They key to great customer service and attracting the ideal customer is staying organized and keeping client information in one place.
In addition, you can also store basic information about your clients like their name, phone number, email address. This client information can later be imported into other business documents like contracts or invoices. You can also upload shared documents and images as well as add client notes for you to reference later.
Your clients will lose their copy of an invoice or contract very easily. In some cases, you’ll send them copies of their contracts multiple times. This pain point is the main reason we created customized client portals. In the portal, your client will have access to all of their invoices, contracts, questionnaires, quotes, releases, payment history and documents.