing Google profile) and create a project snapshot.

This snapshot includes a logo, project name, button to email you, short note, and project/task list for the project. You can then create client cards that include their business logo, name, email, and internal note. This lets you easily view their data at a single glance.

You can also generate unique URLs for each project and share them with the client that has bought that project. This keeps your page free of clutter and ensures that clients are able to easily access their progress reports.

2. It’s Versatile

The first reason that client portal software is a good choice for any business is its versatility. It performs a wide variety of functions including:

  • Tracking the progress and status of each client’s project easily
  • Consolidating every project your business is working on in a single location
  • Streamlining communication
  • Ensuring that you are transparent with clients
  • Inspiring brand loyalty so that you can improve customer retention

You can also easily update, alter, and build upon tasks to ensure that it is as detailed as possible. You can play with all tasks in the portal including subtasks by adding long text, short text, links, images, and more.

Ultimately, Tellia makes your job run a lot more smoothly and effectively from the business end.

3. It Makes Content More Accessible

Online client portals also make content more accessible to clients, which boosts their ability to access the information.

You can add documents and images to each page that showcase progress. This means PDF checklists that show where you are in the process, edited/updated word documents that discuss each completed aspect in detail, and photos or screenshots of what you are doing. This lets the client see how their project is coming along at all times.

This makes the portal easy and accessible to visual learners, those with little time to read over documents, and even those with learning disabilities that struggle with walls of text.

Tellia’s client portal software can also be accessed from mobile devices by clients on the go. Because over half of consumers access the web primarily from Smartphones (and that number will hit 72% by 2025), it’s important to use software that is compatible with these devices.

Mobile dashboards are uncluttered and useful in the same way that desktop ones are. They’re definitely an indispensable tool once you have tried them out!

4. It Boosts Your Client Experience

Due to this accessibility, client web portal software provides a much more positive user experience from the client’s end. They no longer need to wonder how their project is coming alone because they can view its progress 24/7. All they need to do is log into the portal.

The dashboards that clients will view are confined to a single page, which makes navigation easy and efficient. In a nutshell, the service is convenient for the client and makes them more likely to pay for your services over your competitors.

It costs five times more money to sign on new customers than it does to retain old ones. Boosting your client experience is a great way to ensure that customers leave their projects with positive feelings about your brand.

This makes them more likely to come back in the future, which saves you money. It also makes them more likely to leave positive reviews and draw new customers into your business rather than others in your industry.

5. It Saves Money in the Long-Term

We’ve talked about how Tellia creates brand loyalty that saves money, but there are other ways that this software can save your business cash and help maximize your ROI.

Because client portal software is fast-loading and easy to use, it saves you time communicating with clients about avoidable technical issues. This allows you to focus on other aspects of your business including the end product and marketing it. Since time is money, this is incredibly helpful.

Additionally, it leaves more time and energy for your team to innovate and develop existing products. You will have more advanced services and therefore be preferable to other businesses in your industry.

Get Client Portal Software Today

Now that you know why client portal software is necessary for the success of your business, it’s time to get started.



Contact us with any more questions that you may have on our solutions and how they can benefit you or check our demo project (client side). Our experts are excited to help you engage your clients and make their experience with your website easier.

We look forward to hearing from you soon!

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