Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Axero Reviews & Ratings
    159 Ratings
    Company Website
  • MyHub Intranet Software Reviews & Ratings
    67 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    238 Ratings
    Company Website
  • Claromentis Reviews & Ratings
    87 Ratings
    Company Website
  • Moxo Reviews & Ratings
    210 Ratings
    Company Website
  • My Member Software Reviews & Ratings
    25 Ratings
    Company Website
  • wp2print Reviews & Ratings
    23 Ratings
    Company Website
  • iPlum Reviews & Ratings
    9,049 Ratings
    Company Website
  • Time Tracker by eBillity Reviews & Ratings
    3,441 Ratings
    Company Website
  • Tattoogenda Reviews & Ratings
    8 Ratings
    Company Website

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 CASH for Sugar?

CASH for Sugar provides the capability to share crucial data within Sugar with a wide range of external users, potentially reaching from a few dozen to thousands. This innovative system grants limited data access to those who previously could not obtain information without logging into Sugar. For example, if you work with multi-line sales representatives, you can give them access to their accounts specifically to review detailed account data. Customers and vendors can also track the status of projects recorded in Sugar seamlessly. In addition, they have the option to log into the portal to create support requests, monitor the status of their inquiries, and access vital company documents. Furthermore, if your system is integrated with ERP software, customers can retrieve product information, including current inventory levels. This enhanced accessibility not only empowers users but also significantly improves communication between businesses and their clientele, fostering a more collaborative environment. Ultimately, this system is designed to streamline interactions and make vital information readily available to those who need it.

Media

Media

Integrations Supported

Configure One Cloud
Datto RMM
IRSLogics
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
WordPress

Integrations Supported

Configure One Cloud
Datto RMM
IRSLogics
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
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

Faye Business Systems Group

Date Founded

2009

Company Location

United States

Company Website

fayebsg.com/sugarcrm-portal/

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Popular Alternatives

Popular Alternatives

InfoCenter Reviews & Ratings

InfoCenter

ICM Document Solutions
DynamicPoint Portals Reviews & Ratings

DynamicPoint Portals

DynamicPoint