7 Best Features for Customer Portals

7 Best Features for Customer Portals
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Today, customer portal software is very important for businesses that want to improve how they interact with clients and make their work easier.

These platforms have advanced features that provide a safe and easy-to-use place where clients can get information, talk to service providers, and manage their accounts.

Customer portals make clients happier by giving them easy self-service options and helping businesses work more efficiently by cutting down extra tasks.

In this blog post, we'll look at the main benefits and features of client portals and why they are crucial for businesses today.

7 Best Client Portal Features:

1. Client portal username and password

A username and password is a strong signal for the beginning of your customer onboarding process. You're letting customers know you want to securely store all their information. Once it’s created, your clients can enjoy secure access to a personalized interface with your business. Give customers the option to select "remember me" so when they can log back in automatically next time and complete their onboarding.

2. Signed agreements and important files

Providing easy access to signed agreements and important files solves a common pain point for customers. This feature can include version history for agreements, giving the customers' legal team an easy way to follow the evolution of the agreement and reference terms discussed already. Hosting the agreements in secure customer portals also encourages your customer to return back to your site. Furthermore, customer portals can be a great place to have customer renewal agreements ready for them to review and sign in the future. This added layer of convenience, in today's customer journey, has become an essential part of customer service.

3. Digital payments and billing history

A poor payment or billing issue experience can quickly deter potential and returning clients. Integrating billing information and controls through your customer portal reduces friction and makes your payment process more flexible. Show your customers that you believe in business transparency by offering an easy place to reference their billing history. Allow for customers to update their credit card in their customer portal to also save your customer support team time with fewer billing-related support tickets.

4. Ticket tracking and customer support

Integrating customer support into your client portal can help streamline service requests, automate simple tasks, and connect your client to the right resources. This feature can also improve the quality of support you offer clients by reducing the burden on live customer support representatives. According to a survey by American Express, 60% of US customers depend on self service software for most questions. Your comprehensive customer portal can provide links to your knowledge library on your product. If customers have the same questions, they can easily log onto their customer portal to reference a prior service ticket that already answers their question.

5. Track and save customer onboarding 

Tracking and saving onboarding progress is an essential feature for services that require more information about their clients. When a client can’t save their progress, you risk losing a potential lead. The convenience of coming back to the onboarding process can increase conversions and significantly improve the customer experience. Using progress bars with % completion also is a great way to remind customers they are near completion of their onboarding. Remove the customer's anxiety about not knowing how many more forms or questions they need to complete to start using your product.

6. Add team members and colleagues

If your client is part of a larger team, your customer portal should allow them to add team members and colleagues. This avoids having only one point of contact for purchase orders and service requests, making things a lot less complicated. Integrating teamwork into your customer portal is also a great way to boost its functionality.

7. Brand integration 

Brand integration will keep your image consistent across all of your customer contact points. This promotes trust with clients because it builds familiarity with your image and presents a professional appearance. Your customer portal will likely be the main point of contact clients have with your business, which is why it should be considered the face of your organization.

Customer portals — no coding required

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Conclusion on Customer Portal Features

In conclusion, using customer portal software with strong features is important for businesses today that want to improve how they interact with clients and make their work easier. These tools provide a safe and flexible space where clients can get information, talk to the business, and manage their accounts easily.

With advanced features and great security, client portals make customers happier and help businesses work more efficiently. Using these tools can greatly improve the quality of service and keep clients engaged for a long time.

FAQ on Customer Portal Software

Q1. What is Customer Portal Software?

Customer portal software is a secure, web-based platform that allows customers to access their account information, interact with support, and manage their services. It enhances customer experience by providing self-service options and real-time access to important data.

Q2. What are the key features of a Client Portal?

Key features of a client portal include secure login, document sharing, messaging capabilities, real-time updates, task management, and integration with other business tools. These features help streamline communication and improve client satisfaction.

Q3. How does a Client Portal benefit my business?

A client portal improves efficiency by centralizing client communications, reducing the need for repetitive tasks, and allowing clients to self-serve for common issues. This leads to better customer satisfaction and can free up your team to focus on more strategic activities.

Q4. Can Client Portals be customized to fit my business needs?

Yes, client portals can be highly customizable. Businesses can tailor the portal's interface, features, and integrations to match their specific requirements and branding, ensuring a seamless and personalized client experience.

Q5. Is Customer Portal Software secure?

Absolutely. Customer portal software employs advanced security measures such as data encryption, secure login protocols, and regular security updates to protect sensitive client information and ensure compliance with privacy regulations.

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