customer portal with tellia

How to Make the Perfect Customer Portal with Tellia

90% of consumers expect businesses to provide them with online portals for self-service. If you don’t already have one for your company, then you might be missing out on not just gaining new customers, but also retaining existing ones.

The good news is, customer portal solutions exist, such as Tellia. We’re here to help you connect with your customers so you can facilitate meaningful and lasting relationships.

Want to know how Tellia can help you make the perfect customer portal? Then keep reading. We’ll tell you!

Project Management

Did you know that only 2.5% of companies successfully complete 100% of their projects? With such a high failure rate, this leaves a lot of frustrated and unhappy consumers.

Tellia aims to turn numbers around in your favor by providing you with a fantastic tool for project management. In our customer web portal, you’ll be able to manage tasks on a granular level.

Not only can you create simple task lists, but also subtask lists too. You can be as detailed as you want, as the fields you can fill out include:

  • Client name
  • Project name
  • Task
  • Estimated hours
  • Actual hours
  • Progress and/or status

If you don’t need to use every single field, then you can simply just hide them so the portal doesn’t get all cluttered.

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Within this interface, you can also share documents and other deliverables with your clients, and vice versa. This gives you one central hub where you can find everything related to 1 project so important files aren’t scattered.

Another feature of this customer portal is the ability to get milestone approvals and request payments, so it functions as a customer payment portal too. This eliminates the extra step of long and confusing email chains where these important things can get lost in.

Because you can update your project progress in real-time, you’ll no longer have to worry about being slowed down by customer calls or emails. All they’ll have to do is log in and they’ll be able to see how far along you are. Not only does this improve efficiency, but it also helps with project transparency.

Project Monitoring

As we’ve mentioned above, Tellia’s customer portal allows you to share project statuses in real-time. This means they can log on 24/7 to see how things are moving along. They can also approve milestones at their convenience, which means you won’t have to “chase” clients through emails and phone calls to try and get things going.

Our customer portal software lets you generate a client dashboard on a single page, which is shareable as well. When they access it, they’ll immediately see what actions you need from them. Responding is made easy through our portal.

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Our client portal also allows you to get key metrics for individual clients, without the need for generating reports. Through Tellia, you’ll be able to see not only the total projects for each client, but also completed projects.

In addition, you can easily compare estimated and actual hours, as well as remaining tasks and completed milestones. Having an overall view of your projects means you won’t get lost and too focused on the small details.

By having everything in 1 place, and having it in an uncluttered business customer portal, you’ll be able to cut down on wasted time. As a result, you’ll have more streamlined projects that are not only 100% finished, but done on time as well.

Customer Service*

Last, but certainly not least, you can provide excellent customer service with our customer support portal.

Regarding phone calls, you probably know the pain of the inevitable “phone tag.” You try to call clients during business hours, but they’re unreachable. They try to return your call the next day, but you’re in meetings and training all day, so you miss their calls as well.

And with emails, it’s very easy for important messages to get buried within email chains. Either those get missed and/or they’re difficult to find at a later date.

Eliminate project delays from these methods of communication by using our customer web portal. All communications are sorted by project, so even if you’re working on multiple ones with a client, all parties involved can easily find the relevant information and messages for each project.

Because you have a dedicated portal that’s available 24/7, everyone can leave messages whenever they wish, even if they’re in different time zones. Forget about playing phone tag; unify client communications under Tellia so you not only put things in their control, but you also have better transparency regarding their projects.

When you can respond promptly to customers, this builds trust. As a result, not only will they remain loyal customers, but they’ll also recommend you to other consumers. This can boost your business significantly.

*This feature is currently on development.

How to Get Started

Signing up for Tellia is very simple and quick. All you need is a Google account to register. In the future, we’ll have the option of using either Google authentication or the email of your choice.

Once you’ve linked your Google account with Tellia, you’ll be able to use the customer portal right away!

 

 

Create the Perfect Customer Portal With Tellia

Now you know all the amazing features the Tellia customer portal comes with.

So long as you’re working on a project, Tellia can be ideal for you to use. Whether you’re a freelancer, entrepreneur, or business owner/agency, our customer success portal can make it easier to both manage your projects and communicate with your customers. As a result, you’ll see business boom and your workload diminish!

Are you ready to get the best customer portal software around? Then sign up for Tellia now. Our software is completely free during the beta phase!

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