How requests, documents, payments and statuses collected in one account replace phone calls and email threads.
Clients and partners learn statuses, documents and payments through calls, email and messengers. The team spends time just finding and passing along information.
We build a personal account where a client or partner sees requests, documents, payments and statuses themselves.
A client sees their request status without a call or a follow-up.
All documents are stored in the account and available anytime.
Payment history and status are visible right in the account.
We'll show a personal account demo on a similar scenario and discuss what to move there first.