Smart Customer Portal

A Customer Portal is a crucial part to an effective company, yet it's no secret that they can be difficult to handle and maintain, in addition to being expensive.

This is why numerous local small business owners decide to construct their own customer portal, utilizing readily available devices as well as software application tools that can be adjusted to their needs as well as processes. While this can be an useful option, it can result in a cumbersome system that does not quite flow the method you desire.

With this in mind we created Synchronized Portal which you can use as your Customer Portal. You won't have to build it from scratch. Just get signed up with us, and we'll do the hard work for you.

Portal Features

Powerful CRM

Automate your Lead generation & Onboarding Process. Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

Custom Dashboards

Custom Dashboard's for clients with their data dynamically merged into their Dashboard. Each client will have their own data in their own Dashboard. Create your own design, or use pre-built templates to get a head start.

Invoicing

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

Many More Features!

In addition to the above features, Synchronized Portal contains the following:

* LMS Learning and Monetization - Create courses that you can sell, or give away, to your customers.
* Cloud File Storage and Transfer - Send files or receive files directly in the Portal.
* Cloud Proposals and eSigning - Create proposals that customers can approve or deny. Legally binding eSignatures!
* Appointment Booking - Allow customers to book appointments or training with you.

There are even more features than the ones listed above. Take a look at our Synchronized Portal site to get started.