Give clients access to their own data
£225.00
You can enable clients to view and manage their data in the CRM. That means you enable clients to update their records in the CRM using a simple client portal. There are limited opportunities to brand this client portal and more sophisticated options are available through other services - please call me on 07983784816
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We arrange a one-hour consultancy session online so that we can confirm your requirements and what you need your clients to see. We then use these requirements to craft your portal and then talk through with you what we have done so that you can then roll this out to your clients