ClientVenue Client Management Portal For Agencies And Freelancers.
This platform is a complete solution for businesses who want to offer their clients productized services. It helps freelancers and agencies manage their clients from the first contact to managing invoices and managing monthly revenue.
The ClientVenue platform lets agencies create customized portals to handle client requests, teams, billing, and so much more.
With ClientVenue you can :
- Organize workflow with clients by using a Client Operation Portal.
- Manage clients & their work in a more collaborative & self-serve manner.
- Transform customer experiences from onboarding to approvals to billing.
- Create Personalized spaces for clients.
ClientVenue Key Features
Instead of doing the heavy lifting yourself, transform your onboarding procedure to a self-serve and automated checkout model. Using templates and standard processes that can be duplicated for all of your workflows, you can concentrate on the most useful tasks for your agency.
Managing Client Requests & Tasks
You can see all of your projects in real-time. Client requests can be managed in real-time, and progress can be displayed in a project manager-like manner. Collaborate on projects with all the teams at the same time. Prevent project delays by getting a 360-degree view of your entire project. Save back and forth.
You can store all your client-related files and assets in one location. Just don’t link your drives and shareable links every time you want to use them. Pull your resources from your dedicated drive and attach them in one place.
Invoicing & Billing
Within the Client-workspace, you can take care of all your payment-related concerns. Invoice all your clients of your dashboard & keep a copy for documentation’s sake.
By creating an integrated experience, you can make a self-service checkout model that will let you focus on what matters in your business instead of chasing payments. ClientVenue handles recurring and one-time billing with native integration using all top payment platforms and providers.
Make sure all stakeholders are involved, such as clients and your agency. The permission levels can be assigned to all teammates on your and the agency sides.
Make the portal appear as if it’s your product and on your website. It can appear native to your website if you change its branding, color scheme, and design to match your brand’s style.
You can package all your services and display them to your customers. This way, you can stop chasing payments, send them manual pricing invoices, and automatically get everything done. Connect with all popular payment platforms, and automate your invoicing and bill collection.
Portal dedicated to clients
With one dedicated space, you can manage all your client-related activities, right from onboarding to invoicing and even day-to-day operations.
Easily communicate with clients through mentions or even live chats from one place.
With the file management and sharing feature, you can manage all your files in one place and be assured that your shared items are safe.
Host all your links, PDFs, meeting agendas, deliverables, proposal timelines, and more in one place.
Get lifetime access to ClientVenue today!
Features Included in All Plans:
- Unlimited clients
- Unlimited service listings
- Invoices and billing
- Client dashboard
- Unlimited storage space
- Custom domain
- Custom branding
- White-label portal