Are you looking for a platform that solves all your client management woes? Well, look no further. ClientVenue lets agencies build dedicated portals to handle their client requests, teams, billing and so much more.
ClientVenue – An end-to-end solution for businesses that are looking to deliver productized services for their clients. It helps agencies and freelancers manage their clients in an end-to-end format. Right from the first contact to managing invoices and managing monthly revenue.
With Clientvenue you can –
- Create a Client Operation Portal to manage workflow with clients easily.
- Start a more collaborative & self-serve approach towards managing clients & their work.
- Transform the customer experience from onboarding to approvals to invoicing and beyond.
- Create Personalized spaces for clients.
- Have a single destination that hosts all of your links, PDFs, meeting agendas, deliverables, project timelines, proposals, and more.
Learn more about ClientVenue!
Easy Client Onboarding – Move away from high-touch onboarding to a self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own. Use templates, and standard processes which can be duplicated for all your workflows, so you can focus on work that matters the most for your agency.
Manage Tasks & Client Requests – Have visibility over all your projects in real-time. Manage your client requests in real-time, and showcase progress in a project manager-esque style. Bring all the teams together to collaborate on projects easily. Get a 360-degree view of your entire project and prevent project delays from happening. Save back and forth.
Storage – Store all your client-related files & assets in ONE place. So that you don’t have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
Invoicing & Billing – Get all your payment-related worries handled within the Client-workspace. Raise invoices to all your clients internally from your dashboard & keep a copy for documentation’s sake as well.
Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing payments and getting your invoices cleared. Be it recurring billing or one-time billing, ClientVenue will have all of that handled with native integration using all top payment platforms and providers.
Teammates – Get all the stakeholders involved on the clients’ side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
Personalized Experience – Make the portal look as if it’s your own product, and on your own website. Make it look as if it’s a native experience to your website, by changing the branding, coloring, and design to suit your brands’ styling.
Custom Packages – You can package up all your services and show them up to your customers. This way, you move from chasing payments and sending them manual pricing invoices and get everything done in an automated fashion. Connect with all popular payment platforms, and automate your invoicing and bill collection.
Dedicated Client Portal – You can manage all your client-related activities in a dedicated space right from onboarding to invoicing to even managing day-to-day activities.
Client Communication – Communicate with your clients through mentions or even live chats easily in one single place.
File Management – Manage all your files in one place using the file management and sharing feature, so you can be rest assured about your shared items.
Alternate For – ManyRrequests
Integrations –
- Stripe
- Slack
- Custom Webhooks
- Zapier
