Factors To Consider When Purchasing a Client Portal

Successful businesses are now using client portal applications to help improve how they interact with their clients. Client portals provide an all-in-one one-stop shop where customers can chat, send emails, and share documents without leaving the app. These days, businesses are always leveraging collaboration with their clients to help improve their products and service delivery.

If you’re a business owner, then having a client portal will surely help you improve your business. However, there are plenty of client portal applications on the market today. As such, you might get confused about which is the best app for you. In this guide, we will share some of the significant factors you need to consider when shopping for client portal software.

Features of Client Portal Applications

Client portal applications come with in-built communication systems. When shopping for a client portal application, ensure that it has an inbuilt chat and emailing feature. Clients and business owners can use these communication features to send and receive emails and chat messages.

Some client portal applications do have a discussion board. The board is typically created and used by teams collaborating. The team members can update the rest of the on the progress of the projects using the discussion board.

Client portal software uses 256bit SSL encryption, which ensures that all the data, including email, texts, and documents, are encrypted and safe in case they get into the wrong hands. Collaborative data is always private and confidential and you don’t want to put yourself at risk. The 256bit SSL encryption is what also most online banking services use to protect their customer data and transactions.

Another feature worth mentioning is the cloud support service. Physical data storage units are quite expensive. For bigger businesses, data storage solutions are always a challenge. Client portal applications come with cloud storage support. Cloud storage is cheaper, safer, and can be easily accessed remotely.

Most client portal applications are cross-platform. This means that you get a web app, desktop app, and mobile app for Android or iOS. This is quite handy as it ensures that you can access the portal services from any device as long as you have internet support.

Factors to Consider When Purchasing Client Portal Software

Most business intelligence tools and client portal applications can be quite expensive. However, the returns outweigh the investment. Client portal applications can be expensive, especially if they possess a lot of high-end features and customizations.

Whenever you’re purchasing a client portal application, there are several factors you need to consider. First, ensure that it can be customized. You need to be able to add your brand colors and change the logo to match that of your business.

You also need to ensure that the developers offer 24/7 customer support. Some of the users might face challenges when setting up or learning how to use the client portal application. As such, having technical support that is on standby 24/7 can help your team with the onboarding process.

You also need to ensure that the application has encryption support. Data and information security are vital. As such, you need to ensure that all the messages and documents are well-encrypted to avoid data leaks or hacks.

Bottom Line

Client portal applications can help transform how businesses operate. Nowadays, businesses are relying on feedback from their clients to help transforms products and service delivery. Clients can also offer insights on new products that they would like and vote or suggest new product designs using the client portal software. Ensure that you do proper research whenever you’re purchasing the best client portal application for your business.

Interesting Related Article: “Industries Which Use Practice Management Software”