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What is Client Portal?

Set yourself apart in the marketplace by providing your clients with a highly efficient and user-friendly client portal. This Client Portal integrates smoothly with WordPress, allowing you to manage client projects without the confusion that often accompanies conventional project management systems. Projects frequently descend into disorder; if you are involved in client work, you undoubtedly understand the hurdles of keeping track of multiple tasks and deliverables. A significant portion of the documents exchanged is typically sent through email, which can easily become buried in the cluttered inboxes of both you and your clients. Whether you need to retrieve a proposal from months past to clarify project details or your client is on the hunt for a Google document containing an important draft, such scenarios can lead to unnecessary frustration. The Client Portal is an uncomplicated, lightweight WordPress plugin that can be swiftly integrated into your site, offering clients a systematic way to monitor project developments and access essential files whenever they need them. Say farewell to repetitive requests like "Could you resend our logo? I can't find it!" as this innovative solution guarantees that everything is precisely where it belongs. By elevating your clients' experience, you'll not only improve communication but also boost overall satisfaction, ultimately strengthening your professional relationships. In a competitive landscape, a well-organized portal can be the key differentiator that enhances your service offerings.

What is Bonzai Intranet?

Thanks to its user-friendly navigation and exceptional search functionalities, your intranet transforms into a vital asset for enhancing productivity. It is crucial to enable your users to easily find all essential resources. With Bonzai’s accessible intranet solution, you can turn collaboration from a theoretical idea into a practical reality. Bonzai simplifies access for your team to critical personnel, content, and file-sharing information, driving improved collaboration with its advanced search capabilities. Keep the momentum going with features designed to promote teamwork, optimize workflows, and ease document access, while also offering options for downloading and editing files. Whether your aim is to communicate your business goals to the entire organization or target a specific group, Bonzai provides the tools needed to ensure your messaging resonates. Encourage employee involvement by allowing them to comment, like, and share posts, which cultivates a vibrant internal culture. This ultimately allows you to observe a significant enhancement in the success of your internal communication approach, leading to a more engaged and connected workforce. As a result, the overall efficiency and morale within your organization can see substantial improvements.

Media

Media

Integrations Supported

Datto RMM
Google Analytics
IRSLogics
Microsoft 365
Microsoft OneDrive
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Slack
WordPress

Integrations Supported

Datto RMM
Google Analytics
IRSLogics
Microsoft 365
Microsoft OneDrive
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Slack
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Client Portal

Company Location

United Kingdom

Company Website

client-portal.io

Company Facts

Organization Name

Aurea

Date Founded

2013

Company Location

United States

Company Website

bonzai-intranet.com

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Intranet

Activity / News Feed
Blogs
Calendar Management
Content Management
Discussions / Forums
Employee Directory
Knowledge Management
Policy Management
Search
Wiki

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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