From a Simple Website to a Winning Business

The benefits of a web portal (or client portal/ business portal) can typically include improved client satisfaction and customer service with a reinvigorated way of interaction with your business. It can provide you with greater control over your day-to-day processes. Regardless of time or user location, a web portal can be accessed easily and literally on any device.

Not just staff can work from home (WFH) while keeping the clients stay connected. Driving meaningful traffics to your website will ultimately improve its search engine rankings and so boost the exposure of your business.

We should never underestimate the power of connection and client engagement too. With constant interactions and conversations, your web portal will organically start generating STICKINESS, building TRUST and BRAND LOYALTY in no time. These elements will be translated into sales and repeat business.

Web Portal Key Features

1. File Sharing

File Sharing allows staff to upload and share files with designated client groups or any individual client. Clients will only have access to files that they are entitled to. And optionally clients can be given the ability to upload files. Clients’ uploaded files will only be viewable by the Admin and the assigned staff.

2. Job Estimate, Invoice & Approval

Staff can easily create and send custom job estimates, invoices and recurring billings to the clients. These documents will be stored in the client portal. They can be printed or sent to the client via email automatically. Then the clients can view, approve job estimates and pay invoices online. Again everything is done without leaving the portal!

3. Client Feedback

The Feedback Wizard is essentially a very unique, secure and easy-to-follow process for client communications.

Staff can bundle together and present to a client a specific collection of images, documents, files or links and the type of feedback they would like to hear from the client. The user-definable feedback choices could be, for example, APPROVE, DISAPPROVE and LET’S DISCUSS FURTHER along with the option of leaving comments.

The result is a massive increase in productivity, staff performance, and overall client satisfaction.

4. Online Payment

Invoice and paid registration can be made online with our web portal. Currently supported payment gateways include Authorize.net AIM, Authorize.net SIM, Invoice Me, PayPal Express Checkout, Stripe, 2CheckOut, Amazon Payments, BrainTree, PayMill, Skrill, PayFast, and Payza. The coverage will be expanded. More options will be coming soon.

With online payments, you open a new door to some clients who might find offline payment very inconvenient, giving you the opportunity to grow your business even faster!

5. Private Pages & Posts

Administrators can make any standard WordPress page or post, or custom post type, exclusive contents of their client portal. They can then easily assign permissions, restrict public viewing, and include links to these resources in their clients’ Portal Home Page.

6. Private Messages

It is a secure email system built right into the web portal without spams and adverstisements. Managers are able to send messages to any of their assigned Clients and Circles, the Staff of their assigned Clients, and vice verse.

7. SMS Gateway

Using the worldwide standard of ‘Email to SMS’, the SMS Gateway lets administrators bypass the complex and expensive requirement of using a 3rd party SMS service, and gives users all the benefits of being able to send SMS notifications without the prohibitive difficulty and costs.

8. Support Ticket

This extension gives any organization the ability to communicate with clients and run a full support ticket help desk, directly inside the Web Portal dashboard!

9. Project Management

Project Management extends and transform your web portal into a central hub of resources planning and sharing. Productivity is increased by bringing your clients into your organization’s everyday workflow. Project managers can organize works, create and assign tasks and keep track of the time each team member spends on those tasks and their progress. Details can be shared with your clients as tasks, milestones and projects are completed.

Register for a Web Portal Free Trial

To get an insight and see the robustness of our web portal solutions yourself, please call us for a demo or leave us your email contact so that we can create a trial account for you to test drive.

Or drop us a line

E-mail: sales@wavyos.com
WhatsApp: +852 6099 4407