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| Open for business 24 hours a day, seven days a week? Maybe. Maybe not. With ConnectWise, your accounts may never need to find out. Using the ConnectWise Client Portal, clients gain access to a robust selection of account-specific features such as managed service reports, invoices, agreements and block-time balances anytime of day or night. There’s even a searchable knowledge base they can surf. Emphasize your brand and gain competitive advantage by customizing the portal with your look and logo. |
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It’s vital information your customers want, the way they want it – instantly
Best of all, clients can enter service tickets directly from their portal at their convenience, regardless of the time. Alerts, that you designate, immediately notify the right people inside your company, improving response rates and increasing customer satisfaction.
Working on Sarbanes-Oxley (SOX) compliance? Use the ConnectWise Client Portal to submit a SOX change management workflow for client approval. Once you’ve been given the green light, the Portal automatically triggers you to do the work and all tasks performed are documented in a comprehensive audit trail.
Feature List
- Custom branding with your logo
- Multi-level security
- Service Ticket entry
- Service Ticket Approval
- PrintSignoff Form
- Knowledgebase
- Add Contacts
- View invoices and time detail
- View Management reporting
- Block time balances coming soon
- Project review coming soon
See the other Capture, Plan & Schedule modules
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