Is Client Portal Software Necessary for Freelancers? – The quick answer to this is, yes. A customer or client portal is a secured login area within your system where clients can log in using their credentials and are then directed to specific information tailored to each of them. Using the client portal, customers interact freely with the team and view tasks and files related to their projects.
It is also possible to custom-brand your client portal to make a seamless shift from your web to the workspace. Client portal software is necessary in your freelancing business as it is flexible, enabling it to adapt to various use cases. Below are the benefits of using client portal software in your freelancing business.
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Make Sure The Portal Is Customizable
Clients need a particular degree of personalization when interacting in your freelancing business. You can create your own fully branded client experience with client portal software such as Hectic™. When clients log in to their portal, they see recommendations for your services that match their interests. You can also dedicate a workspace to every client with the client portal.
Therefore, customers can access messages, tasks, and files within their workspace and see the project progress, invoice update, and other crucial info you would like to provide. A cloud-based client portal software allows the clients to check their portal anytime, anywhere, and with any device. They also appreciate 24-hour access to your services throughout the week.
Ensure Client Collaboration Is Easy
Most of the projects that many freelancers deal with need collaboration between you and the client. Therefore, if freelancers do not have a suitable means by which, for instance, clients can upload the required document securely and conveniently, they will possibly postpone the task. However, client portal software allows clients to exchange files, sensitive payment information, and notes confidentially.
Look For Software Where Everything Is Connected
As you grow your freelancing business, you will need more advanced methods to manage clients’ deals, orders, and projects. However, the client portal software makes it easier for your clients to track project progress, pay invoices, sign proposals, schedule meetings with you, and much more.
Also, the fact that clients are directly engaged attracts more revenue to your business than your counterparts, who might choose to engage with clients passively. And all these services are available in the comfort of the client through a highly personalized client portal.
Allows For Proactive Client Prompts
With the client portal software, you don’t have to remind your clients what they should do each time. When clients log into the portal, they will be prompted to complete specific actions like signing contracts, approving deliverables, or clearing outstanding invoices. These prompts increase convenience on the freelancer’s side and make it clear to the client that you are responsive to their needs and accountable for everything in progress.
Summary
Client portal software is essential to freelancers because it is customizable, enabling freelancers to personalize their experience. Your collaboration with the client is also made possible through seamless communication through the portal.
You also don’t have to worry about the confidentiality of the information, as it is not accessible to third parties, and everything is connected and accessible through the client portal. The proactive prompts on the client’s portal also serve as a reminder.
