7 Ways How Client Portal can Become A Freelancer’s Saviour

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7 Ways How Client Portal can Become A
Freelancers Saviour
sales_at_crmjetty.com
If you are a freelancer, your inbox never sleeps.
Nor does your phone, or your messages, or you.
You know exactly what I am talking about if you
have ever answered calls from clients at 11 in
the night saying that they cant find a draft
from the previous week.
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sales_at_crmjetty.com
This communication and management gets more
difficult when you have more clients. This is why
you should take advantage of technology and
invest in a WordPress client portal. It can be
your respite from multiple emails and spruce up
the way you manage all the projects that you are
working on. If you dont depend on simply email,
then you have a document collaboration software,
a communication software, filesharing software
and a completely different one for managing your
contracts with each client. You can have all of
it in one place. Lets look at how a client
portal can benefit you. Professional
appearance This client portal works in
connection with WordPress so it can look like a
part of your website with matching or
complementing theme. A visually cohesive platform
inspires trust in your brand and navigating the
portal
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sales_at_crmjetty.com already feels familiar because
of the similar navigation on your
website. Communication With the WordPress
customer portal, you dont have to dig out old
emails from clients to doublecheck, a detail
you or they may have mentioned at the beginning
of your work relationship. You can simply tap
into the individual clients conversation thread
and get all the required details from right
there. Calendar It is very difficult to
establish a worklife balance when you are a
freelancer. The only way to do it is to make
sure your clients know when to contact you based
on your availability. Therefore, you can mark
your office hours in the WordPress client
portals calendar. This is also useful when it
comes to scheduling weekly or monthly meetings
with each client.
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sales_at_crmjetty.com
Software ease Not all clients are equal. Some
may know how to use all the various
collaboration and communication tools you use,
and some may find it extremely difficult. Therefor
e, a simple, intuitive client portal where
everything is in a way that the meaning is clear
helps your client as well as you. The chances of
your client coming back to you for more work are
higher if they find it easy to work with you.
Additionally, they are less likely to send
lengthy emails to you if they can get the work
done in a hasslefree manner. Expansion
options If you begin from providing one service
like content writing, the portal will have
modules that fit that requirement. But if you
expand and provide more services like
photography or graphic designing, you can easily
add modules that respective clients require for
it.
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You dont have to have separate client portals
for it, just like you wont require a different
website for each skill in your
portfolio. Contract management More or less
all clients will require you to sign contracts.
While you can get physical copies of them if
they are local, it is difficult to do the same
for international clients. Therefore, a contract
management option inside your WordPress client
portal can be helpful so that you can sign the
required documents from within the portal and
all concerned parties can have access to it at
all times. Security Clients can get their own
login credentials that you can generate easily.
This way they can be sure that their data is
safe with and no one else gets access to it
without the credentials.
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sales_at_crmjetty.com
In this day of working from anywhere, no one is
at a desk all 5 days of the week and as
freelancers, you need your offices in your
laptops. And just because you are a freelancer,
you dont have the right to slack off and
provide less satisfactory customer service. In
order to stand out in the crowd of freelancers,
and to make your mark in the service industry at
the same time, you need a professional and easy
to use client portal to complement your
WordPress website!
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