1/17/2023 0 Comments Moxtra insert files![]() costs from $6/user/month and comes with a free 14-day trial. If your tool isn’t on the list, Zapier also integrates with. Some notable integrations include Dropbox, Excel, Google Calendar, Google Drive, Integromat, Slack, Trello. Unlike some other tools on the list, doesn’t have inbuilt features like invoicing or ticketing, but with their list of integrations, you’ll likely be able to add tools from your existing tech stack. Instead of emailing you and asking when a task will be finished or when a project will be delivered-they can just log into the portal. They can see due dates for tasks and milestones, which sets an expectation for when they can expect work to be completed. The most helpful part about sharing project information like this is that your client is constantly kept in the loop. As you can split projects into separate tasks-where you can attach notes and links-clients can also have access to these to give feedback or ask questions (if you permit them!) ![]() You can share project roadmaps or build simple Kanban boards and pipelines so your client can visualize how a project is progressing. It’s up to you how you manage the portal’s layout. You can embed links in messages and, as each message is given a stamp showing when it was sent/read, it’s easy to see if a client has received your messages in real-time. Much like Slack, the portal’s communication feature shows conversations in a thread, like this: Once you invite a client in, they can your team members, give feedback, and approve tasks so a project can progress to the next phase. The portal takes some of ’s most recognizable features-boards, reminders, due date notifications-and combines them into a shareable workspace. ’s client management portal mixes Kanban boards and Gantt charts with a simple CRM to make team collaboration easy. Security – Can you remotely and securely store data so it can be accessed by clients anywhere? Do tools like encryption secure client files?.Productivity – Does it allow you to build workflows around content-related procedures?.Branding- Does it have white-labeling, so you add custom branding and/or watermarking features?.Collaboration – Can you share files and documents with clients inside the portal?.Here are some of the key features you should be looking for when selecting a tool for client portal project managent. Value for $: Is it affordable? Does the price tag match the features, capabilities, and use case? Is pricing clear and upfront? Are the plans flexible if your needs change?Ĭlient Portal Project Management Key Features. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |