carrerafernQ: Portal Client
In a reply to a question about Portal Client you wrote :The client portal is a module where you can manage your clients, invoices, and productised services. Through this module, you can create invoices with pay links. Once your client pays, they will receive a portal sign-up link, either manually or automatically from the system. After signing up, your client will be able to track projects (that you share with them), view billing information, and explore your other services from the client portal dashboard.”
I currently use SuperOkay and with that App we can create a portal for a contacts or for a paying client. Through that client Portal we can send quotes, proposal, projects and turn contacts (prospects) into clients). If we get tier 5, can we create a Client Portal for 100,000 contacts?
Sajib_Doplac
Oct 17, 2024A: Thank you for your inquiry! In Doplac CRM, the Client Portal is designed to enhance your client management experience by allowing you to interact effectively with your paying clients.
Currently, the Doplac Client Portal includes the following features:
From the Admin Side:
Services: You can create both one-time and recurring services for your agency and send them to your clients for payment collection.
Order Form: Create a custom order form to send to clients for payment collection.
Invoices: Generate custom invoices for both existing and previous clients.
Catalog: This feature allows you to list all your services on a catalog page. Clients can purchase services directly from this page.
Chat: You can chat directly with your paying clients.
From the Client Side:
When anyone purchases your services through a service link, order form, or invoice, they automatically receive client portal credentials. With this portal, your clients can:
>Check their order status.
>Access a catalog page to purchase additional services if they wish.
>Communicate directly with you via the chat option whenever needed.
Under Development Client Portal Features:
Proposal Builder: This tool will allow you to create proposals for clients and send them, including documents like agreements.
Invoice Builder: Customize invoices using preferred templates and send them to clients.
Client Portal Manual Access: You will have the ability to add clients manually and manage their access to the portal as needed.
Service Embedded: Embed your services on your website or any other page for easier access.
Service Catalog Custom Domain: Host your catalog page with a custom domain for branding and ease of access.
Regarding your Client Portal limit: In AppSumo Tier 5, you can manage 1,000 clients and 10,000 contacts.
Contacts: The 10,000 contacts mean you can upload a total of 10,000 contacts, which includes paying clients as well as prospective or qualified clients. For example, you can upload 10,000 prospective clients to convert them into paying clients through Doplac’s multi-channel outreach strategies.
Client Portal: The Client Portal allows you to manage your 1,000 paying clients effectively.
If you have further questions or need clarification, please feel free to reach out!