- Your company is unique, so should be your client experience
- Your customized branded portal to integrate and manage all client facing needs through one channel
- Complete & collaborate on business functions with integrated document storage & sharing
- Built in billing and payments with automated follow-ups
- Integrate existing 3rd party apps for increased return on investments
Your Company Challenges
- Inefficient use of staff time – constant searching to retrieve/send documents
- Accounts Receivables are not managed effectively resulting in 30+ days delinquent payments which can impact cash flow and value
- Investments in applications are disjointed, no single-spot solution to bring it all together
- Client experience is scattered and non-cohesive – file sharing solutions, emails, physical memos, etc.
Your Client’s Challenges
- Often need to find a copy of a contract, invoice, reports
- Delays in payments either from missing invoices, no follow-up, payment method confusion, staff turnover where information gets lost
- Expected to use multiple applications from vendors resulting in low engagement
- Piecemeal experience in branding using 3rd party solutions (dropbox, email, paper)
Key Features
- Streamline resources via self-serve platform for Clients: Invoices, payments, contact management, document and data sharing, client inquiries, etc.
- Integration capability to existing apps for one-stop-shop experience
- Drive engagement via easy access to real time information – announcements, messaging, event notification, calendaring for key dates, etc.
Revenue Opportunities
- Billings Management via online invoicing, integrated payments driven by Stripe
- Automated payment and overdue invoice notifications and escalation
- Real time virtual inventory accessible to quickly view, manage & market internally & externally
- Renewal notifications prior to due dates
Demo Account Preview
Customize your client experience the way you want to be seen, with plug-ins for file sharing, communications, invoices and payments ready out of the box!
We develop fast, intuitive, easy-to-use tools that help businesses do their best work
- Proudly Canadian
- Scalable to expand with your business
- Agile International team of coders
- Bank grade security with artificial intelligence threat detection
Contact Us
416-892-9361