ClientVenue

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    Enhance clients’ experiences using a secure management platform

    Keeping track of all your client requests is like trying to follow the plot in a kid’s story. (“Have you ever had a dream that you, um, you had, you- you’ll do, you wants, you, you could do so... ”)

    But if you’re manually handling client operations, payments, and daily tasks, there’s no way you can focus on actually scaling your agency.

    If only there was a client management portal that let you automate service booking, so you could work with your clients seamlessly and securely.

    Say hello to ClientVenue.

    TL;DR

    too long didn't read
    Create and sell client services in a self-serve system, then manage requests through a client portal
    Alternative to: Hello Bonsai, Dubsado, and ManyRequests
    Customize the white-label portal for an enhanced UX featuring team collaboration, invoice management, and payment models

    At-a-glance

    Overview

    ClientVenue is a customizable client management portal that lets you automate service booking, project requests, collaborative work, and payment processing on one interface.

    ClientVenue is your one-stop-shop for managing client requests and client projects on a single interface.

    You’ll be able to create both internal and external projects, then tailor the experience to each user with advanced access options.

    Agency and client users alike can work collaboratively in real time.

    And best of all? You can rest easy knowing that all your project info is totally secure.

    Project workspaces

    Organize projects in your dashboard and share them with clients and employees alike.

    With your whole team working in one platform, you’ll be able to manage access permissions and assign specific people their respective projects.

    Then, you can invite clients through a dedicated, secure client portal to collaborate with your team.

    You can even allow any client to self-manage project requests from their dashboard for comprehensive clarity and visibility.

    Collaborative communication

    Share projects with clients and teammates alike using adjustable access and collaboration features.

    Since you’re already handling project requests on the portal, ClientVenue also makes it easy for you to process invoices.

    Connect relevant payment gateways and collect dues with subscriptions that can be linked to specific projects.

    You’ll be able to invoice clients and collect payments with just the click of a button.

    Plus, you can even track the invoices and billing statuses of a particular client and automate recurring charges.

    Client invoicing and billing

    Automate client billing and invoices, even attaching recurring subscription payments to specific projects.

    ClientVenue also lets you set up your services, automate booking, and enable clients to schedule per their needs.

    Display your company’s service offerings on dedicated pages to create unique checkout interfaces that can be shared or promoted.

    Then, create customizable onboarding templates to transform the user experience and scale your agency more effectively with automated client operations.

    Client services booking

    List out your agency’s available services and customize onboarding templates for your clients.

    Unlike moving furniture, managing client operations shouldn’t require tons of heavy lifting. (“I knew I shouldn’t have skipped arm day. And leg day. And every other day.”)

    ClientVenue makes it easy for you to move towards a self-serve agency model, so your clients can work smarter while still doing the work for you.

    Host your client services on a platform that streamlines it all.

    Get lifetime access to ClientVenue today!

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