What is OfficeClip Customer Portal?
The OfficeClip Customer Portal lets you securely share selected information with customers, service providers, and partners, without exposing your entire CRM database. It gives your clients a self-service area to view documents, track issues, and stay updated on projects in real time.
Key things you can share using OfficeClip Customer Portal :
- Share documents publicly or with login-based secure access.
- Publish project or team calendars so customers always know key dates and deadlines.
- Allow customers to create and track their own issues or support tickets.
- Provide project status reports and updates without endless email threads.
- Send invoices and let customers track their payment status online.
Customer Portal Administration
Two modes of sharing modes with OfficeClip Customer portal:
- Public Access: Share information without login when you want it visible to anyone, such as HR documents, FAQs, reports, or a public ticket submission form embedded on your website.
- Secured Access: Create a private portal that requires authentication, ideal for sharing client-specific tax documents, confidential project reports, or files visible only to selected customers or partners.
Benefits of using Customer portal for your business:
- Reduce email back-and-forth by giving customers one place to find files, invoices, and project updates.
- Improve transparency and trust with real-time access to issues and project progress.
- Save internal team time by letting customers self-serve for documents, tickets, and status checks.
