Phew!
Does this inspire the trust you want in your customer? Do you realize that this could lead to an endless stream of emails with people just looking for things? Wouldn’t it be great if there was just one place to manage all these tools, documents, and systems?
Afortunadamente para usted, ¡lo hay!
It's called the customer portal.
And in this article, we'll show you exactly what a client portal is, look at some real-life examples built with WordPress, and even give you a mini-project you can use to create your own.
If you're looking for a way to organize everything you use in a client relationship, such as file sharing, payment processing, and account management, this article is for you.
Vamos a sumergirnos.
wordpress membership portal
What is a customer portal?
A client portal – also known as a list of bahamas consumer email member portal – is a centralized hub where you can manage all the important systems, documents, and tasks your clients need.
Es un lugar donde puedes hacer cosas como:
Sharing public and private files
Monitoring the status of projects or services
Create a private and customizable access zone
Cobrar los pagos de proyectos puntuales or ongoing withholdings
The purpose of this type of portal is to put everything your clients need in one place. This can help you save time and energy by not having to send the same email with the Google Drive or Dropbox link to your clients every time they need it.
It's a really attractive idea. Think about it for a second...
Instead of having all the important documents, systems and processes you use with your clients spread across several different tools, such as...
